MPV vs SPBU
Comparison between Barings Participation Investors (MPV, ETF) and ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF (SPBU, ETF).
MPV vs SPBU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MPV
$161M
SPBU
$160M
Expense Ratio
MPV
N/A
SPBU
0.79%
Max Drawdown
MPV
58.06%
Winner
SPBU
8.30%
Sharpe Ratio
MPV
0.10
Winner
SPBU
1.32
5Y Beta
Winner
MPV
0.17
SPBU
0.62
5Y Dividends CAGR
MPV
18.25%
SPBU
N/A
MPV vs SPBU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MPV
+4.82%
SPBU
+0.30%
3M
MPV
-5.25%
Winner
SPBU
+8.72%
6M
MPV
-8.05%
Winner
SPBU
+6.60%
1Y
MPV
-1.27%
Winner
SPBU
+17.96%
5Y(CAGR)
MPV
+13.90%
SPBU
N/A
10Y(CAGR)
MPV
+9.85%
SPBU
N/A
Max(CAGR)
MPV
+10.48%
Winner
SPBU
+16.60%
MPV vs SPBU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MPV | SPBU |
|---|---|---|
| 2026 | +6.97% | +6.60% |
| 2025 | +0.65% | +13.85% |
| 2024 | +23.57% | N/A |
| 2023 | +38.90% | N/A |
| 2022 | -8.74% | N/A |
| 2021 | +32.50% | N/A |
| 2020 | -20.48% | N/A |
| 2019 | +13.29% | N/A |
| 2018 | +12.79% | N/A |
| 2017 | +7.17% | N/A |
| 2016 | +12.36% | N/A |
| 2015 | +12.35% | N/A |
| 2014 | +11.33% | N/A |
| 2013 | -2.17% | N/A |
| 2012 | -3.05% | N/A |
| 2011 | +22.51% | N/A |
| 2010 | +24.55% | N/A |
| 2009 | +42.89% | N/A |
| 2008 | -22.37% | N/A |
| 2007 | -4.22% | N/A |
| 2006 | +17.46% | N/A |
| 2005 | +13.65% | N/A |
| 2004 | +24.17% | N/A |
| 2003 | +37.18% | N/A |
| 2002 | +10.96% | N/A |
| 2001 | -8.20% | N/A |
| 2000 | +20.22% | N/A |
| 1999 | +1.28% | N/A |
MPV vs SPBU Drawdown Comparison
The maximum drawdown for MPV was -54.02%, occurring on Mar 23, 2020. Recovery took 896 trading sessions.
The maximum drawdown for SPBU was -8.30%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.
The current MPV drawdown is -10.32%. The current SPBU drawdown is -2.05%.
| Rank | MPV | SPBU |
|---|---|---|
| #1 | -54.02% Feb 7, 2020 - Aug 30, 2023 | -8.30% Mar 7, 2025 - May 12, 2025 |
| #2 | -49.97% Mar 9, 2007 - May 13, 2010 | -7.10% Jan 12, 2026 - Apr 15, 2026 |
| #3 | -21.77% Aug 28, 2001 - May 16, 2003 | -4.24% Oct 28, 2025 - Dec 26, 2025 |
| #4 | -21.21% Nov 19, 1999 - Aug 21, 2000 | -3.72% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -19.70% Nov 26, 2025 - Dec 31, 2025 | -2.47% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -16.94% Aug 18, 2005 - Feb 16, 2006 | -2.07% May 19, 2025 - Jun 6, 2025 |
| #7 | -16.94% Sep 20, 2012 - Aug 15, 2014 | -2.03% Jul 25, 2025 - Aug 12, 2025 |
| #8 | -15.21% Feb 9, 2005 - May 27, 2005 | -1.70% May 14, 2026 - May 26, 2026 |
| #9 | -13.78% Feb 20, 2025 - May 27, 2025 | -1.40% Aug 14, 2025 - Aug 27, 2025 |
| #10 | -13.28% Jan 20, 2012 - Sep 19, 2012 | -1.23% Dec 26, 2025 - Jan 9, 2026 |
| #11 | -12.19% Sep 12, 2016 - Sep 26, 2017 | -1.17% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -12.14% Aug 1, 2011 - Oct 14, 2011 | -1.06% Aug 28, 2025 - Sep 9, 2025 |
| #13 | -10.76% Mar 9, 2011 - Jul 8, 2011 | -0.96% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -10.70% Jan 16, 2015 - May 18, 2015 | -0.73% Jul 3, 2025 - Jul 17, 2025 |
| #15 | -10.32% Jul 10, 2024 - Sep 16, 2024 | -0.52% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between MPV and SPBU is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
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