MPV vs. USA
Compare and contrast key facts about Barings Participation Investors (MPV) and Liberty All-Star Equity Fund (USA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPV or USA.
Correlation
The correlation between MPV and USA is 0.09, 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. USA - Performance Comparison
Key characteristics
MPV:
1.53
USA:
1.32
MPV:
2.22
USA:
1.86
MPV:
1.28
USA:
1.23
MPV:
2.28
USA:
1.79
MPV:
7.58
USA:
7.51
MPV:
3.11%
USA:
2.47%
MPV:
15.39%
USA:
14.07%
MPV:
-54.02%
USA:
-69.06%
MPV:
0.00%
USA:
-2.73%
Fundamentals
Returns By Period
In the year-to-date period, MPV achieves a 2.40% return, which is significantly lower than USA's 2.59% return. Over the past 10 years, MPV has underperformed USA with an annualized return of 11.02%, while USA has yielded a comparatively higher 13.09% annualized return.
MPV
2.40%
5.03%
14.91%
22.39%
9.46%
11.02%
USA
2.59%
3.94%
9.40%
17.83%
10.91%
13.09%
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Risk-Adjusted Performance
MPV vs. USA — Risk-Adjusted Performance Rank
MPV
USA
MPV vs. USA - Risk-Adjusted Performance 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.
Dividends
MPV vs. USA - Dividend Comparison
MPV's dividend yield for the trailing twelve months is around 8.97%, more than USA's 7.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV 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% |
USA Liberty All-Star Equity Fund | 7.57% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
MPV vs. USA - Drawdown Comparison
The maximum MPV drawdown since its inception was -54.02%, smaller than the maximum USA drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for MPV and USA. For additional features, visit the drawdowns tool.
Volatility
MPV vs. USA - Volatility Comparison
Barings Participation Investors (MPV) has a higher volatility of 5.81% compared to Liberty All-Star Equity Fund (USA) at 5.02%. 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.
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