Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXFYX (Barings Global Floating Rate Fund Cl Y) | 1.24% | 5.08% | 8.16% | 6.31% | 4.60% | NA | NA | 4.67% |
Data as of 07/21/2025, AR inception is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXFYX (Barings Global Floating Rate Fund Cl Y) | 09/17/2013 | 07/21/2025 |
| 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 (%) | 0.00 | 5.08 | 8.16 | 6.31 | 4.60 | NA | NA | 4.67 | 1.24 | 8.41 | 13.77 | -4.59 | 5.43 | 3.02 | 8.30 | -0.59 | 4.48 | 11.55 | -0.66 | 0.69 | 1.70 |
| Sharpe Ratio | NA | 0.69 | 1.68 | 1.44 | 0.80 | NA | NA | 0.84 | -0.27 | 1.86 | 3.22 | -1.42 | 4.33 | 0.28 | 3.05 | -1.06 | 2.34 | 5.23 | -0.32 | 0.48 | 7.34 |
| Standard Deviation(%) | NA | 2.74 | 3.05 | 2.98 | 3.99 | NA | NA | 3.70 | 2.80 | 2.57 | 3.17 | 4.18 | 1.27 | 9.94 | 2.24 | 1.86 | 1.64 | 2.17 | 2.12 | 1.40 | 0.81 |
| Draw Down(%) | NA | 2.92 | 5.26 | 8.30 | 22.24 | NA | NA | 22.24 | 2.92 | 0.57 | 1.94 | 8.30 | 0.43 | 22.24 | 1.19 | 3.91 | 0.83 | 2.03 | 4.53 | 2.54 | 0.10 |
| Yield(%) | 0.00 | 6.83 | 8.01 | 6.31 | 5.23 | 3.95 | 2.97 | 5.39 | 2.58 | 8.60 | 9.53 | 4.89 | 3.19 | 4.00 | 5.61 | 4.43 | 4.71 | 5.36 | 4.79 | 6.74 | 0.00 |
Data as of 07/21/2025, 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 |
|---|---|---|---|---|
| BXFYX (Barings Global Floating Rate Fund Cl Y) |
-2.08%
Mar 2017 - Mar 2020 |
0.65%
Mar 2015 - Mar 2020 |
3.81%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXFYX (Barings Global Floating Rate Fund Cl Y) |
8.45%
Jun 2022 - Jun 2025 |
8.67%
Mar 2020 - Mar 2025 |
4.84%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart