Barings Participation Investors

Barings Participation Investorsverified

MPV

Price:

$19.64

Market Cap:

$210.54M

Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States. It primarily invests in below-investment grade, long-term corporate debt obligations which are directly purchased from its issuers. The fund also seeks to invest in warrants, conversion rights, or other equity related instruments. It benchmarks the performance of its portfolio against Standard and Poor's Industrials Composite, Russell 2000 Index, Lehman Brothers U.S. High Yield Index, and Lehman Brothers Intermediate U.S. Credit Index. The fund was formerly known as Babson Capital Participation Investors. Barings Pa...[Read more]

Industry

Asset Management

IPO Date

1988-10-24

Stock Exchange

NYSE

Ticker

MPV

The ROE as of December 2025 (TTM) for Barings Participation Investors (MPV) is 9.18%

According to Barings Participation Investors’s latest financial reports and current stock price. The company's current ROE is 9.18%. This represents a change of 85.89% compared to the average of 4.94% of the last 4 quarters.

Barings Participation Investors (MPV) Historical ROE (quarterly & annually)

How has MPV ROE performed in the past?

The mean historical ROE of Barings Participation Investors over the last ten years is 8.89%. The current 9.18% ROE has changed 3.25% with respect to the historical average. Over the past ten years (40 quarters), MPV's ROE was at its highest in in the December 2020 quarter at 8.84%. The ROE was at its lowest in in the June 2020 quarter at -4.65%.

Quarterly (TTM)
Annual

Average

8.89%

Median

9.48%

Minimum

2.62%

Maximum

15.76%

Barings Participation Investors (MPV) ROE by Quarter and Year

Discovering the peaks and valleys of Barings Participation Investors ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 364.78%

Maximum Annual ROE = 15.76%

Minimum Annual Increase = -80.06%

Minimum Annual ROE = 2.62%

Quarterly (TTM)
Annual
YearROEChange
202410.45%-5.83%
202311.09%153.23%
20224.38%-72.21%
202115.76%257.86%
20204.40%-63.88%
201912.19%364.78%
20182.62%-80.06%
201713.15%54.35%
20168.52%34.83%
20156.32%-47.31%

Barings Participation Investors (MPV) Average ROE

How has MPV ROE performed in the past?

The current ROE of Barings Participation Investors (MPV) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

8.64%

5-year avg

9.22%

10-year avg

8.89%

Barings Participation Investors (MPV) ROE vs. Peers

How is MPV’s ROE compared to its peers?

Barings Participation Investors’s ROE is less than SWK Holdings Corporation (6.27%), less than Ellington Credit Company (3.04%), less than TriplePoint Venture Growth BDC Corp. (9.71%), greater than Mount Logan Capital Inc. Common Stock (-33.29%), greater than Chicago Atlantic BDC, Inc. (0.03%), less than Range Capital Acquisition Corp II Units (0%), less than Trailblazer Acquisition Corp. Unit (0%), less than SuRo Capital Corp. (36.04%), less than Franklin Financial Services Corporation (10.11%), less than Avidbank Holdings, Inc. (10.92%),

Build a custom stock screener for Barings Participation Investors (MPV) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Barings Participation Investors using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Barings Participation Investors (MPV) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Barings Participation Investors or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Barings Participation Investors's ROE?

How is the ROE calculated for Barings Participation Investors (MPV)?

What is the highest ROE for Barings Participation Investors (MPV)?

What is the 3-year average ROE for Barings Participation Investors (MPV)?

What is the 5-year average ROE for Barings Participation Investors (MPV)?

How does the current ROE for Barings Participation Investors (MPV) compare to its historical average?