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:
1.23
USA:
0.07
MPV:
1.74
USA:
0.23
MPV:
1.25
USA:
1.03
MPV:
1.74
USA:
0.07
MPV:
5.35
USA:
0.30
MPV:
4.48%
USA:
4.27%
MPV:
19.40%
USA:
17.80%
MPV:
-54.02%
USA:
-69.05%
MPV:
-0.62%
USA:
-12.94%
Fundamentals
Returns By Period
In the year-to-date period, MPV achieves a 2.52% return, which is significantly higher than USA's -7.92% return. Both investments have delivered pretty close results over the past 10 years, with MPV having a 11.48% annualized return and USA not far behind at 11.17%.
MPV
2.52%
10.75%
6.74%
24.83%
15.67%
11.48%
USA
-7.92%
-6.57%
-9.64%
2.94%
14.30%
11.17%
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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 8.96%, less than USA's 11.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPV Barings Participation Investors | 8.96% | 9.19% | 8.27% | 6.98% | 5.41% | 6.73% | 6.70% | 7.18% | 7.66% | 7.61% | 7.86% | 8.16% |
USA Liberty All-Star Equity Fund | 11.15% | 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 -69.05%. 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
The current volatility for Barings Participation Investors (MPV) is 8.80%, while Liberty All-Star Equity Fund (USA) has a volatility of 10.92%. This indicates that MPV experiences smaller price fluctuations and is considered to be less risky 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