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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 -1.62% return, which is significantly higher than EOS-USD's -61.85% return.


MCI

1D
-0.29%
1M
0.20%
YTD
-1.62%
6M
-8.37%
1Y
-8.87%
3Y*
14.08%
5Y*
11.58%
10Y*
8.13%

EOS-USD

1D
-2.64%
1M
-23.16%
YTD
-61.85%
6M
-60.55%
1Y
-88.12%
3Y*
-56.15%
5Y*
-55.77%
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
-1.62%-3.74%20.83%44.49%-5.91%29.03%-15.77%23.40%4.35%7.93%
EOS-USD
EOS
-61.85%-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 0.03, 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

0.03

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: 2626
Overall Rank
MCI Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
MCI Sortino Ratio Rank: 2323
Sortino Ratio Rank
MCI Omega Ratio Rank: 2323
Omega Ratio Rank
MCI Calmar Ratio Rank: 3131
Calmar Ratio Rank
MCI Martin Ratio Rank: 3030
Martin Ratio Rank

EOS-USD
EOS-USD Risk / Return Rank: 55
Overall Rank
EOS-USD Sharpe Ratio Rank: 00
Sharpe Ratio Rank
EOS-USD Sortino Ratio Rank: 00
Sortino Ratio Rank
EOS-USD Omega Ratio Rank: 00
Omega Ratio Rank
EOS-USD Calmar Ratio Rank: 33
Calmar Ratio Rank
EOS-USD Martin Ratio Rank: 2020
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

+0.75

Sortino ratioReturn per unit of downside risk

+2.65

Omega ratioGain probability vs. loss probability

0.95

0.68

+0.26

Calmar ratioReturn relative to maximum drawdown

-0.38

-0.99

+0.61

Martin ratioReturn relative to average drawdown

-0.73

-1.34

+0.61

MCI vs. EOS-USD - Sharpe Ratio Comparison

The current MCI Sharpe Ratio is -0.41, which is higher than the EOS-USD Sharpe Ratio of -1.16. 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%

-90.31%

+66.55%

Max Drawdown (3Y)

Largest decline over 3 years

-27.58%

-95.59%

+68.01%

Max Drawdown (5Y)

Largest decline over 5 years

-27.58%

-99.04%

+71.46%

Max Drawdown (10Y)

Largest decline over 10 years

-44.64%

Current Drawdown

Current decline from peak

-22.80%

-99.72%

+76.92%

Average Drawdown

Average peak-to-trough decline

-9.64%

-84.95%

+75.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.25%

67.86%

-55.61%

Volatility

MCI vs. EOS-USD - Volatility Comparison

The current volatility for Barings Corporate Investors (MCI) is 6.25%, while EOS (EOS-USD) has a volatility of 30.03%. 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

6.25%

30.03%

-23.78%

Volatility (6M)

Calculated over the trailing 6-month period

15.27%

57.74%

-42.47%

Volatility (1Y)

Calculated over the trailing 1-year period

21.91%

63.84%

-41.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.91%

71.77%

-49.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.66%

109.11%

-84.45%

Frequently Asked Questions


MCI and EOS-USD have a correlation of 0.03, 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 (30.03%) compared to MCI (6.25%). In terms of maximum drawdown, MCI dropped -57.08% vs EOS-USD's -99.72%.

MCI currently has the higher Sharpe Ratio (-0.41 vs -1.16), 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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