BCX vs. MPV
Compare and contrast key facts about Blackrock Resources & Commodities Strategy Trust (BCX) and Barings Participation Investors (MPV).
BCX is managed by BlackRock. It was launched on Mar 30, 2011.
Performance
BCX vs. MPV - Performance Comparison
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BCX vs. MPV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCX Blackrock Resources & Commodities Strategy Trust | 11.61% | 40.37% | 3.18% | -4.79% | 12.80% | 32.90% | 0.04% | 23.80% | -22.55% | 26.76% |
MPV Barings Participation Investors | 7.87% | 0.74% | 20.52% | 39.14% | -10.73% | 31.93% | -21.01% | 14.57% | 14.84% | 7.04% |
Returns By Period
In the year-to-date period, BCX achieves a 11.61% return, which is significantly higher than MPV's 7.87% return. Over the past 10 years, BCX has outperformed MPV with an annualized return of 13.07%, while MPV has yielded a comparatively lower 9.92% annualized return.
BCX
- 1D
- 1.43%
- 1M
- -10.63%
- YTD
- 11.61%
- 6M
- 22.97%
- 1Y
- 40.12%
- 3Y*
- 16.55%
- 5Y*
- 13.53%
- 10Y*
- 13.07%
MPV
- 1D
- 4.00%
- 1M
- -9.36%
- YTD
- 7.87%
- 6M
- -11.37%
- 1Y
- 5.34%
- 3Y*
- 20.53%
- 5Y*
- 14.78%
- 10Y*
- 9.92%
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Return for Risk
BCX vs. MPV — Risk / Return Rank
BCX
MPV
BCX vs. MPV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Resources & Commodities Strategy Trust (BCX) and Barings Participation Investors (MPV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BCX | MPV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.92 | 0.21 | +1.71 |
Sortino ratioReturn per unit of downside risk | 2.36 | 0.48 | +1.88 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.06 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 0.36 | +2.12 |
Martin ratioReturn relative to average drawdown | 9.32 | 1.35 | +7.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCX | MPV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.92 | 0.21 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.71 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.39 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.37 | -0.17 |
Correlation
The correlation between BCX and MPV is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BCX vs. MPV - Dividend Comparison
BCX's dividend yield for the trailing twelve months is around 6.94%, less than MPV's 8.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCX Blackrock Resources & Commodities Strategy Trust | 6.94% | 7.62% | 7.49% | 7.00% | 5.52% | 5.13% | 7.10% | 7.67% | 8.77% | 6.19% | 6.98% | 11.38% |
MPV Barings Participation Investors | 8.63% | 9.31% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% |
Drawdowns
BCX vs. MPV - Drawdown Comparison
The maximum BCX drawdown since its inception was -62.36%, which is greater than MPV's maximum drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for BCX and MPV.
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Drawdown Indicators
| BCX | MPV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.36% | -54.02% | -8.34% |
Max Drawdown (1Y)Largest decline over 1 year | -16.17% | -19.76% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -22.63% | -6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -59.23% | -54.02% | -5.21% |
Current DrawdownCurrent decline from peak | -11.16% | -13.45% | +2.29% |
Average DrawdownAverage peak-to-trough decline | -19.76% | -7.73% | -12.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 5.20% | -0.91% |
Volatility
BCX vs. MPV - Volatility Comparison
The current volatility for Blackrock Resources & Commodities Strategy Trust (BCX) is 8.00%, while Barings Participation Investors (MPV) has a volatility of 10.75%. This indicates that BCX experiences smaller price fluctuations and is considered to be less risky than MPV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCX | MPV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.00% | 10.75% | -2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 15.73% | 19.50% | -3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.00% | 25.82% | -4.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.40% | 20.99% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 25.79% | -2.25% |