Performance analysis of MV Oil Trust (MVO)
Annual Return
Over the past 3 years, MVO has had an average annual return of -45.09%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, MVO has had an average annual return of -18.39%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, MVO has had an average annual return of -2.03%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 19, 2007, MVO has had an average annual return of -2.73%, underperforming the benchmark SPY, which returned +10.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.70% | -82.21% | -22.43% | -18.00% | +124.46% | +228.80% | -44.04% | +2.60% | -4.25% | +51.12% | +37.73% | -62.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -29.96% | +11.90% | -34.30% | +8.22% | +118.67% | +187.78% | -65.76% | +23.81% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +34.07% | +34.41% | +9.18% | +19.05% | -25.69% | -5.84% | -33.06% | +9.70% | |||||
| 2025 | -35.26% | +0.59% | +6.30% | +13.53% | -1.19% | -0.52% | +0.33% | +7.50% | -6.64% | -13.32% | -76.81% | +13.76% | -82.21% |
| 2024 | -0.82% | -7.85% | +1.23% | -3.89% | -8.35% | +3.40% | +2.49% | -0.11% | +2.38% | -3.76% | -0.45% | -8.33% | -22.43% |
| 2023 | -4.28% | -16.56% | -6.62% | +0.53% | +0.69% | +9.24% | -1.03% | +3% | +7.32% | -8.05% | -1.48% | +0.31% | -18.00% |
| 2022 | +12.68% | +12.28% | +10.05% | -4.82% | +9.17% | -4.50% | +12.28% | +2.87% | +2.22% | +6.68% | +7.11% | +20.43% | +124.46% |
| 2021 | +23.45% | +10.40% | +4.84% | +22.55% | +26.81% | +30.87% | -10.50% | -5.75% | +26.02% | +1.39% | -2.26% | +7.42% | +228.80% |
| 2020 | -11.07% | -15.71% | -47.37% | +43.07% | +7.99% | +19.38% | -21.48% | -17.03% | -16.49% | +15.99% | +13.29% | +7.58% | -44.04% |
| 2019 | +5.28% | +11.19% | +4.33% | +6.66% | -6.69% | +0.76% | +5.04% | -10.62% | +4.83% | -13.24% | -3.28% | +1.46% | +2.60% |
| 2018 | -2.88% | -4.64% | +3.42% | +15.27% | +16.45% | +1.18% | +7.85% | -3.75% | +13.85% | -9.87% | -23.50% | -9.68% | -4.25% |
| 2017 | +14.77% | -8.81% | -4.83% | +15.04% | -10.50% | -4.12% | -4.49% | -4.50% | +12.75% | +4.78% | +1.87% | +39.99% | +51.12% |
Drawdown analysis of MV Oil Trust (MVO)
The maximum drawdown for the MVO was -91.97%, occurring on Jul 13, 2026. This drawdown has not yet recovered.
The current MVO drawdown is -87.59%.
Since Jan 19, 2007 MVO has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -91.97% | Dec 30, 2022 | 883 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -89.50% | Mar 9, 2012 | 2021 | Mar 23, 2020 | 493 | Mar 7, 2022 | 2514 |
| -75.45% | Jul 2, 2008 | 122 | Dec 24, 2008 | 302 | Mar 10, 2010 | 424 |
| -33.61% | Mar 8, 2022 | 71 | Jun 17, 2022 | 60 | Sep 14, 2022 | 131 |
| -24.74% | Jul 18, 2011 | 55 | Oct 4, 2011 | 108 | Mar 9, 2012 | 163 |
| -21.55% | Sep 15, 2022 | 7 | Sep 26, 2022 | 8 | Oct 6, 2022 | 15 |
| -19.73% | Jul 20, 2007 | 128 | Jan 23, 2008 | 94 | Jun 6, 2008 | 222 |
| -17.69% | Apr 12, 2010 | 28 | May 20, 2010 | 17 | Jun 15, 2010 | 45 |
| -16.63% | Jan 11, 2011 | 9 | Jan 25, 2011 | 109 | Jun 30, 2011 | 118 |
| -11.36% | Oct 6, 2022 | 8 | Oct 18, 2022 | 31 | Dec 1, 2022 | 39 |
| -9.61% | Oct 6, 2010 | 13 | Oct 25, 2010 | 11 | Nov 9, 2010 | 24 |
| -8.90% | Dec 1, 2022 | 3 | Dec 6, 2022 | 11 | Dec 21, 2022 | 14 |
| -8.75% | Mar 16, 2007 | 37 | May 9, 2007 | 36 | Jun 29, 2007 | 73 |
| -8.04% | Jun 18, 2010 | 9 | Jul 1, 2010 | 5 | Jul 9, 2010 | 14 |
| -6.47% | Feb 14, 2007 | 9 | Feb 28, 2007 | 6 | Mar 8, 2007 | 15 |
| -5.71% | Mar 12, 2010 | 5 | Mar 19, 2010 | 8 | Mar 31, 2010 | 13 |
| -5.64% | Aug 4, 2010 | 19 | Aug 31, 2010 | 12 | Sep 17, 2010 | 31 |
| -4.83% | Nov 11, 2010 | 3 | Nov 16, 2010 | 4 | Nov 22, 2010 | 7 |
| -4.06% | Jul 13, 2010 | 3 | Jul 16, 2010 | 4 | Jul 22, 2010 | 7 |
| -3.73% | Sep 24, 2010 | 3 | Sep 29, 2010 | 4 | Oct 5, 2010 | 7 |
| -3.72% | Jan 23, 2007 | 1 | Jan 24, 2007 | 7 | Feb 2, 2007 | 8 |
| -3.38% | Dec 21, 2022 | 1 | Dec 22, 2022 | 1 | Dec 23, 2022 | 2 |
| -2.64% | Dec 21, 2010 | 2 | Dec 23, 2010 | 2 | Dec 28, 2010 | 4 |
| -2.60% | Mar 8, 2007 | 3 | Mar 13, 2007 | 2 | Mar 15, 2007 | 5 |
| -2.29% | Dec 23, 2022 | 1 | Dec 27, 2022 | 1 | Dec 28, 2022 | 2 |