PortfoliosLab logoPortfoliosLab logo
MCI vs. EOS-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

MCI vs. EOS-USD - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, MCI achieves a -2.30% return, which is significantly higher than EOS-USD's -50.36% return.


MCI

1D
-0.40%
1M
1.68%
YTD
-2.30%
6M
-12.89%
1Y
-3.86%
3Y*
16.87%
5Y*
11.31%
10Y*
7.88%

EOS-USD

1D
1.17%
1M
-10.07%
YTD
-50.36%
6M
-58.40%
1Y
-87.33%
3Y*
-54.53%
5Y*
-57.47%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MCI vs. EOS-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MCI
Barings Corporate Investors
-2.30%-3.74%20.83%44.49%-5.91%29.03%-15.77%23.40%4.35%7.32%
EOS-USD
EOS
-50.36%-79.52%-8.35%-1.89%-71.60%16.76%0.93%0.16%-70.72%931.30%

Correlation

The correlation between MCI and EOS-USD is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2017

0.03

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

MCI vs. EOS-USD — Risk / Return Rank

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

MCI
MCI Risk / Return Rank: 3333
Overall Rank
MCI Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
MCI Sortino Ratio Rank: 2828
Sortino Ratio Rank
MCI Omega Ratio Rank: 2828
Omega Ratio Rank
MCI Calmar Ratio Rank: 3636
Calmar Ratio Rank
MCI Martin Ratio Rank: 3535
Martin Ratio Rank

EOS-USD
EOS-USD Risk / Return Rank: 99
Overall Rank
EOS-USD Sharpe Ratio Rank: 22
Sharpe Ratio Rank
EOS-USD Sortino Ratio Rank: 11
Sortino Ratio Rank
EOS-USD Omega Ratio Rank: 00
Omega Ratio Rank
EOS-USD Calmar Ratio Rank: 77
Calmar Ratio Rank
EOS-USD Martin Ratio Rank: 3535
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. EOS-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barings Corporate Investors (MCI) and EOS (EOS-USD). 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.


MCIEOS-USDDifference
Sharpe ratioReturn per unit of total volatility

+1.04

Sortino ratioReturn per unit of downside risk

+3.13

Omega ratioGain probability vs. loss probability

0.99

0.67

+0.31

Calmar ratioReturn relative to maximum drawdown

-0.16

-0.98

+0.82

Martin ratioReturn relative to average drawdown

-0.34

-1.31

+0.98

MCI vs. EOS-USD - Sharpe Ratio Comparison

The current MCI Sharpe Ratio is -0.17, which is higher than the EOS-USD Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of MCI and EOS-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


MCIEOS-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.17

-1.21

+1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

-0.66

+1.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

-0.19

+0.70

Drawdowns

MCI vs. EOS-USD - Drawdown Comparison

The maximum MCI drawdown since its inception was -57.08%, smaller than the maximum EOS-USD drawdown of -99.67%. Use the drawdown chart below to compare losses from any high point for MCI and EOS-USD.


Loading charts...

Drawdown Indicators


MCIEOS-USDDifference

Max Drawdown

Largest peak-to-trough decline

-57.08%

-99.67%

+42.59%

Max Drawdown (1Y)

Largest decline over 1 year

-23.76%

-88.61%

+64.85%

Max Drawdown (3Y)

Largest decline over 3 years

-27.58%

-94.74%

+67.16%

Max Drawdown (5Y)

Largest decline over 5 years

-27.58%

-98.86%

+71.28%

Max Drawdown (10Y)

Largest decline over 10 years

-44.64%

Current Drawdown

Current decline from peak

-23.33%

-99.63%

+76.30%

Average Drawdown

Average peak-to-trough decline

-9.63%

-84.90%

+75.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.40%

68.30%

-56.90%

Volatility

MCI vs. EOS-USD - Volatility Comparison

The current volatility for Barings Corporate Investors (MCI) is 5.81%, while EOS (EOS-USD) has a volatility of 18.46%. This indicates that MCI experiences smaller price fluctuations and is considered to be less risky than EOS-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


MCIEOS-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.81%

18.46%

-12.65%

Volatility (6M)

Calculated over the trailing 6-month period

14.91%

51.96%

-37.05%

Volatility (1Y)

Calculated over the trailing 1-year period

22.60%

61.53%

-38.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.80%

73.29%

-51.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.65%

104.57%

-79.92%

Frequently Asked Questions


MCI and EOS-USD have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EOS-USD has higher volatility (18.46%) compared to MCI (5.81%). In terms of maximum drawdown, MCI dropped -57.08% vs EOS-USD's -99.67%.

MCI currently has the higher Sharpe Ratio (-0.17 vs -1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MCI and EOS-USD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer