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MCI vs JNUG

Comparison between Barings Corporate Investors (MCI, ETF) and DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X SHARES (JNUG, ETF).

5-Year PerformanceJNUG has outperformed MCI, delivering a return of +28.5% compared to +11.8%

MCI vs JNUG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
MCI
$356M
JNUG
$354M
Max Drawdown
Winner
MCI
64.05%
JNUG
99.95%
Sharpe Ratio
MCI
-0.27
Winner
JNUG
1.28
5Y Beta
Winner
MCI
0.15
JNUG
1.85
5Y Dividends CAGR
MCI
15.81%
Winner
JNUG
55.77%

MCI vs JNUG - Historical Returns

Returns include dividend reinvestment.

1M
MCI
+9.97%
Winner
JNUG
+80.43%
3M
MCI
+7.10%
Winner
JNUG
+28.59%
6M
Winner
MCI
-10.86%
JNUG
-32.65%
1Y
MCI
-7.71%
Winner
JNUG
+119.80%
5Y(CAGR)
MCI
+11.75%
Winner
JNUG
+28.48%
10Y(CAGR)
Winner
MCI
+7.44%
JNUG
-24.47%
Max(CAGR)
Winner
MCI
+10.95%
JNUG
-32.70%

MCI vs JNUG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMCIJNUG
2026+0.23%+4.93%
2025-2.24%+431.11%
2024+25.47%+13.83%
2023+44.43%-10.79%
2022-5.06%-41.20%
2021+28.28%-53.04%
2020-15.03%-85.64%
2019+20.89%+80.83%
2018+2.87%-52.30%
2017+6.96%-32.73%
2016-3.80%+64.50%
2015+19.34%-77.20%
2014+14.78%-86.14%
2013+2.90%-60.50%
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 JNUG Drawdown Comparison

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

The maximum drawdown for JNUG was -99.95%, occurring on Sep 26, 2022. This drawdown has not yet recovered.

The current MCI drawdown is -19.60%. The current JNUG drawdown is -99.42%.

RankMCIJNUG
#1-57.11%
Feb 7, 2007 - Aug 16, 2010
-99.95%
Oct 25, 2013 - Sep 26, 2022
#2-44.64%
Feb 14, 2020 - Aug 11, 2021
-33.98%
Oct 3, 2013 - Oct 22, 2013
#3-27.99%
Feb 20, 2025 - Aug 4, 2026
-8.27%
Oct 22, 2013 - Oct 24, 2013
#4-24.09%
Aug 15, 2016 - Feb 22, 2019
N/A
#5-22.89%
Aug 27, 2001 - Aug 21, 2003
N/A
#6-20.91%
Jan 18, 2022 - Jun 13, 2023
N/A
#7-20.24%
May 26, 2011 - Oct 6, 2011
N/A
#8-20.21%
Jan 17, 2012 - Jan 16, 2013
N/A
#9-19.37%
Feb 16, 2000 - May 26, 2000
N/A
#10-17.12%
May 22, 2013 - Nov 17, 2014
N/A
#11-13.04%
Mar 7, 2001 - May 15, 2001
N/A
#12-12.54%
Feb 14, 2005 - Jun 17, 2005
N/A
#13-12.46%
Dec 5, 2011 - Jan 17, 2012
N/A
#14-12.18%
Dec 17, 1999 - Feb 16, 2000
N/A
#15-11.79%
Nov 18, 2010 - Feb 15, 2011
N/A

Correlation

Correlation between MCI and JNUG is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37
-101

Dividend Comparison (1999 - 2026)

MCI vs JNUG dividend yield comparison.

YearMCIJNUG
20262.20%0.83%
20258.82%1.04%
20248.29%2.01%
20237.70%1.62%
20227.31%0.00%
20216.01%0.52%
20207.28%0.10%
20197.12%0.46%
20188.16%0.06%
20177.86%0.51%
20167.75%0.00%
20156.96%0.00%
20147.55%4.64%
20138.04%0.00%
201210.47%0.00%
20117.50%0.00%
20107.07%0.00%
20098.61%0.00%
200811.22%0.00%
20078.51%0.00%
20067.11%0.00%
20057.62%0.00%
20047.58%0.00%
20036.46%0.00%
20027.39%0.00%
20019.08%0.00%
200012.55%0.00%
19996.83%0.00%

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