JANW vs MCI

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF ALLIANZIM EQUITY LARGE CAP BUFFER20 JAN ETF (JANW, ETF) and Barings Corporate Investors (MCI, ETF).

5-Year PerformanceMCI has outperformed JANW, delivering a return of +10.9% compared to +8.1%

JANW vs MCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JANW(ETF)	MCI(ETF)
Net Assets	$341M	$343M
Expense Ratio	0.74%	N/A
Max Drawdown	9.69%	64.05%
Sharpe Ratio	1.69	-0.30
5Y Beta	0.37	0.17
5Y Dividends CAGR	N/A	15.81%

Net Assets

JANW

$341M

Winner

MCI

$343M

Expense Ratio

JANW

0.74%

MCI

N/A

Max Drawdown

Winner

JANW

9.69%

MCI

64.05%

Sharpe Ratio

Winner

JANW

1.69

MCI

-0.30

5Y Beta

JANW

0.37

Winner

MCI

0.17

5Y Dividends CAGR

JANW

N/A

MCI

15.81%

JANW vs MCI - Historical Returns

Returns include dividend reinvestment.

Period	JANW	MCI
1 month	+0.68%	-0.01%
3 months	+3.45%	-14.60%
6 months	+4.32%	-13.45%
1 year	+12.20%	-5.58%
5 years(CAGR)	+8.07%	+10.92%
10 years(CAGR)	N/A	+7.68%
Max(CAGR)	+8.35%	+10.78%

Winner

JANW

+0.68%

MCI

-0.01%

Winner

JANW

+3.45%

MCI

-14.60%

Winner

JANW

+4.32%

MCI

-13.45%

Winner

JANW

+12.20%

MCI

-5.58%

5Y(CAGR)

JANW

+8.07%

Winner

MCI

+10.92%

10Y(CAGR)

JANW

N/A

MCI

+7.68%

Max(CAGR)

JANW

+8.35%

Winner

MCI

+10.78%

JANW vs MCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JANW	MCI
2026	+3.67%	-6.04%
2025	+10.12%	-2.24%
2024	+11.54%	+25.47%
2023	+14.93%	+44.43%
2022	-1.01%	-5.06%
2021	+7.00%	+28.28%
2020	N/A	-15.03%
2019	N/A	+20.89%
2018	N/A	+2.87%
2017	N/A	+6.96%
2016	N/A	-3.80%
2015	N/A	+19.34%
2014	N/A	+14.78%
2013	N/A	+2.90%
2012	N/A	-4.33%
2011	N/A	+24.49%
2010	N/A	+31.19%
2009	N/A	+44.56%
2008	N/A	-27.72%
2007	N/A	-6.42%
2006	N/A	+23.05%
2005	N/A	+15.14%
2004	N/A	+35.66%
2003	N/A	+28.22%
2002	N/A	-0.10%
2001	N/A	-0.01%
2000	N/A	+18.33%
1999	N/A	+15.71%

JANW vs MCI Drawdown Comparison

The maximum drawdown for JANW was -9.69%, occurring on Jun 16, 2022. Recovery took 257 trading sessions.

The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The current JANW drawdown is -0.80%. The current MCI drawdown is -24.63%.

Rank	JANW	MCI
#1	-9.69% Jan 3, 2022 - Jan 11, 2023	-57.11% Feb 7, 2007 - Aug 16, 2010
#2	-8.66% Feb 19, 2025 - Jun 6, 2025	-44.64% Feb 14, 2020 - Aug 11, 2021
#3	-4.09% Sep 14, 2023 - Nov 7, 2023	-27.61% Feb 20, 2025 - May 11, 2026
#4	-3.65% Feb 2, 2026 - Apr 13, 2026	-24.09% Aug 15, 2016 - Feb 22, 2019
#5	-3.29% Feb 2, 2023 - Mar 31, 2023	-22.89% Aug 27, 2001 - Aug 21, 2003
#6	-2.55% Jul 16, 2024 - Aug 15, 2024	-20.91% Jan 18, 2022 - Jun 13, 2023
#7	-1.79% Mar 28, 2024 - May 6, 2024	-20.24% May 26, 2011 - Oct 6, 2011
#8	-1.42% Jan 20, 2021 - Feb 5, 2021	-20.21% Jan 17, 2012 - Jan 16, 2013
#9	-1.33% May 7, 2021 - May 27, 2021	-19.37% Feb 16, 2000 - May 26, 2000
#10	-1.32% Feb 8, 2021 - Mar 11, 2021	-17.12% May 22, 2013 - Nov 17, 2014
#11	-1.23% Jul 31, 2023 - Aug 29, 2023	-13.04% Mar 7, 2001 - May 15, 2001
#12	-1.10% Aug 30, 2024 - Sep 13, 2024	-12.54% Feb 14, 2005 - Jun 17, 2005
#13	-1.09% Nov 12, 2025 - Nov 25, 2025	-12.46% Dec 5, 2011 - Jan 17, 2012
#14	-1.07% Jan 6, 2025 - Jan 17, 2025	-12.18% Dec 17, 1999 - Feb 16, 2000
#15	-1.05% May 18, 2023 - May 26, 2023	-11.79% Nov 18, 2010 - Feb 15, 2011