MCI vs. MPV
Compare and contrast key facts about Barings Corporate Investors (MCI) and Barings Participation Investors (MPV).
Performance
MCI vs. MPV - Performance Comparison
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MCI vs. MPV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCI Barings Corporate Investors | -5.01% | -3.74% | 20.83% | 44.49% | -5.91% | 29.03% | -15.77% | 23.40% | 4.35% | 6.48% |
MPV Barings Participation Investors | 7.87% | 0.74% | 20.52% | 39.14% | -10.73% | 31.93% | -21.01% | 14.57% | 14.84% | 7.04% |
Fundamentals
MCI:
$1.56
MPV:
$2.84
MCI:
11.04
MPV:
6.04
MCI:
0.14
MPV:
0.42
MCI:
8.60
MPV:
4.82
MCI:
$41.06M
MPV:
$38.16M
MCI:
$41.06M
MPV:
$38.32M
MCI:
$0.00
MPV:
$0.00
Returns By Period
In the year-to-date period, MCI achieves a -5.01% return, which is significantly lower than MPV's 7.87% return. Over the past 10 years, MCI has underperformed MPV with an annualized return of 8.09%, while MPV has yielded a comparatively higher 9.92% annualized return.
MCI
- 1D
- -1.03%
- 1M
- -13.80%
- YTD
- -5.01%
- 6M
- -13.55%
- 1Y
- -20.50%
- 3Y*
- 16.34%
- 5Y*
- 12.60%
- 10Y*
- 8.09%
MPV
- 1D
- 4.00%
- 1M
- -9.36%
- YTD
- 7.87%
- 6M
- -11.37%
- 1Y
- 5.34%
- 3Y*
- 20.53%
- 5Y*
- 14.78%
- 10Y*
- 9.92%
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Return for Risk
MCI vs. MPV — Risk / Return Rank
MCI
MPV
MCI vs. MPV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Corporate Investors (MCI) and Barings Participation Investors (MPV). 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.
| MCI | MPV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 0.21 | -1.02 |
Sortino ratioReturn per unit of downside risk | -1.03 | 0.48 | -1.51 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.06 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.85 | 0.36 | -1.21 |
Martin ratioReturn relative to average drawdown | -1.77 | 1.35 | -3.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MCI | MPV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 0.21 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.71 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.39 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.37 | +0.15 |
Correlation
The correlation between MCI and MPV is 0.17, 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.
Dividends
MCI vs. MPV - Dividend Comparison
MCI's dividend yield for the trailing twelve months is around 9.28%, more than MPV's 8.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCI Barings Corporate Investors | 9.28% | 8.82% | 8.29% | 7.70% | 7.31% | 6.01% | 7.28% | 7.12% | 8.16% | 7.86% | 7.75% | 6.96% |
MPV Barings Participation Investors | 8.63% | 9.31% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% |
Drawdowns
MCI vs. MPV - Drawdown Comparison
The maximum MCI drawdown since its inception was -57.08%, which is greater than MPV's maximum drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for MCI and MPV.
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Drawdown Indicators
| MCI | MPV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.08% | -54.02% | -3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -21.53% | -19.76% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.47% | -22.63% | -2.84% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -54.02% | +9.38% |
Current DrawdownCurrent decline from peak | -25.47% | -13.45% | -12.02% |
Average DrawdownAverage peak-to-trough decline | -9.56% | -7.73% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.37% | 5.20% | +5.17% |
Volatility
MCI vs. MPV - Volatility Comparison
The current volatility for Barings Corporate Investors (MCI) is 7.10%, while Barings Participation Investors (MPV) has a volatility of 10.75%. This indicates that MCI experiences smaller price fluctuations and is considered to be less risky than MPV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCI | MPV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.10% | 10.75% | -3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 19.50% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.59% | 25.82% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.68% | 20.99% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 25.79% | -1.09% |
Financials
MCI vs. MPV - Financials Comparison
This section allows you to compare key financial metrics between Barings Corporate Investors and Barings Participation Investors. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities