OILD vs MFLX

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

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

OILD vs MFLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

OILD

$19M

MFLX

$19M

Expense Ratio

OILD

N/A

MFLX

0.75%

Max Drawdown

OILD

99.75%

Winner

MFLX

29.72%

Sharpe Ratio

OILD

-1.84

Winner

MFLX

1.21

5Y Beta

Winner

OILD

-1.77

MFLX

-0.05

P/E Ratio

OILD

21.63

MFLX

N/A

Forward P/E

OILD

12.80

MFLX

N/A

PEG Ratio

OILD

0.72

MFLX

N/A

5Y Dividends CAGR

OILD

N/A

MFLX

1.25%

5Y EPS CAGR

OILD

19.06%

MFLX

N/A

Debt to Equity

OILD

42.35%

MFLX

N/A

P/S Ratio

OILD

1.76

MFLX

N/A

P/B Ratio

OILD

2.36

MFLX

N/A

OILD vs MFLX - Historical Returns

Returns include dividend reinvestment.

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

Winner

OILD

+10.58%

MFLX

+1.03%

OILD

-15.85%

Winner

MFLX

+1.30%

OILD

-55.65%

Winner

MFLX

+3.63%

OILD

-72.39%

Winner

MFLX

+8.70%

5Y(CAGR)

OILD

-59.08%

Winner

MFLX

-0.06%

10Y(CAGR)

OILD

-44.93%

Winner

MFLX

+2.13%

Max(CAGR)

OILD

-44.93%

Winner

MFLX

+2.13%

OILD vs MFLX - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

OILD vs MFLX Drawdown Comparison

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

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

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

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

Correlation

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

-0.53

-101