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MFIC vs. PICK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MFIC vs. PICK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MidCap Financial Investment Corporation (MFIC) and iShares MSCI Global Select Metals & Mining Producers ETF (PICK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MFIC achieves a -6.27% return, which is significantly lower than PICK's 30.58% return. Over the past 10 years, MFIC has underperformed PICK with an annualized return of 7.83%, while PICK has yielded a comparatively higher 17.67% annualized return.


MFIC

1D
-4.32%
1M
-14.19%
YTD
-6.27%
6M
-9.35%
1Y
-9.73%
3Y*
7.31%
5Y*
5.13%
10Y*
7.83%

PICK

1D
-2.74%
1M
11.27%
YTD
30.58%
6M
38.84%
1Y
88.13%
3Y*
22.92%
5Y*
11.78%
10Y*
17.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFIC vs. PICK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MFIC
MidCap Financial Investment Corporation
-6.27%-4.34%11.25%35.48%0.19%33.67%-28.54%56.97%-18.11%6.51%
PICK
iShares MSCI Global Select Metals & Mining Producers ETF
30.58%51.89%-16.37%9.69%2.54%22.61%27.46%16.47%-18.65%38.42%

Correlation

The correlation between MFIC and PICK is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

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

0.32

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

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2012

0.40

Over the past year, the correlation between MFIC and PICK has dropped to 0.20 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.

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Return for Risk

MFIC vs. PICK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFIC
MFIC Risk / Return Rank: 2121
Overall Rank
MFIC Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
MFIC Sortino Ratio Rank: 2121
Sortino Ratio Rank
MFIC Omega Ratio Rank: 2121
Omega Ratio Rank
MFIC Calmar Ratio Rank: 2626
Calmar Ratio Rank
MFIC Martin Ratio Rank: 1717
Martin Ratio Rank

PICK
PICK Risk / Return Rank: 8484
Overall Rank
PICK Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
PICK Sortino Ratio Rank: 7979
Sortino Ratio Rank
PICK Omega Ratio Rank: 8383
Omega Ratio Rank
PICK Calmar Ratio Rank: 8383
Calmar Ratio Rank
PICK Martin Ratio Rank: 8585
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.

MFIC vs. PICK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MidCap Financial Investment Corporation (MFIC) and iShares MSCI Global Select Metals & Mining Producers ETF (PICK). 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.


MFICPICKDifference
Sharpe ratioReturn per unit of total volatility

-3.57

Sortino ratioReturn per unit of downside risk

-4.06

Omega ratioGain probability vs. loss probability

0.95

1.51

-0.56

Calmar ratioReturn relative to maximum drawdown

-0.42

4.53

-4.95

Martin ratioReturn relative to average drawdown

-1.12

18.20

-19.32

MFIC vs. PICK - Sharpe Ratio Comparison

The current MFIC Sharpe Ratio is -0.42, which is lower than the PICK Sharpe Ratio of 3.16. The chart below compares the historical Sharpe Ratios of MFIC and PICK, 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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Sharpe Ratios by Period


MFICPICKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.42

3.16

-3.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.43

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.62

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

0.21

-0.07

Drawdowns

MFIC vs. PICK - Drawdown Comparison

The maximum MFIC drawdown since its inception was -87.97%, which is greater than PICK's maximum drawdown of -68.87%. Use the drawdown chart below to compare losses from any high point for MFIC and PICK.


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Drawdown Indicators


MFICPICKDifference

Max Drawdown

Largest peak-to-trough decline

-87.97%

-68.87%

-19.10%

Max Drawdown (1Y)

Largest decline over 1 year

-23.46%

-19.54%

-3.92%

Max Drawdown (3Y)

Largest decline over 3 years

-26.97%

-32.52%

+5.55%

Max Drawdown (5Y)

Largest decline over 5 years

-26.97%

-36.37%

+9.40%

Max Drawdown (10Y)

Largest decline over 10 years

-67.77%

-52.72%

-15.05%

Current Drawdown

Current decline from peak

-18.08%

-2.74%

-15.34%

Average Drawdown

Average peak-to-trough decline

-17.53%

-24.12%

+6.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.69%

4.86%

+3.83%

Volatility

MFIC vs. PICK - Volatility Comparison

The current volatility for MidCap Financial Investment Corporation (MFIC) is 7.99%, while iShares MSCI Global Select Metals & Mining Producers ETF (PICK) has a volatility of 10.99%. This indicates that MFIC experiences smaller price fluctuations and is considered to be less risky than PICK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MFICPICKDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.99%

10.99%

-3.00%

Volatility (6M)

Calculated over the trailing 6-month period

20.13%

24.11%

-3.98%

Volatility (1Y)

Calculated over the trailing 1-year period

23.38%

28.10%

-4.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.80%

27.78%

-4.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.03%

28.37%

+1.66%

Dividends

MFIC vs. PICK - Dividend Comparison

MFIC's dividend yield for the trailing twelve months is around 13.94%, more than PICK's 2.20% yield.


PositionTTM20252024202320222021202020192018201720162015
MFIC
MidCap Financial Investment Corporation
13.94%13.29%12.75%11.11%12.37%11.26%15.25%10.31%14.52%10.60%11.95%15.33%
PICK
iShares MSCI Global Select Metals & Mining Producers ETF
2.20%2.88%3.26%4.19%6.93%5.89%2.27%5.51%4.77%2.41%1.15%15.77%

Frequently Asked Questions


MFIC and PICK have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PICK has higher volatility (10.99%) compared to MFIC (7.99%). In terms of maximum drawdown, MFIC dropped -87.97% vs PICK's -68.87%.

PICK currently has the higher Sharpe Ratio (3.15 vs -0.42), 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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