MCI vs JANW

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

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

MCI vs JANW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

MCI

$343M

JANW

$341M

Expense Ratio

MCI

N/A

JANW

0.74%

Max Drawdown

MCI

64.05%

Winner

JANW

9.69%

Sharpe Ratio

MCI

-0.30

Winner

JANW

1.69

5Y Beta

Winner

MCI

0.17

JANW

0.37

5Y Dividends CAGR

MCI

15.81%

JANW

N/A

MCI vs JANW - Historical Returns

Returns include dividend reinvestment.

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

MCI

-0.01%

Winner

JANW

+0.68%

MCI

-14.60%

Winner

JANW

+3.45%

MCI

-13.45%

Winner

JANW

+4.32%

MCI

-5.58%

Winner

JANW

+12.20%

5Y(CAGR)

Winner

MCI

+10.92%

JANW

+8.07%

10Y(CAGR)

MCI

+7.68%

JANW

N/A

Max(CAGR)

Winner

MCI

+10.78%

JANW

+8.35%

MCI vs JANW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	JANW
2026	-6.04%	+3.67%
2025	-2.24%	+10.12%
2024	+25.47%	+11.54%
2023	+44.43%	+14.93%
2022	-5.06%	-1.01%
2021	+28.28%	+7.00%
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 JANW Drawdown Comparison

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

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

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

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