Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXTIX (Barings Total Return Bond Fund Cl I) | NA | -12.63% | -3.66% | -1.69% | NA | NA | NA | … | … |
Data as of 11/22/2021, Common starting date is 07/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXTIX (Barings Total Return Bond Fund Cl I) | 07/09/2015 | 11/22/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.63 | -3.66 | -1.69 | NA | NA | NA | … | … | -14.22 | -3.21 | 6.12 | -1.32 | 4.86 | 4.43 | -0.58 |
| Sharpe Ratio | NA | -0.72 | -0.36 | -0.26 | NA | NA | NA | … | … | -0.85 | -0.34 | 3.00 | -0.96 | 1.59 | 1.36 | -0.35 |
| Standard Deviation(%) | NA | 17.51 | 11.73 | 9.25 | NA | NA | NA | … | … | 18.52 | 10.16 | 1.57 | 2.77 | 2.67 | 3.11 | 3.55 |
| Draw Down(%) | NA | 16.26 | 23.86 | 23.86 | NA | NA | NA | … | … | 16.26 | 23.86 | 0.51 | 2.74 | 1.50 | 3.75 | 2.31 |
| Yield(%) | 0.00 | 1.36 | 2.64 | 2.76 | 1.75 | 1.17 | 0.88 | … | … | 0.92 | 2.73 | 3.54 | 3.04 | 3.10 | 2.90 | 1.53 |
Data as of 11/22/2021, Common starting date is 07/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXTIX (Barings Total Return Bond Fund Cl I) |
-4.23%
Aug 2018 – Aug 2021 |
-2.27%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXTIX (Barings Total Return Bond Fund Cl I) |
3.17%
Dec 2016 – Dec 2019 |
2.27%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart