Performance analysis of MPV (Barings Participation Investors)
Annual Return
Over the past 3 years, MPV has had an average annual return of +20.68%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MPV has had an average annual return of +12.81%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MPV has had an average annual return of +9.61%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MPV has had an average annual return of +10.32%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.24% | +0.77% | +20.48% | +39.12% | -10.79% | +31.83% | -21.03% | +14.42% | +14.79% | +7.02% | +11.34% | +12.69% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.33% | +0.08% | -5.44% | +23.57% | +22.61% | +46.83% | -24.96% | -2.13% | +13.28% | +13.65% | +24.92% | +35.71% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +12.79% | -8.70% | +17.30% | +1.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +18.69% | +0.27% | -9.36% | +3.48% | -1.70% | -2.26% | +7.24% | ||||||
| 2025 | -5.26% | -0.56% | +9.50% | -3.29% | +5.46% | +14.20% | -5.87% | +7.29% | +1.05% | -3.72% | +5.86% | -19.36% | +0.77% |
| 2024 | -2.50% | +0.59% | +5.36% | -1.98% | -0.70% | +7.76% | -1.93% | +1.69% | +5.22% | +1.24% | -0.49% | +5.17% | +20.48% |
| 2023 | +6.33% | -0.23% | -1.89% | -0.65% | -0.85% | +4.53% | +3.18% | +4.63% | -1.36% | +4.99% | +7.17% | +8.35% | +39.12% |
| 2022 | -1.54% | -5.90% | -2.33% | -2.84% | +0.59% | -4.81% | +0.98% | +2.78% | -9.58% | +4.55% | +9.68% | -1.51% | -10.79% |
| 2021 | +1.01% | +1.50% | +6.12% | +5.84% | +1.26% | +0.51% | +1.09% | +1.10% | -0.14% | +1.74% | +5.20% | +2.98% | +31.83% |
| 2020 | +1.80% | -5.06% | -25.34% | -2.49% | +11.07% | +2.90% | -7.76% | -3.36% | -2.79% | +0% | +14.82% | -1.30% | -21.03% |
| 2019 | +3.59% | -2.69% | +1.25% | +3.84% | +2.38% | +1.62% | -0.06% | +6.30% | +2.17% | -3.62% | +0.85% | -1.64% | +14.42% |
| 2018 | -0.21% | +2.84% | +1.59% | +0.68% | +0.47% | +0.69% | -0.48% | +1.01% | +2.69% | +0.81% | +1.22% | +2.62% | +14.79% |
| 2017 | -0% | -0.51% | -0.19% | +1.21% | +1.54% | -1.91% | +4.27% | +0.58% | +0.49% | +1.60% | -1.68% | +1.57% | +7.02% |
Drawdown analysis of MPV (Barings Participation Investors)
The maximum drawdown for the MPV was -54.02%, occurring on Mar 23, 2020. Recovery took 866 trading sessions.
The current MPV drawdown is -13.89%.
Since Nov 1, 1999 MPV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.02% | Feb 7, 2020 | 30 | Mar 23, 2020 | 866 | Aug 30, 2023 | 896 |
| -49.97% | Mar 9, 2007 | 503 | Mar 9, 2009 | 298 | May 13, 2010 | 801 |
| -21.78% | Aug 28, 2001 | 81 | Dec 28, 2001 | 347 | May 16, 2003 | 428 |
| -21.20% | Nov 19, 1999 | 94 | Apr 5, 2000 | 95 | Aug 21, 2000 | 189 |
| -19.70% | Nov 26, 2025 | 23 | Dec 31, 2025 | Ongoing | Ongoing | Ongoing |
| -16.94% | Aug 18, 2005 | 42 | Oct 18, 2005 | 83 | Feb 16, 2006 | 125 |
| -16.94% | Sep 20, 2012 | 306 | Dec 10, 2013 | 171 | Aug 15, 2014 | 477 |
| -15.21% | Feb 9, 2005 | 31 | Mar 28, 2005 | 44 | May 27, 2005 | 75 |
| -13.78% | Feb 20, 2025 | 13 | Mar 11, 2025 | 53 | May 27, 2025 | 66 |
| -13.28% | Jan 20, 2012 | 78 | May 11, 2012 | 90 | Sep 19, 2012 | 168 |
| -12.19% | Sep 12, 2016 | 71 | Dec 21, 2016 | 191 | Sep 26, 2017 | 262 |
| -12.14% | Aug 1, 2011 | 7 | Aug 10, 2011 | 46 | Oct 14, 2011 | 53 |
| -10.76% | Mar 9, 2011 | 24 | Apr 12, 2011 | 60 | Jul 8, 2011 | 84 |
| -10.70% | Jan 16, 2015 | 61 | Apr 16, 2015 | 22 | May 18, 2015 | 83 |
| -10.32% | Jul 10, 2024 | 23 | Aug 12, 2024 | 24 | Sep 16, 2024 | 47 |
| -10.17% | Feb 13, 2001 | 42 | Apr 16, 2001 | 25 | May 21, 2001 | 67 |
| -9.83% | Aug 23, 2019 | 38 | Oct 17, 2019 | 76 | Feb 6, 2020 | 114 |
| -9.76% | Aug 14, 2006 | 60 | Nov 7, 2006 | 43 | Jan 11, 2007 | 103 |
| -9.70% | Nov 18, 2015 | 17 | Dec 14, 2015 | 71 | Mar 29, 2016 | 88 |
| -8.90% | May 15, 2006 | 20 | Jun 13, 2006 | 24 | Jul 18, 2006 | 44 |
| -8.74% | Jan 17, 2025 | 5 | Jan 27, 2025 | 17 | Feb 20, 2025 | 22 |
| -8.52% | May 13, 2010 | 16 | Jun 7, 2010 | 40 | Aug 3, 2010 | 56 |
| -8.26% | Jan 14, 2004 | 17 | Feb 9, 2004 | 121 | Aug 3, 2004 | 138 |
| -7.90% | Jul 2, 2025 | 26 | Aug 8, 2025 | 10 | Aug 22, 2025 | 36 |
| -7.78% | May 18, 2015 | 45 | Jul 22, 2015 | 23 | Aug 24, 2015 | 68 |