MCI vs EMF

Comparison between Barings Corporate Investors (MCI, ETF) and Templeton Emerging Markets Fund (EMF, ETF).

5-Year PerformanceMCI has outperformed EMF, delivering a return of +10.9% compared to +10.3%

MCI vs EMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCI(ETF)	EMF(ETF)
Net Assets	$343M	$341M
Max Drawdown	64.05%	72.52%
Sharpe Ratio	-0.30	2.48
5Y Beta	0.17	0.70
5Y Dividends CAGR	15.81%	20.31%

Net Assets

Winner

MCI

$343M

EMF

$341M

Max Drawdown

Winner

MCI

64.05%

EMF

72.52%

Sharpe Ratio

MCI

-0.30

Winner

EMF

2.48

5Y Beta

Winner

MCI

0.17

EMF

0.70

5Y Dividends CAGR

MCI

15.81%

Winner

EMF

20.31%

MCI vs EMF - Historical Returns

Returns include dividend reinvestment.

Period	MCI	EMF
1 month	-0.01%	+5.04%
3 months	-14.60%	+21.32%
6 months	-13.45%	+38.52%
1 year	-5.58%	+79.58%
5 years(CAGR)	+10.92%	+10.34%
10 years(CAGR)	+7.68%	+14.76%
Max(CAGR)	+10.78%	+9.63%

MCI

-0.01%

Winner

EMF

+5.04%

MCI

-14.60%

Winner

EMF

+21.32%

MCI

-13.45%

Winner

EMF

+38.52%

MCI

-5.58%

Winner

EMF

+79.58%

5Y(CAGR)

Winner

MCI

+10.92%

EMF

+10.34%

10Y(CAGR)

MCI

+7.68%

Winner

EMF

+14.76%

Max(CAGR)

Winner

MCI

+10.78%

EMF

+9.63%

MCI vs EMF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	EMF
2026	-6.04%	+32.24%
2025	-2.24%	+57.75%
2024	+25.47%	+4.77%
2023	+44.43%	+7.70%
2022	-5.06%	-22.82%
2021	+28.28%	-8.69%
2020	-15.03%	+19.61%
2019	+20.89%	+24.33%
2018	+2.87%	-17.20%
2017	+6.96%	+49.63%
2016	-3.80%	+25.38%
2015	+19.34%	-26.61%
2014	+14.78%	-3.63%
2013	+2.90%	-6.39%
2012	-4.33%	+10.97%
2011	+24.49%	-24.67%
2010	+31.19%	+14.61%
2009	+44.56%	+110.57%
2008	-27.72%	-53.32%
2007	-6.42%	+36.03%
2006	+23.05%	+17.07%
2005	+15.14%	+31.79%
2004	+35.66%	+15.59%
2003	+28.22%	+81.60%
2002	-0.10%	-1.16%
2001	-0.01%	+5.71%
2000	+18.33%	-43.35%
1999	+15.71%	+23.27%

MCI vs EMF Drawdown Comparison

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

The maximum drawdown for EMF was -68.69%, occurring on Nov 20, 2008. Recovery took 549 trading sessions.

The current MCI drawdown is -24.63%. The current EMF drawdown is -7.10%.

Rank	MCI	EMF
#1	-57.11% Feb 7, 2007 - Aug 16, 2010	-68.69% Oct 31, 2007 - Jan 6, 2010
#2	-44.64% Feb 14, 2020 - Aug 11, 2021	-50.48% Apr 8, 2011 - Oct 12, 2017
#3	-27.61% Feb 20, 2025 - May 11, 2026	-48.89% Jan 3, 2000 - Oct 13, 2003
#4	-24.09% Aug 15, 2016 - Feb 22, 2019	-47.63% Feb 17, 2021 - Aug 13, 2025
#5	-22.89% Aug 27, 2001 - Aug 21, 2003	-39.30% Jan 14, 2020 - Nov 5, 2020
#6	-20.91% Jan 18, 2022 - Jun 13, 2023	-31.38% Jan 19, 2006 - Dec 26, 2006
#7	-20.24% May 26, 2011 - Oct 6, 2011	-31.32% Jan 13, 2004 - Nov 17, 2004
#8	-20.21% Jan 17, 2012 - Jan 16, 2013	-27.72% Jan 26, 2018 - Jan 2, 2020
#9	-19.37% Feb 16, 2000 - May 26, 2000	-26.55% Jan 19, 2010 - Oct 1, 2010
#10	-17.12% May 22, 2013 - Nov 17, 2014	-22.38% Jul 23, 2007 - Sep 18, 2007
#11	-13.04% Mar 7, 2001 - May 15, 2001	-20.84% Mar 18, 2005 - Jul 28, 2005
#12	-12.54% Feb 14, 2005 - Jun 17, 2005	-19.47% Feb 25, 2026 - May 5, 2026
#13	-12.46% Dec 5, 2011 - Jan 17, 2012	-15.59% Jan 3, 2007 - May 22, 2007
#14	-12.18% Dec 17, 1999 - Feb 16, 2000	-11.49% Nov 10, 2010 - Apr 6, 2011
#15	-11.79% Nov 18, 2010 - Feb 15, 2011	-11.39% Aug 18, 2005 - Nov 21, 2005

Correlation

Correlation between MCI and EMF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

MCI vs EMF dividend yield comparison.

Year	MCI	EMF
2026	2.34%	0.98%
2025	8.82%	9.73%
2024	8.29%	4.28%
2023	7.70%	6.22%
2022	7.31%	9.89%
2021	6.01%	6.92%
2020	7.28%	3.51%
2019	7.12%	7.36%
2018	8.16%	5.92%
2017	7.86%	12.11%
2016	7.75%	1.62%
2015	6.96%	12.81%
2014	7.55%	7.67%
2013	8.04%	9.66%
2012	10.47%	2.30%
2011	7.50%	1.87%
2010	7.07%	0.63%
2009	8.61%	0.72%
2008	11.22%	15.86%
2007	8.51%	9.34%
2006	7.11%	28.68%
2005	7.62%	10.26%
2004	7.58%	1.49%
2003	6.46%	1.61%
2002	7.39%	1.93%
2001	9.08%	1.35%
2000	12.55%	1.35%
1999	6.83%	0.00%