MCI vs CPLB

Comparison between Barings Corporate Investors (MCI, ETF) and NYLI MACKAY CORE PLUS BOND ETF (CPLB, ETF).

5-Year PerformanceMCI has outperformed CPLB, delivering a return of +10.5% compared to +0.6%

MCI vs CPLB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCI(ETF)	CPLB(ETF)
Net Assets	$335M	$336M
Expense Ratio	N/A	0.30%
Max Drawdown	64.05%	23.33%
Sharpe Ratio	-0.83	0.22
5Y Beta	0.19	0.04
5Y Dividends CAGR	15.81%	N/A

Net Assets

MCI

$335M

Winner

CPLB

$336M

Expense Ratio

MCI

N/A

CPLB

0.30%

Max Drawdown

MCI

64.05%

Winner

CPLB

23.33%

Sharpe Ratio

MCI

-0.83

Winner

CPLB

0.22

5Y Beta

MCI

0.19

Winner

CPLB

0.04

5Y Dividends CAGR

MCI

15.81%

CPLB

N/A

MCI vs CPLB - Historical Returns

Returns include dividend reinvestment.

Period	MCI	CPLB
1 month	-2.53%	-0.12%
3 months	-1.45%	-0.02%
6 months	-16.81%	+0.52%
1 year	-11.89%	+4.28%
5 years(CAGR)	+10.52%	+0.59%
10 years(CAGR)	+7.32%	N/A
Max(CAGR)	+10.69%	+0.77%

MCI

-2.53%

Winner

CPLB

-0.12%

MCI

-1.45%

Winner

CPLB

-0.02%

MCI

-16.81%

Winner

CPLB

+0.52%

MCI

-11.89%

Winner

CPLB

+4.28%

5Y(CAGR)

Winner

MCI

+10.52%

CPLB

+0.59%

10Y(CAGR)

MCI

+7.32%

CPLB

N/A

Max(CAGR)

Winner

MCI

+10.69%

CPLB

+0.77%

MCI vs CPLB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	CPLB
2026	-6.81%	+0.85%
2025	-2.24%	+7.64%
2024	+25.47%	+4.53%
2023	+44.43%	+6.60%
2022	-5.06%	-14.05%
2021	+28.28%	+0.38%
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 CPLB Drawdown Comparison

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

The maximum drawdown for CPLB was -18.96%, occurring on Oct 24, 2022. Recovery took 1026 trading sessions.

The current MCI drawdown is -25.25%. The current CPLB drawdown is -1.31%.

Rank	MCI	CPLB
#1	-57.11% Feb 7, 2007 - Aug 16, 2010	-18.96% Aug 3, 2021 - Sep 4, 2025
#2	-44.64% Feb 14, 2020 - Aug 11, 2021	-2.60% Feb 27, 2026 - Mar 27, 2026
#3	-27.61% Feb 20, 2025 - May 11, 2026	-1.06% Oct 27, 2025 - Nov 26, 2025
#4	-24.09% Aug 15, 2016 - Feb 22, 2019	-0.77% Nov 26, 2025 - Jan 7, 2026
#5	-22.89% Aug 27, 2001 - Aug 21, 2003	-0.63% Jul 8, 2021 - Jul 19, 2021
#6	-20.91% Jan 18, 2022 - Jun 13, 2023	-0.54% Sep 15, 2025 - Oct 13, 2025
#7	-20.24% May 26, 2011 - Oct 6, 2011	-0.52% Jan 14, 2026 - Jan 26, 2026
#8	-20.21% Jan 17, 2012 - Jan 16, 2013	-0.31% Jan 26, 2026 - Feb 5, 2026
#9	-19.37% Feb 16, 2000 - May 26, 2000	-0.30% Sep 8, 2025 - Sep 10, 2025
#10	-17.12% May 22, 2013 - Nov 17, 2014	-0.26% Jul 19, 2021 - Jul 27, 2021
#11	-13.04% Mar 7, 2001 - May 15, 2001	-0.23% Jan 7, 2026 - Jan 12, 2026
#12	-12.54% Feb 14, 2005 - Jun 17, 2005	-0.21% Feb 10, 2026 - Feb 12, 2026
#13	-12.46% Dec 5, 2011 - Jan 17, 2012	-0.19% Oct 21, 2025 - Oct 24, 2025
#14	-12.18% Dec 17, 1999 - Feb 16, 2000	-0.19% Oct 16, 2025 - Oct 20, 2025
#15	-11.79% Nov 18, 2010 - Feb 15, 2011	-0.14% Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between MCI and CPLB is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (1999 - 2026)

MCI vs CPLB dividend yield comparison.

Year	MCI	CPLB
2026	2.36%	2.75%
2025	8.82%	5.46%
2024	8.29%	5.40%
2023	7.70%	4.81%
2022	7.31%	3.17%
2021	6.01%	0.95%
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%