Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXIYX (Barings Global Credit Income Opport Fund) | 2.73% | 6.76% | 9.01% | 5.86% | 4.65% | NA | NA | 4.83% |
Data as of 07/25/2025, AR inception is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXIYX (Barings Global Credit Income Opport Fund) | 09/17/2013 | 07/25/2025 |
| 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 (%) | 0.13 | 6.76 | 9.01 | 5.86 | 4.65 | NA | NA | 4.83 | 2.73 | 8.09 | 13.35 | -9.83 | 6.00 | 3.40 | 9.72 | -2.61 | 6.74 | 14.96 | -1.09 | 0.09 | 3.40 |
| Sharpe Ratio | NA | 1.13 | 1.67 | 1.08 | 0.67 | NA | NA | 0.75 | 0.60 | 0.55 | 2.32 | -2.29 | 2.97 | 0.28 | 3.56 | -1.75 | 3.05 | 3.60 | -0.36 | 0.04 | 11.31 |
| Standard Deviation(%) | NA | 2.92 | 3.62 | 3.61 | 4.68 | NA | NA | 4.37 | 3.03 | 2.75 | 3.96 | 4.91 | 2.01 | 11.08 | 2.34 | 2.25 | 2.01 | 4.09 | 3.08 | 1.87 | 1.08 |
| Draw Down(%) | NA | 3.12 | 5.75 | 14.09 | 24.86 | NA | NA | 24.86 | 3.12 | 0.77 | 3.51 | 13.47 | 1.91 | 24.86 | 1.23 | 5.06 | 1.05 | 4.91 | 6.24 | 4.76 | 0.20 |
| Yield(%) | 0.00 | 6.88 | 7.94 | 6.69 | 5.84 | 4.49 | 3.37 | 6.12 | 2.42 | 8.81 | 8.82 | 6.07 | 5.13 | 5.32 | 5.82 | 5.60 | 5.76 | 6.92 | 6.56 | 9.15 | 0.00 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| BXIYX (Barings Global Credit Income Opport Fund) |
-3.31%
Mar 2017 - Mar 2020 |
0.51%
Oct 2017 - Oct 2022 |
3.45%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXIYX (Barings Global Credit Income Opport Fund) |
9.16%
Jun 2022 - Jun 2025 |
8.62%
Mar 2020 - Mar 2025 |
4.79%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart