Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXFCX (Barings Global Floating Rate Fund Cl C) | 0.78% | 4.19% | 7.63% | 5.54% | 3.65% | NA | NA | 3.64% |
Data as of 07/02/2025, AR inception is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXFCX (Barings Global Floating Rate Fund Cl C) | 09/17/2013 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 4.19 | 7.63 | 5.54 | 3.65 | NA | NA | 3.64 | 0.78 | 6.64 | 12.66 | -5.60 | 4.83 | 2.33 | 7.24 | -1.42 | 3.33 | 10.66 | -1.67 | -0.38 | 1.40 |
| Sharpe Ratio | NA | 0.50 | 1.30 | 1.22 | 0.57 | NA | NA | 0.60 | -0.60 | 0.02 | 2.80 | -1.75 | 4.31 | 0.21 | 2.79 | -1.60 | 1.93 | 5.10 | -0.93 | -0.28 | 6.71 |
| Standard Deviation(%) | NA | 2.67 | 2.94 | 2.87 | 3.91 | NA | NA | 3.64 | 2.86 | 2.34 | 3.03 | 4.01 | 1.12 | 9.96 | 2.09 | 1.72 | 1.40 | 2.05 | 1.83 | 1.40 | 0.73 |
| Draw Down(%) | NA | 3.03 | 5.35 | 8.79 | 22.32 | NA | NA | 22.32 | 3.03 | 0.69 | 1.95 | 8.79 | 0.43 | 22.32 | 1.19 | 4.10 | 0.84 | 2.02 | 5.08 | 2.94 | 0.20 |
| Yield(%) | 0.00 | 6.01 | 7.16 | 5.44 | 4.37 | 3.30 | 2.48 | 4.50 | 2.25 | 7.60 | 8.51 | 3.94 | 2.49 | 3.37 | 4.58 | 3.61 | 3.70 | 4.40 | 3.80 | 5.89 | 0.00 |
Data as of 07/02/2025, AR inception is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXFCX (Barings Global Floating Rate Fund Cl C) |
-3.00%
Mar 2017 - Mar 2020 |
-0.31%
Mar 2015 - Mar 2020 |
2.87%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXFCX (Barings Global Floating Rate Fund Cl C) |
7.51%
Mar 2020 - Mar 2023 |
7.76%
Mar 2020 - Mar 2025 |
3.90%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart