Performance analysis of MCI (Barings Corporate Investors)
Annual Return
Over the past 3 years, MCI has had an average annual return of +17.16%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MCI has had an average annual return of +11.40%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MCI has had an average annual return of +7.97%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MCI has had an average annual return of +10.86%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.95% | -3.77% | +20.84% | +44.53% | -5.89% | +28.96% | -15.74% | +23.28% | +4.29% | +6.48% | -3.58% | +16.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.01% | +5.53% | -6.09% | +27.26% | +31.24% | +42.68% | -29.85% | -6.18% | +24.90% | +13.93% | +35.36% | +25.59% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +0.63% | +1.99% | +16.55% | +15.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +14.05% | -3.38% | -13.80% | +2.32% | +4.53% | -3.49% | -1.95% | ||||||
| 2025 | +2.36% | +0.72% | +11.57% | -12.37% | +3.46% | +3.89% | -3.14% | +6.01% | -4.95% | +1.54% | +0.81% | -11.09% | -3.77% |
| 2024 | -2.66% | +4.68% | -8.47% | +5.47% | -2.26% | +7.44% | +0.81% | -1.66% | +10.35% | +0.15% | +0.99% | +5.73% | +20.84% |
| 2023 | +1% | -1.28% | +1.65% | -2.40% | +5.18% | +4.93% | +3.69% | -1.11% | +6.84% | +0.69% | +9.38% | +9.72% | +44.53% |
| 2022 | -0.81% | -1.26% | -2.68% | -6.76% | +1.21% | -5.10% | +4.92% | -3.16% | -3.29% | +2.70% | +4.47% | +4.57% | -5.89% |
| 2021 | +0.15% | +2.65% | +2.80% | +7.04% | +1.57% | +2.01% | +1.58% | -0.53% | +2.84% | +2.96% | +2.57% | +0.26% | +28.96% |
| 2020 | -1.60% | -0.54% | -29.64% | +18.26% | +0.43% | -0.74% | -0.74% | -0.46% | -4.14% | -4.80% | +13.04% | +1.85% | -15.74% |
| 2019 | +4.01% | +3.92% | -2.71% | +2.85% | -2.31% | +2.62% | +2.56% | +2.04% | +4.85% | +0.77% | +0.71% | +2.09% | +23.28% |
| 2018 | -2.10% | -0.60% | +1.68% | +0.86% | +0.91% | +0.27% | +2.45% | +1.73% | -0.78% | +0.49% | +0.20% | -0.81% | +4.29% |
| 2017 | -4.65% | +2.78% | +0.66% | +1.18% | +0.13% | -0.53% | +3.30% | +2.09% | +1.15% | +3.25% | -3.56% | +0.83% | +6.48% |
Drawdown analysis of MCI (Barings Corporate Investors)
The maximum drawdown for the MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 363 trading sessions.
The current MCI drawdown is -23.09%.
Since Nov 1, 1999 MCI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 8 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.11% | Feb 7, 2007 | 524 | Mar 9, 2009 | 363 | Aug 16, 2010 | 887 |
| -44.64% | Feb 14, 2020 | 23 | Mar 19, 2020 | 352 | Aug 11, 2021 | 375 |
| -27.61% | Feb 20, 2025 | 306 | May 11, 2026 | Ongoing | Ongoing | Ongoing |
| -24.09% | Aug 15, 2016 | 89 | Dec 20, 2016 | 545 | Feb 22, 2019 | 634 |
| -22.89% | Aug 27, 2001 | 322 | Dec 11, 2002 | 174 | Aug 21, 2003 | 496 |
| -20.91% | Jan 18, 2022 | 176 | Sep 29, 2022 | 176 | Jun 13, 2023 | 352 |
| -20.25% | May 26, 2011 | 51 | Aug 9, 2011 | 41 | Oct 6, 2011 | 92 |
| -20.21% | Jan 17, 2012 | 82 | May 14, 2012 | 169 | Jan 16, 2013 | 251 |
| -19.37% | Feb 16, 2000 | 39 | Apr 12, 2000 | 31 | May 26, 2000 | 70 |
| -17.12% | May 22, 2013 | 128 | Nov 21, 2013 | 248 | Nov 17, 2014 | 376 |
| -13.04% | Mar 7, 2001 | 30 | Apr 19, 2001 | 18 | May 15, 2001 | 48 |
| -12.54% | Feb 14, 2005 | 16 | Mar 9, 2005 | 70 | Jun 17, 2005 | 86 |
| -12.46% | Dec 5, 2011 | 23 | Jan 9, 2012 | 5 | Jan 17, 2012 | 28 |
| -12.18% | Dec 17, 1999 | 17 | Jan 12, 2000 | 24 | Feb 16, 2000 | 41 |
| -11.79% | Nov 18, 2010 | 17 | Dec 14, 2010 | 43 | Feb 15, 2011 | 60 |
| -11.53% | Aug 31, 2000 | 48 | Nov 8, 2000 | 11 | Nov 24, 2000 | 59 |
| -10.58% | May 26, 2000 | 23 | Jun 29, 2000 | 8 | Jul 12, 2000 | 31 |
| -9.87% | Jan 24, 2024 | 51 | Apr 8, 2024 | 56 | Jun 27, 2024 | 107 |
| -9.86% | Jul 18, 2005 | 57 | Oct 6, 2005 | 38 | Nov 30, 2005 | 95 |
| -8.63% | Dec 11, 2023 | 2 | Dec 13, 2023 | 9 | Dec 27, 2023 | 11 |
| -8.62% | Aug 1, 2024 | 2 | Aug 5, 2024 | 14 | Aug 23, 2024 | 16 |
| -8.30% | Nov 18, 2015 | 18 | Dec 15, 2015 | 10 | Dec 30, 2015 | 28 |
| -8.25% | Dec 30, 2015 | 32 | Feb 17, 2016 | 47 | Apr 25, 2016 | 79 |
| -8.25% | Feb 7, 2013 | 38 | Apr 4, 2013 | 27 | May 13, 2013 | 65 |
| -7.95% | May 16, 2006 | 42 | Jul 17, 2006 | 19 | Aug 11, 2006 | 61 |