Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXICX (Barings Global Credit Income Opport Fund) | 2.25% | 4.87% | 7.25% | 4.60% | 3.52% | NA | NA | 3.70% |
Data as of 07/31/2025, AR inception is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXICX (Barings Global Credit Income Opport Fund) | 09/17/2013 | 07/31/2025 |
| 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 | 4.87 | 7.25 | 4.60 | 3.52 | NA | NA | 3.70 | 2.25 | 7.10 | 12.33 | -10.90 | 4.51 | 2.46 | 8.68 | -3.43 | 5.68 | 13.81 | -2.05 | -0.90 | 3.10 |
| Sharpe Ratio | NA | 0.88 | 1.31 | 0.55 | 0.41 | NA | NA | 0.47 | 0.34 | 0.19 | 2.14 | -1.41 | 2.51 | 0.20 | 3.27 | -2.22 | 2.75 | 3.46 | -0.74 | -0.50 | 10.63 |
| Standard Deviation(%) | NA | 2.92 | 3.47 | 4.73 | 5.12 | NA | NA | 4.76 | 2.96 | 2.64 | 3.80 | 8.58 | 1.82 | 11.08 | 2.22 | 2.15 | 1.84 | 3.93 | 2.83 | 1.82 | 1.04 |
| Draw Down(%) | NA | 3.20 | 6.04 | 15.50 | 24.84 | NA | NA | 24.84 | 3.20 | 0.77 | 3.59 | 15.07 | 2.00 | 24.84 | 1.33 | 5.23 | 1.05 | 5.00 | 6.61 | 5.00 | 0.20 |
| Yield(%) | 0.00 | 6.06 | 6.73 | 5.63 | 4.91 | 3.79 | 2.85 | 5.17 | 2.09 | 7.80 | 7.76 | 5.14 | 3.69 | 4.38 | 4.83 | 4.77 | 4.74 | 5.88 | 5.59 | 7.98 | 0.00 |
Data as of 07/31/2025, 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 |
|---|---|---|---|---|
| BXICX (Barings Global Credit Income Opport Fund) |
-4.18%
Mar 2017 - Mar 2020 |
-0.54%
Oct 2017 - Oct 2022 |
2.41%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXICX (Barings Global Credit Income Opport Fund) |
8.06%
Jun 2022 - Jun 2025 |
7.39%
Mar 2020 - Mar 2025 |
3.73%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart