Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXFIX (Barings Global Floating Rate Fund Cl I) | -0.13% | 2.74% | 6.98% | 4.57% | 4.89% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXFIX (Barings Global Floating Rate Fund Cl I) | 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 (%) | -0.12 | 2.74 | 6.98 | 4.57 | 4.89 | NA | NA | … | … | -0.13 | 4.71 | 8.32 | 13.78 | -4.58 | 5.74 | 3.01 | 8.30 | -0.58 | 4.48 | 11.66 | -0.60 | 0.69 | 1.70 |
| Sharpe Ratio | NA | 0.04 | 1.33 | 0.66 | 0.81 | NA | NA | … | … | -1.08 | 0.66 | 1.75 | 3.17 | -1.44 | 4.43 | 0.28 | 3.01 | -1.02 | 2.39 | 5.24 | -0.31 | 0.48 | 6.99 |
| Standard Deviation(%) | NA | 2.44 | 2.79 | 3.08 | 4.01 | NA | NA | … | … | 2.60 | 2.77 | 2.69 | 3.22 | 4.20 | 1.29 | 9.93 | 2.27 | 1.93 | 1.60 | 2.19 | 2.05 | 1.40 | 0.85 |
| Draw Down(%) | NA | 1.72 | 2.92 | 8.28 | 22.22 | NA | NA | … | … | 1.72 | 2.92 | 0.80 | 1.94 | 8.28 | 0.42 | 22.22 | 1.18 | 3.91 | 0.83 | 2.03 | 4.63 | 2.54 | 0.10 |
| Yield(%) | 0.00 | 6.47 | 8.10 | 6.50 | 5.67 | 4.39 | 3.29 | … | … | 2.32 | 7.36 | 8.62 | 9.56 | 4.89 | 3.49 | 4.00 | 5.61 | 4.43 | 4.71 | 5.36 | 4.85 | 6.74 | 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 |
|---|---|---|---|---|
| BXFIX (Barings Global Floating Rate Fund Cl I) |
-2.07%
Mar 2017 – Mar 2020 |
0.68%
Mar 2015 – Mar 2020 |
3.87%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXFIX (Barings Global Floating Rate Fund Cl I) |
9.51%
Oct 2022 – Oct 2025 |
8.74%
Mar 2020 – Mar 2025 |
5.38%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart