MPV vs. ADX

In the year-to-date period, MPV achieves a 0.70% return, which is significantly higher than ADX's -0.04% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: MPV at 10.85% and ADX at 10.85%.

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This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) and Adams Diversified Equity Fund, Inc. (ADX). 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.

The current MPV Sharpe Ratio is 1.22, which is higher than the ADX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of MPV and ADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MPV's dividend yield for the trailing twelve months is around 9.12%, less than ADX's 17.54% yield.

The maximum MPV drawdown since its inception was -54.02%, roughly equal to the maximum ADX drawdown of -56.82%. Use the drawdown chart below to compare losses from any high point for MPV and ADX. For additional features, visit the drawdowns tool.