MCI vs JSTC

Comparison between Barings Corporate Investors (MCI, ETF) and ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF (JSTC, ETF).

5-Year PerformanceMCI has outperformed JSTC, delivering a return of +12.1% compared to +6.7%

MCI vs JSTC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MCI(ETF)	JSTC(ETF)
Net Assets	$335M	$335M
Expense Ratio	N/A	0.89%
Max Drawdown	64.05%	27.36%
Sharpe Ratio	-0.10	0.95
5Y Beta	0.18	0.79
5Y Dividends CAGR	15.81%	N/A

Net Assets

MCI

$335M

Winner

JSTC

$335M

Expense Ratio

MCI

N/A

JSTC

0.89%

Max Drawdown

MCI

64.05%

Winner

JSTC

27.36%

Sharpe Ratio

MCI

-0.10

Winner

JSTC

0.95

5Y Beta

Winner

MCI

0.18

JSTC

0.79

5Y Dividends CAGR

MCI

15.81%

JSTC

N/A

MCI vs JSTC - Historical Returns

Returns include dividend reinvestment.

Period	MCI	JSTC
1 month	+6.55%	+6.67%
3 months	-5.18%	+15.21%
6 months	-6.86%	+13.19%
1 year	-7.69%	+19.07%
5 years(CAGR)	+12.10%	+6.68%
10 years(CAGR)	+8.43%	N/A
Max(CAGR)	+10.98%	+8.85%

MCI

+6.55%

Winner

JSTC

+6.67%

MCI

-5.18%

Winner

JSTC

+15.21%

MCI

-6.86%

Winner

JSTC

+13.19%

MCI

-7.69%

Winner

JSTC

+19.07%

5Y(CAGR)

Winner

MCI

+12.10%

JSTC

+6.68%

10Y(CAGR)

MCI

+8.43%

JSTC

N/A

Max(CAGR)

Winner

MCI

+10.98%

JSTC

+8.85%

MCI vs JSTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MCI	JSTC
2026	-1.20%	+11.88%
2025	-2.24%	+12.45%
2024	+25.47%	+10.26%
2023	+44.43%	+14.90%
2022	-5.06%	-17.69%
2021	+28.28%	+20.35%
2020	-15.03%	+2.16%
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 JSTC Drawdown Comparison

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

The maximum drawdown for JSTC was -26.82%, occurring on Oct 12, 2022. Recovery took 673 trading sessions.

The current MCI drawdown is -20.74%.

Rank	MCI	JSTC
#1	-57.11% Feb 7, 2007 - Aug 16, 2010	-26.82% Nov 8, 2021 - Jul 16, 2024
#2	-44.64% Feb 14, 2020 - Aug 11, 2021	-16.71% Dec 4, 2024 - May 20, 2025
#3	-27.61% Feb 20, 2025 - May 11, 2026	-9.93% Feb 26, 2026 - Apr 17, 2026
#4	-24.09% Aug 15, 2016 - Feb 22, 2019	-6.01% Oct 27, 2025 - Dec 24, 2025
#5	-22.89% Aug 27, 2001 - Aug 21, 2003	-5.28% Sep 3, 2021 - Oct 20, 2021
#6	-20.91% Jan 18, 2022 - Jun 13, 2023	-5.02% Jul 16, 2024 - Aug 19, 2024
#7	-20.24% May 26, 2011 - Oct 6, 2011	-4.54% Feb 16, 2021 - Mar 11, 2021
#8	-20.21% Jan 17, 2012 - Jan 16, 2013	-4.52% Jan 20, 2021 - Feb 8, 2021
#9	-19.37% Feb 16, 2000 - May 26, 2000	-4.18% May 7, 2021 - May 26, 2021
#10	-17.12% May 22, 2013 - Nov 17, 2014	-3.71% Jul 12, 2021 - Jul 29, 2021
#11	-13.04% Mar 7, 2001 - May 15, 2001	-3.52% Oct 18, 2024 - Nov 7, 2024
#12	-12.54% Feb 14, 2005 - Jun 17, 2005	-3.32% Aug 30, 2024 - Sep 16, 2024
#13	-12.46% Dec 5, 2011 - Jan 17, 2012	-3.29% Jul 23, 2025 - Aug 13, 2025
#14	-12.18% Dec 17, 1999 - Feb 16, 2000	-3.23% May 8, 2026 - May 22, 2026
#15	-11.79% Nov 18, 2010 - Feb 15, 2011	-3.12% Jun 4, 2026 - Jun 15, 2026

Correlation

Correlation between MCI and JSTC is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (1999 - 2026)

MCI vs JSTC dividend yield comparison.

Year	MCI	JSTC
2026	2.23%	0.00%
2025	8.82%	1.34%
2024	8.29%	1.11%
2023	7.70%	1.03%
2022	7.31%	0.83%
2021	6.01%	0.96%
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%