MPV vs. USA
Compare and contrast key facts about Barings Participation Investors (MPV) and Liberty All-Star Equity Fund (USA).
Performance
MPV vs. USA - Performance Comparison
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MPV vs. USA - 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% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Fundamentals
MPV:
$187.12M
USA:
$1.70B
MPV:
$2.84
USA:
$1.42
MPV:
6.13
USA:
3.97
MPV:
4.90
USA:
4.72
MPV:
1.14
USA:
0.82
MPV:
$38.16M
USA:
$355.74M
MPV:
$38.32M
USA:
$329.90M
MPV:
$0.00
USA:
$305.11M
Returns By Period
In the year-to-date period, MPV achieves a 9.50% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, MPV has underperformed USA with an annualized return of 10.08%, while USA has yielded a comparatively higher 11.94% 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%
USA
- 1D
- 1.44%
- 1M
- -5.85%
- YTD
- -7.72%
- 6M
- -6.62%
- 1Y
- -5.00%
- 3Y*
- 7.24%
- 5Y*
- 3.73%
- 10Y*
- 11.94%
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Return for Risk
MPV vs. USA — Risk / Return Rank
MPV
USA
MPV vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Participation Investors (MPV) and Liberty All-Star Equity Fund (USA). 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 | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | -0.29 | +0.75 |
Sortino ratioReturn per unit of downside risk | 0.83 | -0.30 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.96 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | -0.28 | +0.63 |
Martin ratioReturn relative to average drawdown | 1.37 | -0.76 | +2.12 |
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 | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | -0.29 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.18 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.53 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.33 | +0.04 |
Correlation
The correlation between MPV and USA 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.
Dividends
MPV vs. USA - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 8.51%, less than USA's 12.08% 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% |
USA Liberty All-Star Equity Fund | 12.08% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Drawdowns
MPV vs. USA - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for MPV and USA.
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Drawdown Indicators
| MPV | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.02% | -69.15% | +15.13% |
Max Drawdown (1Y)Largest decline over 1 year | -19.76% | -15.28% | -4.48% |
Max Drawdown (5Y)Largest decline over 5 years | -22.63% | -34.05% | +11.42% |
Max Drawdown (10Y)Largest decline over 10 years | -54.02% | -47.07% | -6.95% |
Current DrawdownCurrent decline from peak | -12.14% | -12.67% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -11.53% | +3.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 5.64% | -0.56% |
Volatility
MPV vs. USA - Volatility Comparison
Barings Participation Investors (MPV) has a higher volatility of 10.78% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that MPV's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPV | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.78% | 5.71% | +5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 19.52% | 10.53% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.81% | 17.40% | +8.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.99% | 20.72% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 22.54% | +3.25% |
Financials
MPV vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Barings Participation Investors and Liberty All-Star Equity Fund. 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