MPV vs SWAN
Comparison between Barings Participation Investors (MPV, ETF) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN, ETF).
5-Year PerformanceMPV has outperformed SWAN, delivering a return of +12.7% compared to +3.0%
MPV vs SWAN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MPV vs SWAN - Historical Returns
Returns include dividend reinvestment.
MPV vs SWAN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MPV | SWAN |
|---|---|---|
| 2026 | +2.23% | +3.31% |
| 2025 | +0.65% | +14.13% |
| 2024 | +23.57% | +14.38% |
| 2023 | +38.90% | +11.43% |
| 2022 | -8.74% | -26.97% |
| 2021 | +32.50% | +11.08% |
| 2020 | -20.48% | +15.13% |
| 2019 | +13.29% | +21.83% |
| 2018 | +12.79% | -2.23% |
| 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 SWAN Drawdown Comparison
The maximum drawdown for MPV was -54.02%, occurring on Mar 23, 2020. Recovery took 896 trading sessions.
The maximum drawdown for SWAN was -31.04%, occurring on Oct 27, 2023. Recovery took 957 trading sessions.
The current MPV drawdown is -14.30%. The current SWAN drawdown is -2.51%.
| Rank | MPV | SWAN |
|---|---|---|
| #1 | -54.02% Feb 7, 2020 - Aug 30, 2023 | -31.04% Nov 9, 2021 - Sep 4, 2025 |
| #2 | -49.97% Mar 9, 2007 - May 13, 2010 | -12.78% Mar 18, 2020 - Jun 10, 2020 |
| #3 | -21.77% Aug 28, 2001 - May 16, 2003 | -8.31% Mar 6, 2020 - Mar 18, 2020 |
| #4 | -21.21% Nov 19, 1999 - Aug 21, 2000 | -7.05% Oct 28, 2025 - Apr 17, 2026 |
| #5 | -19.70% Nov 26, 2025 - Dec 31, 2025 | -7.01% Sep 2, 2020 - Dec 31, 2020 |
| #6 | -16.94% Aug 18, 2005 - Feb 16, 2006 | -6.73% Dec 3, 2018 - Feb 15, 2019 |
| #7 | -16.94% Sep 20, 2012 - Aug 15, 2014 | -5.05% Feb 11, 2021 - Apr 13, 2021 |
| #8 | -15.21% Feb 9, 2005 - May 27, 2005 | -4.89% Sep 2, 2021 - Nov 3, 2021 |
| #9 | -13.78% Feb 20, 2025 - May 27, 2025 | -4.89% Feb 20, 2020 - Mar 6, 2020 |
| #10 | -13.28% Jan 20, 2012 - Sep 19, 2012 | -3.64% Nov 7, 2018 - Dec 3, 2018 |
| #11 | -12.19% Sep 12, 2016 - Sep 26, 2017 | -3.36% May 7, 2021 - Jun 4, 2021 |
| #12 | -12.14% Aug 1, 2011 - Oct 14, 2011 | -2.55% Sep 6, 2019 - Oct 31, 2019 |
| #13 | -10.76% Mar 9, 2011 - Jul 8, 2011 | -2.51% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -10.70% Jan 16, 2015 - May 18, 2015 | -2.48% May 14, 2026 - May 27, 2026 |
| #15 | -10.32% Jul 10, 2024 - Sep 16, 2024 | -2.46% Apr 30, 2019 - Jun 7, 2019 |
Correlation
Correlation between MPV and SWAN is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
MPV vs SWAN dividend yield comparison.
| Year | MPV | SWAN |
|---|---|---|
| 2026 | 2.23% | 0.72% |
| 2025 | 9.31% | 2.86% |
| 2024 | 9.19% | 2.54% |
| 2023 | 8.27% | 2.98% |
| 2022 | 6.98% | 2.12% |
| 2021 | 5.41% | 5.04% |
| 2020 | 6.73% | 1.64% |
| 2019 | 6.70% | 3.69% |
| 2018 | 7.18% | 0.29% |
| 2017 | 7.66% | 0.00% |
| 2016 | 7.61% | 0.00% |
| 2015 | 7.86% | 0.00% |
| 2014 | 8.16% | 0.00% |
| 2013 | 8.39% | 0.00% |
| 2012 | 7.76% | 0.00% |
| 2011 | 7.76% | 0.00% |
| 2010 | 7.20% | 0.00% |
| 2009 | 8.20% | 0.00% |
| 2008 | 11.05% | 0.00% |
| 2007 | 9.48% | 0.00% |
| 2006 | 8.10% | 0.00% |
| 2005 | 7.19% | 0.00% |
| 2004 | 8.26% | 0.00% |
| 2003 | 8.24% | 0.00% |
| 2002 | 9.15% | 0.00% |
| 2001 | 10.55% | 0.00% |
| 2000 | 9.41% | 0.00% |
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