MPV vs. MCI
Compare and contrast key facts about Barings Participation Investors (MPV) and Barings Corporate Investors (MCI).
Performance
MPV vs. MCI - Performance Comparison
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MPV vs. MCI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 9.50% | 0.74% | 20.52% | 39.14% | -10.73% | 31.93% | -21.01% | 14.57% | 14.84% | 7.04% |
MCI Barings Corporate Investors | -2.09% | -3.74% | 20.83% | 44.49% | -5.91% | 29.03% | -15.77% | 23.40% | 4.35% | 6.48% |
Fundamentals
MPV:
$2.84
MCI:
$1.56
MPV:
6.13
MCI:
11.38
MPV:
0.43
MCI:
0.14
MPV:
4.90
MCI:
8.86
MPV:
$38.16M
MCI:
$41.06M
MPV:
$38.32M
MCI:
$41.06M
MPV:
$0.00
MCI:
$0.00
Returns By Period
In the year-to-date period, MPV achieves a 9.50% return, which is significantly higher than MCI's -2.09% return. Over the past 10 years, MPV has outperformed MCI with an annualized return of 10.08%, while MCI has yielded a comparatively lower 8.42% annualized return.
MPV
- 1D
- 1.52%
- 1M
- -7.05%
- YTD
- 9.50%
- 6M
- -10.53%
- 1Y
- 11.69%
- 3Y*
- 21.13%
- 5Y*
- 15.12%
- 10Y*
- 10.08%
MCI
- 1D
- 3.07%
- 1M
- -11.59%
- YTD
- -2.09%
- 6M
- -11.16%
- 1Y
- -14.41%
- 3Y*
- 17.52%
- 5Y*
- 13.29%
- 10Y*
- 8.42%
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Return for Risk
MPV vs. MCI — Risk / Return Rank
MPV
MCI
MPV vs. MCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) and Barings Corporate Investors (MCI). 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.
| MPV | MCI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -0.57 | +1.03 |
Sortino ratioReturn per unit of downside risk | 0.83 | -0.66 | +1.49 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.92 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | -0.84 | +1.19 |
Martin ratioReturn relative to average drawdown | 1.37 | -1.93 | +3.30 |
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
| MPV | MCI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -0.57 | +1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.61 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.34 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.52 | -0.15 |
Correlation
The correlation between MPV and MCI 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
MPV vs. MCI - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 8.51%, less than MCI's 9.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 8.51% | 9.31% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% |
MCI Barings Corporate Investors | 9.00% | 8.82% | 8.29% | 7.70% | 7.31% | 6.01% | 7.28% | 7.12% | 8.16% | 7.86% | 7.75% | 6.96% |
Drawdowns
MPV vs. MCI - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, smaller than the maximum MCI drawdown of -57.08%. Use the drawdown chart below to compare losses from any high point for MPV and MCI.
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Drawdown Indicators
| MPV | MCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -57.08% | +3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -19.76% | -21.53% | +1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -22.63% | -25.47% | +2.84% |
Max Drawdown (10Y)Largest decline over 10 years | -54.02% | -44.64% | -9.38% |
Current DrawdownCurrent decline from peak | -12.14% | -23.17% | +11.03% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -9.57% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 9.34% | -4.26% |
Volatility
MPV vs. MCI - Volatility Comparison
Barings Participation Investors (MPV) has a higher volatility of 10.78% compared to Barings Corporate Investors (MCI) at 8.00%. This indicates that MPV's price experiences larger fluctuations and is considered to be riskier than MCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPV | MCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.78% | 8.00% | +2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 19.52% | 15.79% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.81% | 25.63% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.99% | 21.72% | -0.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 24.71% | +1.08% |
Financials
MPV vs. MCI - Financials Comparison
This section allows you to compare key financial metrics between Barings Participation Investors and Barings Corporate 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