JSTC vs MCI

Comparison between ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC, ETF) and Barings Corporate Investors (MCI, ETF).

5-Year PerformanceMCI has outperformed JSTC, delivering a return of +12.1% compared to +6.7%

JSTC vs MCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JSTC(ETF)	MCI(ETF)
Net Assets	$335M	$335M
Expense Ratio	0.89%	N/A
Max Drawdown	27.36%	64.05%
Sharpe Ratio	0.95	-0.10
5Y Beta	0.79	0.18
5Y Dividends CAGR	N/A	15.81%

Net Assets

Winner

JSTC

$335M

MCI

$335M

Expense Ratio

JSTC

0.89%

MCI

N/A

Max Drawdown

Winner

JSTC

27.36%

MCI

64.05%

Sharpe Ratio

Winner

JSTC

0.95

MCI

-0.10

5Y Beta

JSTC

0.79

Winner

MCI

0.18

5Y Dividends CAGR

JSTC

N/A

MCI

15.81%

JSTC vs MCI - Historical Returns

Returns include dividend reinvestment.

Period	JSTC	MCI
1 month	+6.67%	+6.55%
3 months	+15.21%	-5.18%
6 months	+13.19%	-6.86%
1 year	+19.07%	-7.69%
5 years(CAGR)	+6.68%	+12.10%
10 years(CAGR)	N/A	+8.43%
Max(CAGR)	+8.85%	+10.98%

Winner

JSTC

+6.67%

MCI

+6.55%

Winner

JSTC

+15.21%

MCI

-5.18%

Winner

JSTC

+13.19%

MCI

-6.86%

Winner

JSTC

+19.07%

MCI

-7.69%

5Y(CAGR)

JSTC

+6.68%

Winner

MCI

+12.10%

10Y(CAGR)

JSTC

N/A

MCI

+8.43%

Max(CAGR)

JSTC

+8.85%

Winner

MCI

+10.98%

JSTC vs MCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JSTC	MCI
2026	+11.88%	-1.20%
2025	+12.45%	-2.24%
2024	+10.26%	+25.47%
2023	+14.90%	+44.43%
2022	-17.69%	-5.06%
2021	+20.35%	+28.28%
2020	+2.16%	-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%

JSTC vs MCI Drawdown Comparison

The maximum drawdown for JSTC was -26.82%, occurring on Oct 12, 2022. Recovery took 673 trading sessions.

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

The current MCI drawdown is -20.74%.

Rank	JSTC	MCI
#1	-26.82% Nov 8, 2021 - Jul 16, 2024	-57.11% Feb 7, 2007 - Aug 16, 2010
#2	-16.71% Dec 4, 2024 - May 20, 2025	-44.64% Feb 14, 2020 - Aug 11, 2021
#3	-9.93% Feb 26, 2026 - Apr 17, 2026	-27.61% Feb 20, 2025 - May 11, 2026
#4	-6.01% Oct 27, 2025 - Dec 24, 2025	-24.09% Aug 15, 2016 - Feb 22, 2019
#5	-5.28% Sep 3, 2021 - Oct 20, 2021	-22.89% Aug 27, 2001 - Aug 21, 2003
#6	-5.02% Jul 16, 2024 - Aug 19, 2024	-20.91% Jan 18, 2022 - Jun 13, 2023
#7	-4.54% Feb 16, 2021 - Mar 11, 2021	-20.24% May 26, 2011 - Oct 6, 2011
#8	-4.52% Jan 20, 2021 - Feb 8, 2021	-20.21% Jan 17, 2012 - Jan 16, 2013
#9	-4.18% May 7, 2021 - May 26, 2021	-19.37% Feb 16, 2000 - May 26, 2000
#10	-3.71% Jul 12, 2021 - Jul 29, 2021	-17.12% May 22, 2013 - Nov 17, 2014
#11	-3.52% Oct 18, 2024 - Nov 7, 2024	-13.04% Mar 7, 2001 - May 15, 2001
#12	-3.32% Aug 30, 2024 - Sep 16, 2024	-12.54% Feb 14, 2005 - Jun 17, 2005
#13	-3.29% Jul 23, 2025 - Aug 13, 2025	-12.46% Dec 5, 2011 - Jan 17, 2012
#14	-3.23% May 8, 2026 - May 22, 2026	-12.18% Dec 17, 1999 - Feb 16, 2000
#15	-3.12% Jun 4, 2026 - Jun 15, 2026	-11.79% Nov 18, 2010 - Feb 15, 2011

Correlation

Correlation between JSTC and MCI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

JSTC vs MCI dividend yield comparison.

Year	JSTC	MCI
2026	0.00%	2.23%
2025	1.34%	8.82%
2024	1.11%	8.29%
2023	1.03%	7.70%
2022	0.83%	7.31%
2021	0.96%	6.01%
2020	0.00%	7.28%
2019	0.00%	7.12%
2018	0.00%	8.16%
2017	0.00%	7.86%
2016	0.00%	7.75%
2015	0.00%	6.96%
2014	0.00%	7.55%
2013	0.00%	8.04%
2012	0.00%	10.47%
2011	0.00%	7.50%
2010	0.00%	7.07%
2009	0.00%	8.61%
2008	0.00%	11.22%
2007	0.00%	8.51%
2006	0.00%	7.11%
2005	0.00%	7.62%
2004	0.00%	7.58%
2003	0.00%	6.46%
2002	0.00%	7.39%
2001	0.00%	9.08%
2000	0.00%	12.55%
1999	0.00%	6.83%