(MPV) Barings Participation - Performance 27% in 12m
MPV performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
85.82%
#7 in Peer-Group
Rel. Strength
76.53%
#1787 in Stock-Universe
Total Return 12m
26.95%
#31 in Peer-Group
Total Return 5y
129.49%
#26 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 11.0 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 19.08 USD |
| 52 Week Low | 13.85 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 98.23 |
| Buy/Sell Signal +-5 | -1.28 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: MPV (27%) vs XLF (24.4%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
2.48% | 50.6% | 231% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-3.44% | 27.8% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
0.76% | 55.4% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
5.03% | 19.8% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.61% | 36.1% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-8.61% | 15.2% | 193% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
5.02% | 7.11% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
-0.31% | 1.85% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
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 | 11.86% | -2.19% | 1.73% |
| 3 Months | 25.25% | 5.74% | 8.59% |
| 12 Months | 26.95% | 24.42% | 11.46% |
| 5 Years | 129.49% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | MPV | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 95% | -20.6% | 69.9% |
| 3 Months | 84.6% | 63.2% | 69.3% |
| 12 Months | 79.5% | 79.3% | 43.2% |
| 5 Years | 91.1% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #11 | 14.36% | 9.95% |
| 3 Month | #11 | 18.45% | 15.34% |
| 12 Month | #34 | 2.04% | 13.90% |
| 5 Years | #37 | 1.08% | 9.74% |
FAQs
Does Barings Participation (MPV) outperform the market?
Yes,
over the last 12 months MPV made 26.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%.
Over the last 3 months MPV made 25.25%, while XLF made 5.74%.
Performance Comparison MPV vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
MPV vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.4% | 10.1% | 16.4% | 15% |
| US NASDAQ 100 | QQQ | 6.6% | 9.7% | 16.2% | 16% |
| German DAX 40 | DAX | 9.3% | 12.5% | 1.1% | -1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.3% | 12.8% | 16% | 14% |
| Hongkong Hang Seng | HSI | 5% | 6.1% | -0.5% | 0% |
| India NIFTY 50 | INDA | 7.6% | 11.8% | 17.9% | 27% |
| Brasil Bovespa | EWZ | 4.5% | 12.5% | -0.8% | 19% |
MPV vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 7.1% | 9.5% | 13.7% | 3% |
| Consumer Discretionary | XLY | 6.2% | 13.5% | 25.5% | 8% |
| Consumer Staples | XLP | 6.9% | 10.6% | 15.9% | 19% |
| Energy | XLE | 0.4% | 9.1% | 15.5% | 24% |
| Financial | XLF | 8.6% | 14.1% | 14.2% | 3% |
| Health Care | XLV | 4.7% | 8.6% | 18.5% | 32% |
| Industrial | XLI | 7.6% | 10.9% | 11.2% | 9% |
| Materials | XLB | 6.5% | 10.4% | 16.9% | 28% |
| Real Estate | XLRE | 6% | 9.9% | 16.4% | 14% |
| Technology | XLK | 5.7% | 9% | 15.5% | 21% |
| Utilities | XLU | 5.7% | 9.6% | 9.4% | 7% |
| Aerospace & Defense | XAR | 6.2% | 3.7% | -2.2% | -15% |
| Biotech | XBI | 6.8% | 4.1% | 26.3% | 38% |
| Homebuilder | XHB | 6.9% | 18.8% | 33.1% | 37% |
| Retail | XRT | 9.8% | 10.7% | 24.5% | 26% |
MPV vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.4% | -3.42% | 7.74% | 21% |
| Natural Gas | UNG | 10.8% | 21.9% | 0.9% | 46% |
| Gold | GLD | 2.4% | 6.2% | -13.6% | -22% |
| Silver | SLV | 5.1% | 1.7% | -3% | 2% |
| Copper | CPER | 7.5% | 10.6% | 1.9% | 19% |
MPV vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 4.8% | 11% | 18% | 31% |
| iShares High Yield Corp. Bond | HYG | 5.9% | 11.5% | 13% | 18% |