MCI vs. HTDIX
MCI (Barings Corporate Investors) is a stock, while HTDIX (Tactical Dividend and Momentum Fund) is Tactical Allocation fund managed by Hanlon. Over the past 10 years, MCI returned 6.75%/yr vs 7.32%/yr for HTDIX. Their 0.11 correlation means their historical movements had little consistent relationship.
Performance
MCI vs. HTDIX - Performance Comparison
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Returns By Period
In the year-to-date period, MCI achieves a -7.54% return, which is significantly lower than HTDIX's 6.42% return. Over the past 10 years, MCI has underperformed HTDIX with an annualized return of 6.75%, while HTDIX has yielded a comparatively higher 7.32% annualized return.
MCI
- 1D
- -0.74%
- 1M
- -5.47%
- 6M
- -19.43%
- YTD
- -7.54%
- 1Y
- -13.86%
- 3Y*
- 10.71%
- 5Y*
- 9.72%
- 10Y*
- 6.75%
- ALL TIME*
- 11.70%
HTDIX
- 1D
- 0.25%
- 1M
- -0.75%
- 6M
- 4.46%
- YTD
- 6.42%
- 1Y
- 14.30%
- 3Y*
- 13.40%
- 5Y*
- 6.68%
- 10Y*
- 7.32%
- ALL TIME*
- 6.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $425.41K | $439.28K | $589.67K |
MCI vs. HTDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCI Barings Corporate Investors | -7.54% | -3.74% | 20.83% | 44.49% | -5.91% | 29.03% | -15.77% | 23.40% | 4.35% | 6.48% |
HTDIX Tactical Dividend and Momentum Fund | 6.42% | 12.92% | 18.32% | 12.48% | -15.78% | 17.64% | 4.37% | 14.00% | -5.63% | 14.81% |
Correlation
The correlation between MCI and HTDIX is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.14 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2015 | 0.11 |
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Return for Risk
MCI vs. HTDIX — Risk / Return Rank
MCI
HTDIX
MCI vs. HTDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Corporate Investors (MCI) and Tactical Dividend and Momentum Fund (HTDIX). 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.
| MCI | HTDIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.79 | ||
| Sortino ratioReturn per unit of downside risk | -2.40 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.21 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.59 | 2.11 | -2.69 |
| Martin ratioReturn relative to average drawdown | -1.00 | 7.13 | -8.13 |
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Drawdowns
MCI vs. HTDIX - Drawdown Comparison
The maximum MCI drawdown since its inception was -57.08%, which is greater than HTDIX's maximum drawdown of -18.08%. Use the drawdown chart below to compare losses from any high point for MCI and HTDIX.
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Drawdown Indicators
| MCI | HTDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.08% | -18.08% | -39.00% |
Max Drawdown (1Y)Largest decline over 1 year | -23.76% | -5.93% | -17.83% |
Max Drawdown (3Y)Largest decline over 3 years | -27.58% | -18.08% | -9.50% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -18.08% | -9.50% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -18.08% | -26.56% |
Current DrawdownCurrent decline from peak | -27.44% | -1.91% | -25.53% |
Average DrawdownAverage peak-to-trough decline | -9.68% | -5.34% | -4.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.84% | 1.75% | +12.09% |
Volatility
MCI vs. HTDIX - Volatility Comparison
Barings Corporate Investors (MCI) has a higher volatility of 3.92% compared to Tactical Dividend and Momentum Fund (HTDIX) at 3.23%. This indicates that MCI's price experiences larger fluctuations and is considered to be riskier than HTDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCI | HTDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 3.23% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 8.00% | +5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 11.04% | +10.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.92% | 11.52% | +10.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.61% | 12.07% | +12.54% |
Dividends
MCI vs. HTDIX - Dividend Comparison
MCI's dividend yield for the trailing twelve months is around 9.75%, while HTDIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTDIX Tactical Dividend and Momentum Fund | 0.00% | 0.00% | 0.00% | 1.92% | 0.00% | 14.07% | 0.00% | 0.69% | 0.36% | 0.65% | 1.29% | 0.34% |
MCI Barings Corporate Investors | 9.75% | 8.82% | 8.29% | 7.70% | 7.31% | 6.01% | 7.28% | 7.12% | 8.16% | 7.86% | 7.75% | 6.96% |
Frequently Asked Questions
MCI and HTDIX have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MCI has higher volatility (3.92%) compared to HTDIX (3.23%). In terms of maximum drawdown, MCI dropped -57.08% vs HTDIX's -18.08%.
HTDIX currently has the higher Sharpe Ratio (1.13 vs -0.66), 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.
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