Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXDIX (Barings Active Short Duration Bond Fund) | NA | -10.81% | -1.88% | -0.41% | NA | NA | NA | 0.01% |
Data as of 11/22/2021, AR inception is 07/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXDIX (Barings Active Short Duration Bond Fund) | 07/13/2015 | 11/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.81 | -1.88 | -0.41 | NA | NA | NA | 0.01 | -11.62 | 1.87 | 4.47 | 1.09 | 2.59 | 2.98 | -0.62 |
| Sharpe Ratio | NA | -0.78 | -0.29 | -0.17 | NA | NA | NA | -0.10 | -0.88 | 0.39 | 3.19 | -0.21 | 1.73 | 2.36 | -0.79 |
| Standard Deviation(%) | NA | 13.93 | 8.42 | 6.56 | NA | NA | NA | 5.84 | 14.73 | 4.21 | 0.96 | 1.16 | 1.14 | 1.17 | 1.70 |
| Draw Down(%) | NA | 13.04 | 13.04 | 13.04 | NA | NA | NA | 13.04 | 13.04 | 10.71 | 0.10 | 0.42 | 0.60 | 0.41 | 1.22 |
| Yield(%) | 0.00 | 1.30 | 2.53 | 2.42 | 1.43 | 0.95 | 0.71 | 2.38 | 0.90 | 2.95 | 3.10 | 2.38 | 2.47 | 1.84 | 0.69 |
Data as of 11/22/2021, 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 |
|---|---|---|---|---|
| BXDIX (Barings Active Short Duration Bond Fund) |
-1.91%
Oct 2018 - Oct 2021 |
-0.47%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDIX (Barings Active Short Duration Bond Fund) |
2.92%
Feb 2018 - Feb 2021 |
2.68%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart