MPV vs. PCN
Compare and contrast key facts about Barings Participation Investors (MPV) and PIMCO Corporate & Income Strategy Fund (PCN).
PCN is managed by PIMCO. It was launched on Dec 20, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPV or PCN.
Correlation
The correlation between MPV and PCN is 0.08, 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
MPV vs. PCN - Performance Comparison
Key characteristics
MPV:
1.53
PCN:
1.52
MPV:
2.22
PCN:
1.76
MPV:
1.28
PCN:
1.37
MPV:
2.28
PCN:
1.04
MPV:
7.58
PCN:
4.08
MPV:
3.11%
PCN:
4.03%
MPV:
15.39%
PCN:
10.83%
MPV:
-54.02%
PCN:
-61.13%
MPV:
0.00%
PCN:
-2.73%
Returns By Period
In the year-to-date period, MPV achieves a 2.40% return, which is significantly higher than PCN's 1.52% return. Over the past 10 years, MPV has outperformed PCN with an annualized return of 11.02%, while PCN has yielded a comparatively lower 8.36% annualized return.
MPV
2.40%
5.03%
14.91%
22.39%
9.46%
11.02%
PCN
1.52%
0.25%
5.52%
16.47%
1.93%
8.36%
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Risk-Adjusted Performance
MPV vs. PCN — Risk-Adjusted Performance Rank
MPV
PCN
MPV vs. PCN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) and PIMCO Corporate & Income Strategy Fund (PCN). 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.
Dividends
MPV vs. PCN - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 8.97%, less than PCN's 10.04% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Barings Participation Investors | 8.97% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 9.82% | 8.16% |
PIMCO Corporate & Income Strategy Fund | 10.04% | 10.10% | 10.93% | 12.71% | 7.93% | 7.87% | 7.41% | 9.64% | 7.88% | 12.02% | 10.27% | 11.31% |
Drawdowns
MPV vs. PCN - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, smaller than the maximum PCN drawdown of -61.13%. Use the drawdown chart below to compare losses from any high point for MPV and PCN. For additional features, visit the drawdowns tool.
Volatility
MPV vs. PCN - Volatility Comparison
Barings Participation Investors (MPV) has a higher volatility of 5.81% compared to PIMCO Corporate & Income Strategy Fund (PCN) at 3.18%. This indicates that MPV's price experiences larger fluctuations and is considered to be riskier than PCN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.