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MCI vs. BST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MCI and BST is 0.10, 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.


-0.50.00.51.00.1

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.

150.00%200.00%250.00%300.00%AugustSeptemberOctoberNovemberDecember2025
216.79%
282.43%
MCI
BST

Key characteristics

Sharpe Ratio

MCI:

1.47

BST:

1.06

Sortino Ratio

MCI:

1.94

BST:

1.47

Omega Ratio

MCI:

1.28

BST:

1.19

Calmar Ratio

MCI:

3.05

BST:

0.66

Martin Ratio

MCI:

7.61

BST:

3.52

Ulcer Index

MCI:

3.96%

BST:

5.38%

Daily Std Dev

MCI:

20.55%

BST:

17.88%

Max Drawdown

MCI:

-57.08%

BST:

-46.58%

Current Drawdown

MCI:

0.00%

BST:

-14.03%

Fundamentals

Returns By Period

In the year-to-date period, MCI achieves a 5.59% return, which is significantly higher than BST's 3.16% return. Over the past 10 years, MCI has underperformed BST with an annualized return of 11.17%, while BST has yielded a comparatively higher 15.66% annualized return.


MCI

YTD

5.59%

1M

10.30%

6M

22.68%

1Y

28.14%

5Y*

14.28%

10Y*

11.17%

BST

YTD

3.16%

1M

4.33%

6M

9.61%

1Y

17.60%

5Y*

9.52%

10Y*

15.66%

*Annualized

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Risk-Adjusted Performance

MCI vs. BST — Risk-Adjusted Performance Rank

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

MCI
The Risk-Adjusted Performance Rank of MCI is 8686
Overall Rank
The Sharpe Ratio Rank of MCI is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of MCI is 7979
Sortino Ratio Rank
The Omega Ratio Rank of MCI is 8181
Omega Ratio Rank
The Calmar Ratio Rank of MCI is 9595
Calmar Ratio Rank
The Martin Ratio Rank of MCI is 8888
Martin Ratio Rank

BST
The Risk-Adjusted Performance Rank of BST is 7373
Overall Rank
The Sharpe Ratio Rank of BST is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of BST is 7070
Sortino Ratio Rank
The Omega Ratio Rank of BST is 6969
Omega Ratio Rank
The Calmar Ratio Rank of BST is 7272
Calmar Ratio Rank
The Martin Ratio Rank of BST is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MCI vs. BST - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for MCI, currently valued at 1.47, compared to the broader market-2.000.002.004.001.471.06
The chart of Sortino ratio for MCI, currently valued at 1.94, compared to the broader market-4.00-2.000.002.004.001.941.47
The chart of Omega ratio for MCI, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.19
The chart of Calmar ratio for MCI, currently valued at 3.05, compared to the broader market0.002.004.006.003.050.66
The chart of Martin ratio for MCI, currently valued at 7.61, compared to the broader market-10.000.0010.0020.007.613.52
MCI
BST

The current MCI Sharpe Ratio is 1.47, which is higher than the BST Sharpe Ratio of 1.06. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
1.47
1.06
MCI
BST

Dividends

MCI vs. BST - Dividend Comparison

MCI's dividend yield for the trailing twelve months is around 7.85%, less than BST's 8.01% yield.


TTM20242023202220212020201920182017201620152014
MCI
Barings Corporate Investors
7.85%8.29%7.70%7.31%6.01%7.28%7.12%8.16%7.86%7.75%8.70%7.55%
BST
BlackRock Science and Technology Trust
8.01%8.21%8.91%10.57%8.53%3.85%5.46%6.41%4.80%6.69%6.93%0.57%

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 -46.58%. Use the drawdown chart below to compare losses from any high point for MCI and BST. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember20250
-14.03%
MCI
BST

Volatility

MCI vs. BST - Volatility Comparison

Barings Corporate Investors (MCI) has a higher volatility of 6.19% compared to BlackRock Science and Technology Trust (BST) at 5.40%. This indicates that MCI's price experiences larger fluctuations and is considered to be riskier than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
6.19%
5.40%
MCI
BST

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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