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MCI vs. BST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MCI vs. BST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barings Corporate Investors (MCI) and BlackRock Science and Technology Trust (BST). The values are adjusted to include any dividend payments, if applicable.

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MCI vs. BST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MCI
Barings Corporate Investors
-2.09%-3.74%20.83%44.49%-5.91%29.03%-15.77%23.40%4.35%6.48%
BST
BlackRock Science and Technology Trust
-6.12%23.65%17.96%30.07%-38.28%-0.35%69.27%34.57%8.84%57.43%

Fundamentals

EPS

MCI:

$1.56

BST:

$15.06

PE Ratio

MCI:

11.38

BST:

2.48

PEG Ratio

MCI:

0.14

BST:

1.33

PS Ratio

MCI:

8.86

BST:

4.66

Total Revenue (TTM)

MCI:

$41.06M

BST:

$278.31M

Gross Profit (TTM)

MCI:

$41.06M

BST:

$423.37M

EBITDA (TTM)

MCI:

$0.00

BST:

$522.97M

Returns By Period

In the year-to-date period, MCI achieves a -2.09% return, which is significantly higher than BST's -6.12% return. Over the past 10 years, MCI has underperformed BST with an annualized return of 8.42%, while BST has yielded a comparatively higher 17.04% annualized return.


MCI

1D
3.07%
1M
-11.59%
YTD
-2.09%
6M
-11.16%
1Y
-14.41%
3Y*
17.52%
5Y*
13.29%
10Y*
8.42%

BST

1D
2.75%
1M
-6.65%
YTD
-6.12%
6M
-3.97%
1Y
24.09%
3Y*
15.13%
5Y*
0.83%
10Y*
17.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MCI vs. BST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MCI
MCI Risk / Return Rank: 1212
Overall Rank
MCI Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
MCI Sortino Ratio Rank: 1616
Sortino Ratio Rank
MCI Omega Ratio Rank: 1616
Omega Ratio Rank
MCI Calmar Ratio Rank: 1010
Calmar Ratio Rank
MCI Martin Ratio Rank: 22
Martin Ratio Rank

BST
BST Risk / Return Rank: 7474
Overall Rank
BST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BST Sortino Ratio Rank: 7070
Sortino Ratio Rank
BST Omega Ratio Rank: 7272
Omega Ratio Rank
BST Calmar Ratio Rank: 7373
Calmar Ratio Rank
BST Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MCI vs. BST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barings Corporate Investors (MCI) and BlackRock Science and Technology Trust (BST). 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.


MCIBSTDifference

Sharpe ratio

Return per unit of total volatility

-0.57

1.10

-1.67

Sortino ratio

Return per unit of downside risk

-0.66

1.62

-2.28

Omega ratio

Gain probability vs. loss probability

0.92

1.24

-0.32

Calmar ratio

Return relative to maximum drawdown

-0.84

1.70

-2.54

Martin ratio

Return relative to average drawdown

-1.93

5.49

-7.42

MCI vs. BST - Sharpe Ratio Comparison

The current MCI Sharpe Ratio is -0.57, which is lower than the BST Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of MCI and BST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MCIBSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.57

1.10

-1.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.61

0.04

+0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.67

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.56

-0.04

Correlation

The correlation between MCI and BST is 0.09, 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

MCI vs. BST - Dividend Comparison

MCI's dividend yield for the trailing twelve months is around 9.00%, less than BST's 11.25% yield.


TTM20252024202320222021202020192018201720162015
MCI
Barings Corporate Investors
9.00%8.82%8.29%7.70%7.31%6.01%7.28%7.12%8.16%7.86%7.75%6.96%
BST
BlackRock Science and Technology Trust
11.25%10.36%8.21%8.91%10.57%5.38%3.85%10.52%6.41%4.80%6.69%6.93%

Drawdowns

MCI vs. BST - Drawdown Comparison

The maximum MCI drawdown since its inception was -57.08%, which is greater than BST's maximum drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for MCI and BST.


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Drawdown Indicators


MCIBSTDifference

Max Drawdown

Largest peak-to-trough decline

-57.08%

-47.72%

-9.36%

Max Drawdown (1Y)

Largest decline over 1 year

-21.53%

-15.31%

-6.22%

Max Drawdown (5Y)

Largest decline over 5 years

-25.47%

-47.72%

+22.25%

Max Drawdown (10Y)

Largest decline over 10 years

-44.64%

-47.72%

+3.08%

Current Drawdown

Current decline from peak

-23.17%

-9.94%

-13.23%

Average Drawdown

Average peak-to-trough decline

-9.57%

-13.14%

+3.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.34%

4.74%

+4.60%

Volatility

MCI vs. BST - Volatility Comparison

Barings Corporate Investors (MCI) and BlackRock Science and Technology Trust (BST) have volatilities of 8.00% and 7.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MCIBSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.00%

7.95%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

15.79%

13.93%

+1.86%

Volatility (1Y)

Calculated over the trailing 1-year period

25.63%

22.13%

+3.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.72%

23.47%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.71%

25.60%

-0.89%

Financials

MCI vs. BST - Financials Comparison

This section allows you to compare key financial metrics between Barings Corporate Investors and BlackRock Science and Technology Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
9.16M
157.07M
(MCI) Total Revenue
(BST) Total Revenue
Values in USD except per share items