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MPV: Barings Participation Investors (the Trust) (CEF)
Basic Info 16.6 0.1(0.60%) June 05
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/24/1988 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 10.31% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/24/1988 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 9.1 | 3.1 | 21.4 | 13.5 | 10.0 | 8.8 | 9.1 | 7.4 | 0.7 | 20.5 | 39.1 | -10.7 | 31.9 | -21.0 | 14.6 | 14.8 | 7.0 | 11.3 | 12.8 | 11.4 | 0.1 | -5.4 | 23.6 | 22.7 | 47.2 | -25.0 | -2.1 | 13.3 | 13.6 | 24.9 | 35.7 | 12.8 | -8.7 | 23.2 | -14.6 | 3.2 | 25.7 | 1.4 | 23.7 | -7.8 | 8.5 | -14.5 | 30.2 | -19.7 | -16.5 | -1.2 |
| Sharpe Ratio | NA | 0.87 | 0.1 | 0.88 | 0.51 | 0.32 | NA | NA | 0.22 | -0.09 | 1.13 | 1.78 | -0.54 | 1.8 | -0.36 | 0.73 | 0.96 | 0.42 | 0.58 | 0.79 | 0.68 | 0.01 | -0.31 | 0.97 | 0.98 | 0.97 | -0.43 | -0.23 | 0.51 | 0.49 | 1.19 | 1.96 | 0.63 | -0.54 | 1.1 | -1.26 | -0.01 | 1.12 | -0.13 | 0.81 | -0.49 | 0.31 | -0.78 | 0.97 | -0.92 | -1.17 | -1.28 |
| Draw Down(%) | NA | 15.5 | 19.8 | 19.8 | 22.6 | 54.0 | NA | NA | 54.0 | 19.8 | 10.3 | 17.7 | 22.2 | 6.6 | 54.0 | 9.8 | 6.5 | 6.8 | 12.2 | 10.7 | 10.1 | 15.2 | 13.3 | 12.1 | 8.5 | 35.5 | 41.7 | 23.0 | 9.8 | 16.9 | 8.3 | 5.3 | 10.1 | 21.8 | 16.9 | 19.6 | 11.0 | 5.1 | 10.5 | 11.1 | 16.4 | 8.6 | 18.3 | 7.5 | 27.9 | 17.7 | 2.5 |
| Standard Deviation(%) | NA | 26.4 | 25.6 | 21.1 | 21.1 | 26.2 | NA | NA | 25.0 | 24.9 | 14.9 | 20.1 | 22.6 | 17.7 | 59.4 | 18.0 | 14.1 | 15.1 | 19.1 | 16.2 | 16.8 | 16.5 | 17.9 | 24.3 | 23.0 | 48.8 | 59.8 | 23.5 | 19.5 | 23.5 | 20.2 | 17.9 | 18.4 | 20.9 | 17.3 | 14.3 | 18.7 | 19.5 | 17.8 | 24.4 | 22.3 | 20.0 | 21.5 | 27.0 | 27.3 | 19.2 | 9.6 |
| Treynor Ratio | NA | 0.09 | 0.02 | 0.32 | 0.19 | 0.07 | NA | NA | 0.07 | -0.02 | 2.05 | 2.83 | -0.2 | 2.78 | -0.09 | 1.26 | 3.54 | -0.51 | 0.43 | 0.71 | 0.59 | 0.0 | 0.11 | 0.69 | 3.64 | 0.68 | -0.22 | -0.24 | 0.27 | -1.56 | -0.52 | 0.89 | 0.25 | -0.19 | 0.47 | -0.48 | 0.0 | 0.54 | -0.02 | 0.18 | 0.95 | 0.08 | -1.64 | 0.52 | -0.61 | 2.48 | 4.51 |
| Alpha | NA | 0.1 | 0.0 | 0.06 | 0.05 | 0.03 | NA | NA | 0.03 | -0.02 | 0.06 | 0.12 | -0.01 | 0.11 | -0.08 | 0.05 | 0.05 | 0.03 | 0.04 | 0.05 | 0.04 | 0.0 | 0.01 | 0.09 | 0.09 | 0.11 | 0.07 | -0.01 | 0.04 | 0.05 | 0.11 | 0.1 | 0.05 | -0.04 | 0.08 | -0.06 | 0.02 | 0.09 | 0.01 | 0.06 | -0.04 | 0.01 | -0.06 | 0.08 | -0.05 | -0.09 | -0.05 |
| Beta | NA | 2.55 | 1.42 | 0.58 | 0.56 | 1.21 | NA | NA | 0.77 | 0.99 | 0.08 | 0.13 | 0.62 | 0.11 | 2.37 | 0.1 | 0.04 | -0.13 | 0.26 | 0.18 | 0.19 | 0.34 | -0.52 | 0.34 | 0.06 | 0.7 | 1.15 | 0.23 | 0.37 | -0.07 | -0.46 | 0.39 | 0.47 | 0.6 | 0.41 | 0.37 | 0.59 | 0.4 | 0.96 | 1.07 | -0.12 | 0.83 | 0.1 | 0.5 | 0.41 | -0.09 | -0.03 |
| RSquared | NA | 0.14 | 0.03 | 0.01 | 0.02 | 0.06 | NA | NA | 0.02 | 0.02 | 0.0 | 0.0 | 0.04 | 0.0 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.2 | 8.3 | 12.1 | 9.0 | 7.8 | 7.4 | 7.7 | N/A | 8.6 | 10.3 | 10.5 | 5.9 | 6.8 | 5.0 | 7.1 | 7.5 | 7.6 | 7.9 | 8.1 | 8.4 | 7.6 | 7.0 | 8.8 | 8.3 | 10.8 | 7.8 | 8.3 | 8.8 | 7.6 | 9.4 | 10.3 | 9.3 | 8.8 | 15.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | -6.3 | 74.4 | 22.2 | 1.8 | 38.5 | N/A | N/A | -5.7 | 21.7 | 50.0 | 7.5 | 0.0 | -25.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -12.2 | 23.0 | 0.0 | 0.0 | -20.0 | 5.0 | 17.8 | -8.2 | 14.6 | 11.6 | -10.4 | -36.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/1988
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