Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXDCX (Barings Active Short Duration Bond Fund) | 2.18% | 5.76% | 4.98% | 2.36% | NA | NA | NA | 1.87% |
Data as of 07/07/2025, AR inception is 07/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXDCX (Barings Active Short Duration Bond Fund) | 07/13/2015 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 5.76 | 4.98 | 2.36 | NA | NA | NA | 1.87 | 2.18 | 7.07 | 6.54 | -9.36 | 1.34 | 1.35 | 3.92 | 0.58 | 2.20 | 2.65 | -1.03 |
| Sharpe Ratio | NA | 1.46 | 0.63 | 0.11 | NA | NA | NA | 0.10 | 0.82 | 0.22 | 0.82 | -1.95 | 1.41 | 0.27 | 2.87 | -0.71 | 1.42 | 1.89 | -1.33 |
| Standard Deviation(%) | NA | 1.97 | 2.40 | 3.08 | NA | NA | NA | 2.65 | 1.90 | 2.16 | 2.82 | 5.54 | 0.93 | 4.13 | 0.88 | 1.03 | 1.11 | 1.30 | 1.65 |
| Draw Down(%) | NA | 0.97 | 3.33 | 11.32 | NA | NA | NA | 11.32 | 0.97 | 0.75 | 2.38 | 11.21 | 0.87 | 10.67 | 0.10 | 0.51 | 0.57 | 0.55 | 1.39 |
| Yield(%) | 0.00 | 3.05 | 3.20 | 2.58 | 2.19 | 1.46 | 1.10 | 2.44 | 1.19 | 3.59 | 3.29 | 2.64 | 1.54 | 2.26 | 2.56 | 1.98 | 1.98 | 1.63 | 0.28 |
Data as of 07/07/2025, AR inception is 07/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDCX (Barings Active Short Duration Bond Fund) |
-2.62%
Oct 2019 - Oct 2022 |
-0.79%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDCX (Barings Active Short Duration Bond Fund) |
4.98%
Jun 2022 - Jun 2025 |
3.23%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart