Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCI (Barings Corporate Investors) | 8.87% | 27.79% | 27.58% | 19.34% | 11.28% | 11.73% | 10.30% | 9.22% |
Data as of 07/01/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCI (Barings Corporate Investors) | 03/17/1980 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.64 | 27.79 | 27.58 | 19.34 | 11.28 | 11.73 | 10.30 | 9.22 | 8.87 | 20.83 | 44.49 | -5.91 | 29.03 | -15.77 | 23.40 | 4.35 | 6.48 | -3.53 | 16.71 | 15.13 | 5.56 | -7.85 | 27.31 | 31.34 | 42.99 | -29.86 | -6.08 | 25.00 | 13.99 | 35.46 | 27.66 | 1.65 | 2.00 | 16.70 | -8.31 | -9.47 | 33.77 | 7.69 | 14.86 | 4.62 | 13.88 | -6.70 | 31.76 | -15.42 | -23.86 | -14.29 | -7.78 | 36.33 | 23.12 | 8.74 | 7.65 | 15.65 | 34.86 | 6.86 |
| Sharpe Ratio | NA | 0.76 | 0.97 | 0.75 | 0.40 | NA | NA | 0.27 | 0.30 | 0.82 | 2.04 | -0.36 | 1.95 | -0.31 | 1.35 | 0.23 | 0.40 | -0.18 | 1.27 | 1.13 | 0.30 | -0.39 | 1.02 | 1.27 | 1.08 | -0.53 | -0.43 | 1.32 | 0.69 | 1.97 | 1.47 | 0.02 | -0.02 | 0.51 | -0.49 | -0.61 | 2.51 | 0.38 | 0.81 | 0.11 | 0.94 | -0.57 | 1.57 | -0.79 | -1.35 | -1.13 | -0.47 | 1.54 | 1.08 | 0.09 | 0.06 | 0.34 | 0.98 | 0.02 |
| Standard Deviation(%) | NA | 27.73 | 23.61 | 21.34 | 24.24 | NA | NA | 22.92 | 33.97 | 21.07 | 20.26 | 20.52 | 14.86 | 51.33 | 16.21 | 12.84 | 14.76 | 20.78 | 13.18 | 13.33 | 18.41 | 20.41 | 26.74 | 24.57 | 39.78 | 57.64 | 21.62 | 16.45 | 17.03 | 17.48 | 18.29 | 20.45 | 19.56 | 24.51 | 23.82 | 21.13 | 11.93 | 10.59 | 13.49 | 13.56 | 12.34 | 16.03 | 17.63 | 26.39 | 22.12 | 16.88 | 25.54 | 20.66 | 16.30 | 18.43 | 21.02 | 22.78 | 24.65 | 26.82 |
| Draw Down(%) | NA | 24.28 | 24.28 | 24.28 | 44.64 | NA | NA | 65.17 | 24.28 | 9.87 | 11.70 | 20.94 | 5.60 | 44.64 | 7.94 | 4.72 | 8.04 | 24.10 | 8.30 | 7.79 | 17.12 | 20.18 | 20.25 | 11.79 | 36.15 | 46.59 | 22.55 | 7.95 | 12.54 | 5.87 | 8.69 | 22.77 | 20.21 | 19.37 | 23.61 | 25.00 | 8.96 | 7.38 | 7.46 | 12.41 | 6.48 | 12.45 | 7.18 | 39.39 | 35.31 | 21.73 | 30.85 | 7.89 | 7.38 | 13.61 | 14.95 | 8.05 | 9.17 | 24.44 |
| Yield(%) | 0.00 | 9.16 | 10.57 | 9.34 | 7.56 | 9.32 | 8.13 | 20.59 | 1.99 | 9.52 | 10.16 | 6.44 | 7.25 | 5.74 | 8.01 | 7.76 | 7.79 | 6.94 | 7.73 | 8.02 | 7.66 | 7.36 | 8.64 | 8.60 | 11.37 | 7.37 | 7.35 | 8.13 | 8.12 | 9.45 | 9.64 | 7.77 | 8.38 | 13.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCI (Barings Corporate Investors) |
-21.58%
Sep 1987 - Sep 1990 |
-11.07%
Feb 1987 - Feb 1992 |
-1.93%
Feb 1987 - Feb 1997 |
0.85%
Feb 1987 - Feb 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCI (Barings Corporate Investors) |
35.74%
Mar 2009 - Mar 2012 |
24.42%
Mar 2020 - Mar 2025 |
14.84%
Mar 2009 - Mar 2019 |
13.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart