Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGH (Barings Global Short Duration High Yield Fund) | 7.08% | 18.65% | 18.33% | 14.91% | 7.96% | NA | NA | 6.98% |
Data as of 07/03/2025, AR inception is 10/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGH (Barings Global Short Duration High Yield Fund) | 10/26/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.67 | 18.65 | 18.33 | 14.91 | 7.96 | NA | NA | 6.98 | 7.08 | 27.13 | 18.08 | -19.58 | 24.37 | -4.52 | 21.49 | -9.38 | 11.30 | 29.69 | -8.24 | -2.09 | 7.24 | -4.35 |
| Sharpe Ratio | NA | 1.06 | 1.03 | 1.00 | 0.40 | NA | NA | 0.35 | 0.40 | 2.34 | 1.10 | -1.28 | 2.60 | -0.13 | 1.86 | -1.11 | 1.30 | 2.56 | -0.81 | -0.23 | 0.60 | -4.10 |
| Standard Deviation(%) | NA | 14.61 | 13.41 | 12.97 | 16.34 | NA | NA | 15.20 | 17.17 | 10.03 | 13.22 | 16.43 | 9.35 | 37.36 | 10.74 | 9.71 | 8.25 | 11.51 | 10.15 | 9.10 | 12.08 | 5.72 |
| Draw Down(%) | NA | 15.50 | 15.62 | 26.42 | 48.74 | NA | NA | 48.74 | 15.50 | 5.75 | 9.98 | 26.42 | 4.98 | 48.74 | 9.19 | 20.85 | 6.11 | 10.49 | 20.49 | 14.09 | 11.53 | 4.50 |
| Yield(%) | 0.00 | 10.85 | 11.10 | 10.80 | 8.09 | 5.94 | 4.45 | 7.42 | 4.70 | 11.11 | 11.26 | 7.38 | 8.51 | 7.81 | 10.97 | 9.19 | 10.37 | 11.20 | 10.84 | 11.11 | 9.62 | 0.67 |
Data as of 07/03/2025, AR inception is 10/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGH (Barings Global Short Duration High Yield Fund) |
-9.29%
Apr 2017 - Apr 2020 |
-2.26%
Apr 2015 - Apr 2020 |
3.57%
Mar 2013 - Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGH (Barings Global Short Duration High Yield Fund) |
17.24%
Jun 2022 - Jun 2025 |
17.06%
Mar 2020 - Mar 2025 |
7.75%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart