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MPV vs SPY

Comparison between Barings Participation Investors (MPV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MPV, delivering a return of +13.3% compared to +12.7%

MPV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MPV
$165M
Winner
SPY
$735B
Expense Ratio
MPV
N/A
SPY
0.09%
Max Drawdown
MPV
58.06%
Winner
SPY
56.47%
Sharpe Ratio
MPV
0.07
Winner
SPY
1.62
5Y Beta
Winner
MPV
0.16
SPY
1.00
P/E Ratio
MPV
N/A
SPY
28.99
Forward P/E
MPV
N/A
SPY
22.37
5Y Dividends CAGR
Winner
MPV
18.25%
SPY
5.43%
5Y EPS CAGR
MPV
N/A
SPY
26.05%
Debt to Equity
MPV
N/A
SPY
32.40%
P/S Ratio
MPV
N/A
SPY
3.74
P/B Ratio
MPV
N/A
SPY
5.61

MPV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MPV
-1.62%
Winner
SPY
+1.90%
3M
MPV
-10.03%
Winner
SPY
+8.55%
6M
MPV
-11.18%
Winner
SPY
+8.18%
1Y
MPV
+0.85%
Winner
SPY
+25.79%
5Y(CAGR)
MPV
+12.68%
Winner
SPY
+13.32%
10Y(CAGR)
MPV
+9.43%
Winner
SPY
+15.19%
Max(CAGR)
Winner
MPV
+10.30%
SPY
+8.47%

MPV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMPVSPY
2026+2.23%+8.26%
2025+0.65%+18.00%
2024+23.57%+25.59%
2023+38.90%+26.72%
2022-8.74%-18.64%
2021+32.50%+30.52%
2020-20.48%+17.28%
2019+13.29%+31.09%
2018+12.79%-5.24%
2017+7.17%+20.78%
2016+12.36%+13.59%
2015+12.35%+1.31%
2014+11.33%+14.56%
2013-2.17%+29.00%
2012-3.05%+14.17%
2011+22.51%+0.85%
2010+24.55%+13.14%
2009+42.89%+22.67%
2008-22.37%-36.25%
2007-4.22%+5.32%
2006+17.46%+13.85%
2005+13.65%+5.32%
2004+24.17%+10.75%
2003+37.18%+24.18%
2002+10.96%-22.42%
2001-8.20%-10.13%
2000+20.22%-8.84%
1999+1.28%+8.61%

MPV vs SPY Drawdown Comparison

The maximum drawdown for MPV was -54.02%, occurring on Mar 23, 2020. Recovery took 896 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MPV drawdown is -14.30%. The current SPY drawdown is -2.90%.

RankMPVSPY
#1-54.02%
Feb 7, 2020 - Aug 30, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-49.97%
Mar 9, 2007 - May 13, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.77%
Aug 28, 2001 - May 16, 2003		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.21%
Nov 19, 1999 - Aug 21, 2000		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.70%
Nov 26, 2025 - Dec 31, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.94%
Aug 18, 2005 - Feb 16, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.94%
Sep 20, 2012 - Aug 15, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.21%
Feb 9, 2005 - May 27, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.78%
Feb 20, 2025 - May 27, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.28%
Jan 20, 2012 - Sep 19, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.19%
Sep 12, 2016 - Sep 26, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.14%
Aug 1, 2011 - Oct 14, 2011		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.76%
Mar 9, 2011 - Jul 8, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.70%
Jan 16, 2015 - May 18, 2015		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.32%
Jul 10, 2024 - Sep 16, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MPV 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)

MPV vs SPY dividend yield comparison.

YearMPVSPY
20262.23%0.24%
20259.31%1.07%
20249.19%1.21%
20238.27%1.40%
20226.98%1.65%
20215.41%1.20%
20206.73%1.52%
20196.70%1.75%
20187.18%2.04%
20177.66%1.80%
20167.61%2.03%
20157.86%2.06%
20148.16%1.87%
20138.39%1.81%
20127.76%2.18%
20117.76%2.05%
20107.20%1.80%
20098.20%1.95%
200811.05%3.02%
20079.48%1.85%
20068.10%1.73%
20057.19%1.73%
20048.26%1.82%
20038.24%1.47%
20029.15%1.70%
200110.55%1.25%
20009.41%1.15%
19990.00%0.24%

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