Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXFAX (Barings Global Floating Rate Fund Cl A) | -0.21% | 2.50% | 6.79% | 4.34% | 4.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXFAX (Barings Global Floating Rate Fund Cl A) | 09/17/2013 | 06/05/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.50 | 6.79 | 4.34 | 4.64 | NA | NA | … | … | -0.21 | 4.56 | 8.14 | 13.39 | -4.73 | 5.39 | 3.22 | 7.91 | -0.81 | 3.80 | 11.41 | -1.02 | 0.34 | 1.70 |
| Sharpe Ratio | NA | -0.06 | 1.27 | 0.59 | 0.74 | NA | NA | … | … | -1.09 | 0.62 | 1.70 | 3.05 | -1.50 | 4.08 | 0.30 | 2.96 | -1.19 | 2.16 | 5.02 | -0.52 | 0.24 | 7.00 |
| Standard Deviation(%) | NA | 2.54 | 2.79 | 3.06 | 4.02 | NA | NA | … | … | 2.76 | 2.72 | 2.65 | 3.22 | 4.13 | 1.31 | 10.04 | 2.18 | 1.85 | 1.46 | 2.23 | 2.00 | 1.38 | 0.85 |
| Draw Down(%) | NA | 1.77 | 2.95 | 8.33 | 22.23 | NA | NA | … | … | 1.77 | 2.95 | 0.68 | 1.95 | 8.33 | 0.43 | 22.23 | 1.19 | 3.86 | 0.73 | 1.94 | 4.71 | 2.71 | 0.10 |
| Yield(%) | 0.00 | 6.25 | 7.86 | 6.26 | 5.42 | 4.19 | 3.14 | … | … | 2.24 | 7.11 | 8.36 | 9.29 | 4.67 | 3.26 | 4.08 | 5.35 | 4.21 | 4.06 | 5.12 | 4.54 | 6.50 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXFAX (Barings Global Floating Rate Fund Cl A) |
-2.46%
Mar 2017 – Mar 2020 |
0.31%
Mar 2015 – Mar 2020 |
3.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXFAX (Barings Global Floating Rate Fund Cl A) |
9.27%
Oct 2022 – Oct 2025 |
8.55%
Mar 2020 – Mar 2025 |
5.12%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart