MCI vs SPY
Comparison between Barings Corporate Investors (MCI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed MCI, delivering a return of +13.3% compared to +10.9%
MCI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MCI
$343M
Winner
SPY
$735B
Expense Ratio
MCI
N/A
SPY
0.09%
Max Drawdown
MCI
64.05%
Winner
SPY
56.47%
Sharpe Ratio
MCI
-0.30
Winner
SPY
1.62
5Y Beta
Winner
MCI
0.17
SPY
1.00
P/E Ratio
MCI
N/A
SPY
28.99
Forward P/E
MCI
N/A
SPY
22.37
5Y Dividends CAGR
Winner
MCI
15.81%
SPY
5.43%
5Y EPS CAGR
MCI
N/A
SPY
26.05%
Debt to Equity
MCI
N/A
SPY
32.40%
P/S Ratio
MCI
N/A
SPY
3.74
P/B Ratio
MCI
N/A
SPY
5.61
MCI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MCI
-0.01%
Winner
SPY
+1.90%
3M
MCI
-14.60%
Winner
SPY
+8.55%
6M
MCI
-13.45%
Winner
SPY
+8.18%
1Y
MCI
-5.58%
Winner
SPY
+25.79%
5Y(CAGR)
MCI
+10.92%
Winner
SPY
+13.32%
10Y(CAGR)
MCI
+7.68%
Winner
SPY
+15.19%
Max(CAGR)
Winner
MCI
+10.78%
SPY
+8.47%
MCI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MCI | SPY |
|---|---|---|
| 2026 | -6.04% | +8.26% |
| 2025 | -2.24% | +18.00% |
| 2024 | +25.47% | +25.59% |
| 2023 | +44.43% | +26.72% |
| 2022 | -5.06% | -18.64% |
| 2021 | +28.28% | +30.52% |
| 2020 | -15.03% | +17.28% |
| 2019 | +20.89% | +31.09% |
| 2018 | +2.87% | -5.24% |
| 2017 | +6.96% | +20.78% |
| 2016 | -3.80% | +13.59% |
| 2015 | +19.34% | +1.31% |
| 2014 | +14.78% | +14.56% |
| 2013 | +2.90% | +29.00% |
| 2012 | -4.33% | +14.17% |
| 2011 | +24.49% | +0.85% |
| 2010 | +31.19% | +13.14% |
| 2009 | +44.56% | +22.67% |
| 2008 | -27.72% | -36.25% |
| 2007 | -6.42% | +5.32% |
| 2006 | +23.05% | +13.85% |
| 2005 | +15.14% | +5.32% |
| 2004 | +35.66% | +10.75% |
| 2003 | +28.22% | +24.18% |
| 2002 | -0.10% | -22.42% |
| 2001 | -0.01% | -10.13% |
| 2000 | +18.33% | -8.84% |
| 1999 | +15.71% | +8.61% |
MCI vs SPY Drawdown Comparison
The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MCI drawdown is -24.63%. The current SPY drawdown is -2.90%.
| Rank | MCI | SPY |
|---|---|---|
| #1 | -57.11% Feb 7, 2007 - Aug 16, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.64% Feb 14, 2020 - Aug 11, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.61% Feb 20, 2025 - May 11, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.09% Aug 15, 2016 - Feb 22, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -22.89% Aug 27, 2001 - Aug 21, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.91% Jan 18, 2022 - Jun 13, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.24% May 26, 2011 - Oct 6, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -20.21% Jan 17, 2012 - Jan 16, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.37% Feb 16, 2000 - May 26, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.12% May 22, 2013 - Nov 17, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -13.04% Mar 7, 2001 - May 15, 2001 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.54% Feb 14, 2005 - Jun 17, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.46% Dec 5, 2011 - Jan 17, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.18% Dec 17, 1999 - Feb 16, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.79% Nov 18, 2010 - Feb 15, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MCI and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
MCI vs SPY dividend yield comparison.
| Year | MCI | SPY |
|---|---|---|
| 2026 | 2.34% | 0.24% |
| 2025 | 8.82% | 1.07% |
| 2024 | 8.29% | 1.21% |
| 2023 | 7.70% | 1.40% |
| 2022 | 7.31% | 1.65% |
| 2021 | 6.01% | 1.20% |
| 2020 | 7.28% | 1.52% |
| 2019 | 7.12% | 1.75% |
| 2018 | 8.16% | 2.04% |
| 2017 | 7.86% | 1.80% |
| 2016 | 7.75% | 2.03% |
| 2015 | 6.96% | 2.06% |
| 2014 | 7.55% | 1.87% |
| 2013 | 8.04% | 1.81% |
| 2012 | 10.47% | 2.18% |
| 2011 | 7.50% | 2.05% |
| 2010 | 7.07% | 1.80% |
| 2009 | 8.61% | 1.95% |
| 2008 | 11.22% | 3.02% |
| 2007 | 8.51% | 1.85% |
| 2006 | 7.11% | 1.73% |
| 2005 | 7.62% | 1.73% |
| 2004 | 7.58% | 1.82% |
| 2003 | 6.46% | 1.47% |
| 2002 | 7.39% | 1.70% |
| 2001 | 9.08% | 1.25% |
| 2000 | 12.55% | 1.15% |
| 1999 | 6.83% | 0.24% |
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