MCI vs BLUC

Comparison between Barings Corporate Investors (MCI, ETF) and BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF).

MCI vs BLUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCI(ETF)	BLUC(ETF)
Net Assets	$335M	$334M
Expense Ratio	N/A	0.23%
Max Drawdown	64.05%	10.78%
Sharpe Ratio	-0.83	1.04
5Y Beta	0.19	1.07
5Y Dividends CAGR	15.81%	N/A

Net Assets

Winner

MCI

$335M

BLUC

$334M

Expense Ratio

MCI

N/A

BLUC

0.23%

Max Drawdown

MCI

64.05%

Winner

BLUC

10.78%

Sharpe Ratio

MCI

-0.83

Winner

BLUC

1.04

5Y Beta

Winner

MCI

0.19

BLUC

1.07

5Y Dividends CAGR

MCI

15.81%

BLUC

N/A

MCI vs BLUC - Historical Returns

Returns include dividend reinvestment.

Period	MCI	BLUC
1 month	-2.53%	+0.44%
3 months	-1.45%	+6.42%
6 months	-16.81%	+9.33%
1 year	-11.89%	+18.53%
5 years(CAGR)	+10.52%	N/A
10 years(CAGR)	+7.32%	N/A
Max(CAGR)	+10.69%	+22.33%

MCI

-2.53%

Winner

BLUC

+0.44%

MCI

-1.45%

Winner

BLUC

+6.42%

MCI

-16.81%

Winner

BLUC

+9.33%

MCI

-11.89%

Winner

BLUC

+18.53%

5Y(CAGR)

MCI

+10.52%

BLUC

N/A

10Y(CAGR)

MCI

+7.32%

BLUC

N/A

Max(CAGR)

MCI

+10.69%

Winner

BLUC

+22.33%

MCI vs BLUC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	BLUC
2026	-6.81%	+8.95%
2025	-2.24%	+14.03%
2024	+25.47%	N/A
2023	+44.43%	N/A
2022	-5.06%	N/A
2021	+28.28%	N/A
2020	-15.03%	N/A
2019	+20.89%	N/A
2018	+2.87%	N/A
2017	+6.96%	N/A
2016	-3.80%	N/A
2015	+19.34%	N/A
2014	+14.78%	N/A
2013	+2.90%	N/A
2012	-4.33%	N/A
2011	+24.49%	N/A
2010	+31.19%	N/A
2009	+44.56%	N/A
2008	-27.72%	N/A
2007	-6.42%	N/A
2006	+23.05%	N/A
2005	+15.14%	N/A
2004	+35.66%	N/A
2003	+28.22%	N/A
2002	-0.10%	N/A
2001	-0.01%	N/A
2000	+18.33%	N/A
1999	+15.71%	N/A

MCI vs BLUC Drawdown Comparison

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

The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current MCI drawdown is -25.25%. The current BLUC drawdown is -2.62%.

Rank	MCI	BLUC
#1	-57.11% Feb 7, 2007 - Aug 16, 2010	-10.68% Jan 12, 2026 - Apr 15, 2026
#2	-44.64% Feb 14, 2020 - Aug 11, 2021	-5.65% Jun 2, 2026 - Jun 10, 2026
#3	-27.61% Feb 20, 2025 - May 11, 2026	-5.58% Oct 29, 2025 - Dec 24, 2025
#4	-24.09% Aug 15, 2016 - Feb 22, 2019	-2.96% Oct 8, 2025 - Oct 24, 2025
#5	-22.89% Aug 27, 2001 - Aug 21, 2003	-2.35% Jul 28, 2025 - Aug 8, 2025
#6	-20.91% Jan 18, 2022 - Jun 13, 2023	-2.03% May 14, 2026 - May 26, 2026
#7	-20.24% May 26, 2011 - Oct 6, 2011	-1.86% Aug 14, 2025 - Aug 27, 2025
#8	-20.21% Jan 17, 2012 - Jan 16, 2013	-1.61% Sep 22, 2025 - Oct 1, 2025
#9	-19.37% Feb 16, 2000 - May 26, 2000	-1.54% Aug 28, 2025 - Sep 9, 2025
#10	-17.12% May 22, 2013 - Nov 17, 2014	-1.23% Dec 26, 2025 - Jan 9, 2026
#11	-13.04% Mar 7, 2001 - May 15, 2001	-0.95% Apr 17, 2026 - Apr 22, 2026
#12	-12.54% Feb 14, 2005 - Jun 17, 2005	-0.78% Jul 3, 2025 - Jul 17, 2025
#13	-12.46% Dec 5, 2011 - Jan 17, 2012	-0.65% Apr 27, 2026 - Apr 30, 2026
#14	-12.18% Dec 17, 1999 - Feb 16, 2000	-0.62% Apr 22, 2026 - Apr 24, 2026
#15	-11.79% Nov 18, 2010 - Feb 15, 2011	-0.43% Sep 15, 2025 - Sep 18, 2025

Correlation

Correlation between MCI and BLUC is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (1999 - 2026)

MCI vs BLUC dividend yield comparison.

Year	MCI	BLUC
2026	2.36%	0.20%
2025	8.82%	0.46%
2024	8.29%	0.00%
2023	7.70%	0.00%
2022	7.31%	0.00%
2021	6.01%	0.00%
2020	7.28%	0.00%
2019	7.12%	0.00%
2018	8.16%	0.00%
2017	7.86%	0.00%
2016	7.75%	0.00%
2015	6.96%	0.00%
2014	7.55%	0.00%
2013	8.04%	0.00%
2012	10.47%	0.00%
2011	7.50%	0.00%
2010	7.07%	0.00%
2009	8.61%	0.00%
2008	11.22%	0.00%
2007	8.51%	0.00%
2006	7.11%	0.00%
2005	7.62%	0.00%
2004	7.58%	0.00%
2003	6.46%	0.00%
2002	7.39%	0.00%
2001	9.08%	0.00%
2000	12.55%	0.00%
1999	6.83%	0.00%