MCI vs. SPY
Compare and contrast key facts about Barings Corporate Investors (MCI) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCI or SPY.
Correlation
The correlation between MCI and SPY is 0.09, 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.
Performance
MCI vs. SPY - Performance Comparison
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Key characteristics
MCI:
0.72
SPY:
0.68
MCI:
0.99
SPY:
1.09
MCI:
1.15
SPY:
1.16
MCI:
0.69
SPY:
0.73
MCI:
1.89
SPY:
2.81
MCI:
8.83%
SPY:
4.88%
MCI:
25.86%
SPY:
20.30%
MCI:
-57.08%
SPY:
-55.19%
MCI:
-23.60%
SPY:
-2.66%
Returns By Period
In the year-to-date period, MCI achieves a -6.28% return, which is significantly lower than SPY's 1.80% return. Over the past 10 years, MCI has underperformed SPY with an annualized return of 9.67%, while SPY has yielded a comparatively higher 12.75% annualized return.
MCI
-6.28%
-9.00%
-1.90%
18.44%
20.82%
15.32%
9.67%
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
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Risk-Adjusted Performance
MCI vs. SPY — Risk-Adjusted Performance Rank
MCI
SPY
MCI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Corporate Investors (MCI) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
MCI vs. SPY - Dividend Comparison
MCI's dividend yield for the trailing twelve months is around 8.85%, more than SPY's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCI Barings Corporate Investors | 8.85% | 8.29% | 7.70% | 7.31% | 6.01% | 7.28% | 7.12% | 8.16% | 7.86% | 7.75% | 6.96% | 7.55% |
SPY SPDR S&P 500 ETF | 1.20% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
MCI vs. SPY - Drawdown Comparison
The maximum MCI drawdown since its inception was -57.08%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for MCI and SPY. For additional features, visit the drawdowns tool.
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Volatility
MCI vs. SPY - Volatility Comparison
Barings Corporate Investors (MCI) has a higher volatility of 6.60% compared to SPDR S&P 500 ETF (SPY) at 5.51%. This indicates that MCI's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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