Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXTAX (Barings Total Return Bond Fund Cl A) | NA | -11.34% | -3.41% | -1.64% | NA | NA | NA | -0.88% |
Data as of 11/22/2021, AR inception is 07/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXTAX (Barings Total Return Bond Fund Cl A) | 07/09/2015 | 11/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.34 | -3.41 | -1.64 | NA | NA | NA | -0.88 | -12.91 | -3.73 | 5.97 | -1.55 | 4.59 | 4.17 | -0.68 |
| Sharpe Ratio | NA | -0.71 | -0.37 | -0.27 | NA | NA | NA | -0.18 | -0.85 | -0.39 | 2.88 | -1.04 | 1.50 | 1.28 | -0.41 |
| Standard Deviation(%) | NA | 15.92 | 10.94 | 8.64 | NA | NA | NA | 7.80 | 16.83 | 10.12 | 1.58 | 2.76 | 2.65 | 3.09 | 3.52 |
| Draw Down(%) | NA | 14.92 | 23.88 | 23.88 | NA | NA | NA | 23.88 | 14.92 | 23.88 | 0.51 | 2.83 | 1.50 | 3.81 | 2.35 |
| Yield(%) | 0.00 | 1.21 | 2.37 | 2.51 | 1.59 | 1.06 | 0.80 | 2.66 | 0.82 | 2.33 | 3.30 | 2.82 | 2.84 | 2.63 | 1.43 |
Data as of 11/22/2021, AR inception is 07/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXTAX (Barings Total Return Bond Fund Cl A) |
-4.00%
Aug 2018 - Aug 2021 |
-2.22%
Aug 2016 - Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXTAX (Barings Total Return Bond Fund Cl A) |
2.95%
Dec 2016 - Dec 2019 |
1.97%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart