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MVO vs EQS

Comparison between MV Oil Trust (MVO, Company) and Equus Total Return Inc (EQS, Company).

MVO is from the Energy sector, while EQS is from the Financial Services sector.

5-Year PerformanceEQS has outperformed MVO, delivering a return of -8.4% compared to -14.3%

MVO vs EQS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MVO
$17M
EQS
$17M
Max Drawdown
MVO
97.78%
Winner
EQS
95.20%
Sharpe Ratio
MVO
-0.28
Winner
EQS
0.04
5Y Beta
MVO
0.24
Winner
EQS
0.08
Industry
MVO
Oil & Gas E&p
EQS
Asset Management
P/E Ratio
MVO
1.83
Winner
EQS
-1.20
Forward P/E
MVO
7.30
EQS
N/A
Dividend Yield
MVO
55.50%
EQS
N/A
5Y Dividends CAGR
Winner
MVO
18.63%
EQS
-4.18%
5Y EPS CAGR
MVO
6.05%
EQS
N/A
Debt to Equity
MVO
0.00%
EQS
0.00%
Free Cash Flow Yield
Winner
MVO
87.29%
EQS
-12.60%

MVO vs EQS - Historical Returns

Returns include dividend reinvestment.

1M
MVO
-26.87%
Winner
EQS
-10.37%
3M
MVO
-34.04%
Winner
EQS
-33.88%
6M
Winner
MVO
+35.01%
EQS
-27.11%
1Y
MVO
-69.71%
Winner
EQS
-10.36%
5Y(CAGR)
MVO
-14.34%
Winner
EQS
-8.44%
10Y(CAGR)
Winner
MVO
+0.14%
EQS
-2.94%
Max(CAGR)
Winner
MVO
-1.66%
EQS
-6.81%

MVO vs EQS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMVOEQS
2026+23.18%-11.03%
2025-83.09%+20.92%
2024-23.47%-22.54%
2023-14.98%-1.35%
2022+124.72%-39.92%
2021+225.66%+11.17%
2020-43.94%+20.67%
2019-2.95%-7.14%
2018-13.05%-17.65%
2017+46.87%+18.81%
2016+32.31%+15.52%
2015-64.14%-14.76%
2014-28.85%+6.60%
2013+5.26%-17.08%
2012-35.94%+8.76%
2011+8.00%-9.68%
2010+108.85%-24.00%
2009+150.98%-30.40%
2008-66.32%-26.68%
2007+23.81%-20.73%
2006N/A+26.30%
2005N/A+16.58%
2004N/A+2.49%
2003N/A+30.80%
2002N/A-14.54%
2001N/A-12.18%
2000N/A-7.57%
1999N/A-35.08%

MVO vs EQS Drawdown Comparison

The maximum drawdown for MVO was -90.69%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

The maximum drawdown for EQS was -90.38%, occurring on May 13, 2025. This drawdown has not yet recovered.

The current MVO drawdown is -84.60%. The current EQS drawdown is -85.08%.

RankMVOEQS
#1-90.69%
Dec 30, 2022 - Nov 20, 2025
-90.38%
Nov 9, 1999 - May 13, 2025
#2-89.50%
Mar 9, 2012 - Mar 7, 2022
N/A
#3-75.45%
Jul 2, 2008 - Mar 10, 2010
N/A
#4-33.61%
Mar 8, 2022 - Sep 14, 2022
N/A
#5-24.74%
Jul 18, 2011 - Mar 9, 2012
N/A
#6-21.55%
Sep 15, 2022 - Oct 6, 2022
N/A
#7-19.73%
Jul 20, 2007 - Jun 6, 2008
N/A
#8-17.69%
Apr 12, 2010 - Jun 15, 2010
N/A
#9-16.63%
Jan 11, 2011 - Jun 30, 2011
N/A
#10-11.36%
Oct 6, 2022 - Dec 1, 2022
N/A
#11-9.61%
Oct 6, 2010 - Nov 9, 2010
N/A
#12-8.90%
Dec 1, 2022 - Dec 21, 2022
N/A
#13-8.76%
Mar 16, 2007 - Jun 29, 2007
N/A
#14-8.04%
Jun 18, 2010 - Jul 9, 2010
N/A
#15-6.47%
Feb 14, 2007 - Mar 8, 2007
N/A

Correlation

Correlation between MVO and EQS is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.27
-101

Dividend Comparison (2000 - 2026)

MVO vs EQS dividend yield comparison.

YearMVOEQS
202621.09%0.00%
202572.98%0.00%
202419.12%0.00%
202312.15%0.00%
202213.59%0.00%
202111.16%0.00%
202015.71%0.00%
201916.75%0.00%
201820.29%0.00%
20178.57%0.00%
20166.42%0.00%
201526.18%0.00%
201423.30%0.00%
201313.55%0.00%
201214.94%0.00%
20118.70%0.00%
20106.91%0.00%
20097.72%3.36%
200823.02%14.70%
200711.59%7.92%
20060.00%30.74%
20040.00%7.39%
20030.00%8.94%
20000.00%6.81%

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