Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXDYX (Barings Active Short Duration Bond Fund) | 0.41% | 3.98% | 6.27% | 2.24% | 2.38% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXDYX (Barings Active Short Duration Bond Fund) | 07/13/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.98 | 6.27 | 2.24 | 2.38 | NA | NA | … | … | 0.41 | 6.00 | 7.83 | 7.23 | -9.24 | 1.73 | 1.85 | 4.37 | 1.20 | 2.60 | 2.87 | -0.62 |
| Sharpe Ratio | NA | 0.69 | 1.35 | -0.10 | 0.29 | NA | NA | … | … | -0.89 | 1.59 | 1.90 | 1.22 | -2.25 | 1.85 | 0.39 | 2.75 | -0.16 | 1.68 | 2.17 | -0.79 |
| Standard Deviation(%) | NA | 1.76 | 2.20 | 2.92 | 2.54 | NA | NA | … | … | 1.76 | 1.97 | 2.21 | 2.95 | 4.75 | 0.92 | 4.13 | 1.05 | 1.15 | 1.16 | 1.23 | 1.70 |
| Draw Down(%) | NA | 1.17 | 1.17 | 11.17 | 11.17 | NA | NA | … | … | 1.17 | 0.97 | 0.76 | 2.40 | 11.13 | 0.79 | 10.62 | 0.20 | 0.42 | 0.60 | 0.51 | 1.22 |
| Yield(%) | 0.00 | 4.03 | 4.16 | 3.29 | 2.91 | 2.03 | 1.52 | … | … | 1.37 | 4.36 | 4.09 | 3.82 | 3.06 | 2.02 | 2.75 | 3.10 | 2.40 | 2.48 | 1.84 | 0.69 |
Data as of 06/10/2026, Common starting date is 07/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDYX (Barings Active Short Duration Bond Fund) |
-2.29%
Oct 2019 – Oct 2022 |
-0.38%
Oct 2017 – Oct 2022 |
2.34%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDYX (Barings Active Short Duration Bond Fund) |
7.30%
Oct 2022 – Oct 2025 |
3.63%
Mar 2020 – Mar 2025 |
2.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart