(MPV) Barings Participation - Performance 18.7% in 12m
Compare MPV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.78%
#14 in Group
Rel. Strength
73.91%
#2083 in Universe
Total Return 12m
18.72%
#43 in Group
Total Return 5y
113.05%
#40 in Group
P/E 10.7
55th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 9.73%
83th Percentile in Group
12m Total Return: MPV (18.7%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
Performance Comparison: MPV vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MPV
| Total Return (including Dividends) | MPV | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.29% | -2.11% | -0.87% |
| 3 Months | 5.31% | -4.92% | -7.58% |
| 12 Months | 18.72% | 22.69% | 11.88% |
| 5 Years | 113.05% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | MPV | XLF | S&P 500 |
| 1 Month | 52.3% | 27.8% | 23% |
| 3 Months | 7.40% | -81% | -88.5% |
| 12 Months | 79.8% | 83.7% | 55.1% |
| 5 Years | 91.0% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #136 | -1.21% | -2.44% |
| 3 Month | #16 | 10.8% | 13.9% |
| 12 Month | #43 | -3.24% | 6.11% |
| 5 Years | #51 | -13.0% | 1.29% |
FAQs
Does MPV Barings Participation outperforms the market?
No,
over the last 12 months MPV made 18.72%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months MPV made 5.31%, while XLF made -4.92%.
Over the last 3 months MPV made 5.31%, while XLF made -4.92%.
Performance Comparison MPV vs Indeces and Sectors
MPV vs. Indices MPV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.63% | -2.42% | 6.28% | 6.84% |
| US NASDAQ 100 | QQQ | -4.66% | -4.69% | 5.85% | 6.05% |
| US Dow Jones Industrial 30 | DIA | -2.69% | -0.11% | 6.37% | 9.52% |
| German DAX 40 | DAX | -2.40% | -4.61% | -13.2% | -5.96% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.33% | -0.47% | 9.27% | 12.8% |
| Hongkong Hang Seng | HSI | -2.64% | -3.35% | 4.36% | 4.83% |
| India NIFTY 50 | INDA | -0.79% | -7.35% | 5.99% | 15.7% |
| Brasil Bovespa | EWZ | -2.83% | -7.89% | 2.58% | 24.5% |
MPV vs. Sectors MPV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.88% | -2.24% | 0.15% | -5.24% |
| Consumer Discretionary | XLY | -3.71% | -3.19% | 3.77% | 5.40% |
| Consumer Staples | XLP | -0.13% | -3.49% | 0.97% | 7.52% |
| Energy | XLE | 0.85% | 10.6% | 12.1% | 29.8% |
| Financial | XLF | -2.24% | -1.18% | -1.32% | -3.97% |
| Health Care | XLV | -3.55% | 0.50% | 7.97% | 17.0% |
| Industrial | XLI | -4.05% | -3.40% | 5.57% | 9.13% |
| Materials | XLB | -3.02% | -0.86% | 13.7% | 22.2% |
| Real Estate | XLRE | -2.11% | -1.98% | 7.17% | 0.63% |
| Technology | XLK | -6.08% | -4.98% | 9.62% | 11.0% |
| Utilities | XLU | -0.79% | -3.35% | 4.16% | -3.11% |
| Aerospace & Defense | XAR | -4.58% | -9.68% | -7.25% | -7.85% |
| Biotech | XBI | -4.93% | -5.57% | 18.9% | 20.6% |
| Homebuilder | XHB | -2.94% | -1.02% | 21.1% | 25.8% |
| Retail | XRT | -2.06% | -2.73% | 11.9% | 21.5% |