MPV vs. USA

In the year-to-date period, MPV achieves a 0.70% return, which is significantly higher than USA's -1.58% return. Over the past 10 years, MPV has underperformed USA with an annualized return of 10.85%, while USA has yielded a comparatively higher 11.95% annualized return.

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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.

The current MPV Sharpe Ratio is 1.22, which is higher than the USA Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of MPV and USA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MPV's dividend yield for the trailing twelve months is around 9.12%, less than USA's 10.43% yield.

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.

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.