MFLX vs OILD

Comparison between FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF (MFLX, ETF) and Bank of Montreal (OILD, ETF).

5-Year PerformanceMFLX has outperformed OILD, delivering a return of -0.1% compared to -59.1%

MFLX vs OILD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFLX(ETF)	OILD(ETF)
Net Assets	$19M	$19M
Expense Ratio	0.75%	N/A
Max Drawdown	29.72%	99.75%
Sharpe Ratio	1.21	-1.84
5Y Beta	-0.05	-1.77
P/E Ratio	N/A	21.63
Forward P/E	N/A	12.80
PEG Ratio	N/A	0.72
5Y Dividends CAGR	1.25%	N/A
5Y EPS CAGR	N/A	19.06%
Debt to Equity	N/A	42.35%
P/S Ratio	N/A	1.76
P/B Ratio	N/A	2.36

Net Assets

MFLX

$19M

OILD

$19M

Expense Ratio

MFLX

0.75%

OILD

N/A

Max Drawdown

Winner

MFLX

29.72%

OILD

99.75%

Sharpe Ratio

Winner

MFLX

1.21

OILD

-1.84

5Y Beta

MFLX

-0.05

Winner

OILD

-1.77

P/E Ratio

MFLX

N/A

OILD

21.63

Forward P/E

MFLX

N/A

OILD

12.80

PEG Ratio

MFLX

N/A

OILD

0.72

5Y Dividends CAGR

MFLX

1.25%

OILD

N/A

5Y EPS CAGR

MFLX

N/A

OILD

19.06%

Debt to Equity

MFLX

N/A

OILD

42.35%

P/S Ratio

MFLX

N/A

OILD

1.76

P/B Ratio

MFLX

N/A

OILD

2.36

MFLX vs OILD - Historical Returns

Returns include dividend reinvestment.

Period	MFLX	OILD
1 month	+1.03%	+10.58%
3 months	+1.30%	-15.85%
6 months	+3.63%	-55.65%
1 year	+8.70%	-72.39%
5 years(CAGR)	-0.06%	-59.08%
10 years(CAGR)	+2.13%	-44.93%
Max(CAGR)	+2.13%	-44.93%

MFLX

+1.03%

Winner

OILD

+10.58%

Winner

MFLX

+1.30%

OILD

-15.85%

Winner

MFLX

+3.63%

OILD

-55.65%

Winner

MFLX

+8.70%

OILD

-72.39%

5Y(CAGR)

Winner

MFLX

-0.06%

OILD

-59.08%

10Y(CAGR)

Winner

MFLX

+2.13%

OILD

-44.93%

Max(CAGR)

Winner

MFLX

+2.13%

OILD

-44.93%

MFLX vs OILD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	MFLX	OILD
2026	+3.03%	-55.83%
2025	+4.12%	-39.41%
2024	+4.73%	-12.09%
2023	+8.91%	-28.11%
2022	-19.65%	-89.31%
2021	+8.96%	+5.20%
2020	+7.00%	+328.36%
2019	+15.75%	-76.92%
2018	-4.71%	+14.01%
2017	+5.57%	-57.71%
2016	-7.63%	N/A

MFLX vs OILD Drawdown Comparison

The maximum drawdown for MFLX was -26.76%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The maximum drawdown for OILD was -99.75%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current MFLX drawdown is -3.94%. The current OILD drawdown is -99.69%.

Rank	MFLX	OILD
#1	-26.76% Feb 24, 2020 - Nov 25, 2020	-99.75% Jun 21, 2017 - Mar 27, 2026
#2	-25.88% Aug 24, 2021 - Oct 27, 2022	-30.92% May 4, 2017 - Jun 14, 2017
#3	-10.10% Sep 29, 2016 - Mar 26, 2019	-28.72% Mar 27, 2017 - May 4, 2017
#4	-4.45% Feb 11, 2021 - Apr 14, 2021	-2.03% Jun 15, 2017 - Jun 19, 2017
#5	-3.82% Sep 4, 2019 - Dec 11, 2019	N/A
#6	-1.54% Jul 12, 2021 - Jul 28, 2021	N/A
#7	-1.42% May 10, 2021 - May 26, 2021	N/A
#8	-1.05% Dec 11, 2020 - Dec 31, 2020	N/A
#9	-0.81% Apr 15, 2019 - May 2, 2019	N/A
#10	-0.73% Dec 31, 2020 - Jan 19, 2021	N/A
#11	-0.71% Dec 26, 2019 - Jan 7, 2020	N/A
#12	-0.69% Jun 10, 2021 - Jun 28, 2021	N/A
#13	-0.69% Dec 11, 2019 - Dec 26, 2019	N/A
#14	-0.67% Aug 4, 2021 - Aug 10, 2021	N/A
#15	-0.62% Aug 20, 2019 - Aug 28, 2019	N/A

Correlation

Correlation between MFLX and OILD is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

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