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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.

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Returns By Period

In the year-to-date period, MCI achieves a -4.94% return, which is significantly higher than EOS-USD's -52.28% return.


MCI

1D
0.12%
1M
-5.96%
6M
-9.01%
YTD
-4.94%
1Y
-14.46%
3Y*
12.14%
5Y*
10.74%
10Y*
7.22%

EOS-USD

1D
1.72%
1M
3.93%
6M
-58.05%
YTD
-52.28%
1Y
-86.38%
3Y*
-53.57%
5Y*
-53.95%
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
-4.94%-3.74%20.83%44.49%-5.91%29.03%-15.77%23.40%4.35%7.93%
EOS-USD
EOS
-52.28%-79.52%-8.35%-1.89%-71.60%16.76%0.93%0.16%-70.72%2,091.49%

Correlation

The correlation between MCI and EOS-USD is 0.04, 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

0.04

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

0.02

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

0.04

Correlation (All Time)
Calculated using the full available price history since Jun 27, 2017

0.03

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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: 1818
Overall Rank
MCI Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
MCI Sortino Ratio Rank: 1616
Sortino Ratio Rank
MCI Omega Ratio Rank: 1616
Omega Ratio Rank
MCI Calmar Ratio Rank: 2222
Calmar Ratio Rank
MCI Martin Ratio Rank: 2020
Martin Ratio Rank

EOS-USD
EOS-USD Risk / Return Rank: 99
Overall Rank
EOS-USD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
EOS-USD Sortino Ratio Rank: 11
Sortino Ratio Rank
EOS-USD Omega Ratio Rank: 11
Omega Ratio Rank
EOS-USD Calmar Ratio Rank: 55
Calmar Ratio Rank
EOS-USD Martin Ratio Rank: 3636
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MCIEOS-USDDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+2.01

Omega ratioGain probability vs. loss probability

0.90

0.71

+0.19

Calmar ratioReturn relative to maximum drawdown

-0.61

-0.97

+0.36

Martin ratioReturn relative to average drawdown

-1.12

-1.25

+0.13

MCI vs. EOS-USD - Sharpe Ratio Comparison

The current MCI Sharpe Ratio is -0.67, which is higher than the EOS-USD Sharpe Ratio of -1.13. 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.


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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 -99.72%. Use the drawdown chart below to compare losses from any high point for MCI and EOS-USD.


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Drawdown Indicators


MCIEOS-USDDifference

Max Drawdown

Largest peak-to-trough decline

-57.08%

-99.72%

+42.64%

Max Drawdown (1Y)

Largest decline over 1 year

-23.76%

-90.38%

+66.62%

Max Drawdown (3Y)

Largest decline over 3 years

-27.58%

-95.62%

+68.04%

Max Drawdown (5Y)

Largest decline over 5 years

-27.58%

-99.05%

+71.47%

Max Drawdown (10Y)

Largest decline over 10 years

-44.64%

Current Drawdown

Current decline from peak

-25.41%

-99.65%

+74.24%

Average Drawdown

Average peak-to-trough decline

-9.66%

-85.04%

+75.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.96%

63.19%

-50.23%

Volatility

MCI vs. EOS-USD - Volatility Comparison

The current volatility for Barings Corporate Investors (MCI) is 4.80%, while EOS (EOS-USD) has a volatility of 18.88%. 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.


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Volatility by Period


MCIEOS-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.80%

18.88%

-14.08%

Volatility (6M)

Calculated over the trailing 6-month period

14.68%

57.78%

-43.10%

Volatility (1Y)

Calculated over the trailing 1-year period

21.57%

64.68%

-43.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.96%

71.41%

-49.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.61%

108.86%

-84.25%

Frequently Asked Questions


MCI and EOS-USD have a correlation of 0.04, 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 (18.88%) compared to MCI (4.80%). In terms of maximum drawdown, MCI dropped -57.08% vs EOS-USD's -99.72%.

MCI currently has the higher Sharpe Ratio (-0.67 vs -1.13), 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.

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