Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXIAX (Barings Global Credit Income Opport Fund) | 3.10% | 7.03% | 9.37% | 5.87% | 4.35% | NA | NA | 4.61% |
Data as of 07/02/2025, AR inception is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXIAX (Barings Global Credit Income Opport Fund) | 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 (%) | 0.26 | 7.03 | 9.37 | 5.87 | 4.35 | NA | NA | 4.61 | 3.10 | 7.88 | 13.04 | -10.02 | 5.79 | 3.13 | 9.46 | -2.83 | 6.47 | 14.66 | -1.32 | -0.22 | 3.40 |
| Sharpe Ratio | NA | 1.14 | 1.24 | 1.01 | 0.60 | NA | NA | 0.69 | 0.39 | 0.47 | 2.25 | -2.33 | 2.89 | 0.26 | 3.39 | -1.84 | 2.86 | 3.58 | -0.46 | -0.13 | 11.68 |
| Standard Deviation(%) | NA | 3.03 | 3.71 | 3.61 | 4.68 | NA | NA | 4.38 | 3.27 | 2.74 | 3.94 | 4.91 | 2.00 | 11.14 | 2.37 | 2.26 | 2.05 | 4.04 | 2.92 | 1.87 | 1.05 |
| Draw Down(%) | NA | 3.14 | 5.76 | 14.30 | 24.76 | NA | NA | 24.76 | 3.14 | 0.77 | 3.53 | 13.62 | 1.93 | 24.76 | 1.25 | 5.11 | 1.05 | 4.93 | 6.23 | 4.83 | 0.20 |
| Yield(%) | 0.00 | 7.26 | 8.01 | 6.63 | 5.62 | 4.36 | 3.27 | 5.94 | 2.91 | 8.59 | 8.54 | 5.88 | 4.93 | 5.08 | 5.58 | 5.38 | 5.51 | 6.65 | 6.32 | 8.85 | 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 |
|---|---|---|---|---|
| BXIAX (Barings Global Credit Income Opport Fund) |
-3.50%
Mar 2017 - Mar 2020 |
0.28%
Oct 2017 - Oct 2022 |
3.21%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXIAX (Barings Global Credit Income Opport Fund) |
9.08%
Jun 2022 - Jun 2025 |
8.31%
Mar 2020 - Mar 2025 |
4.53%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart