Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGH (Barings Global Short Duration High Yield Fund) | -2.91% | 4.68% | 14.41% | 6.58% | 7.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGH (Barings Global Short Duration High Yield Fund) | 10/26/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.92 | 4.68 | 14.41 | 6.58 | 7.73 | NA | NA | … | … | -2.91 | 8.55 | 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 | 0.40 | 1.04 | 0.35 | 0.40 | NA | NA | … | … | -0.51 | 0.39 | 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 | 11.69 | 12.17 | 13.29 | 16.28 | NA | NA | … | … | 11.87 | 14.76 | 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 | 16.91 | 16.91 | 26.42 | 48.74 | NA | NA | … | … | 11.19 | 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 | 11.42 | 12.24 | 8.66 | 8.81 | 6.36 | 4.77 | … | … | 4.05 | 10.92 | 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 06/04/2026, Common starting date 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) |
20.38%
Sep 2022 – Sep 2025 |
17.06%
Mar 2020 – Mar 2025 |
10.17%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart