Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBGHX (Barings Global Short Duration High Yield) | 2.03% | 6.31% | 11.64% | 5.89% | 5.48% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBGHX (Barings Global Short Duration High Yield) | 12/05/2012 | 06/08/2026 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 6.31 | 11.64 | 5.89 | 5.48 | NA | NA | … | … | 2.03 | 6.82 | 14.68 | 17.52 | -13.31 | 15.48 | -0.19 | 9.25 | -6.72 | 3.32 | 16.51 | -15.48 | -3.53 | 8.03 | 1.00 |
| Sharpe Ratio | NA | 1.11 | 2.10 | 0.69 | 0.55 | NA | NA | … | … | 0.66 | 0.86 | 3.99 | 2.35 | -2.12 | 5.48 | -0.02 | 1.72 | -2.02 | 0.71 | 3.12 | -3.37 | -0.38 | 1.98 | 4.80 |
| Standard Deviation(%) | NA | 3.82 | 4.12 | 5.07 | 7.23 | NA | NA | … | … | 4.76 | 4.58 | 2.77 | 5.96 | 6.98 | 2.82 | 18.08 | 4.52 | 4.03 | 3.78 | 5.21 | 4.60 | 9.42 | 4.04 | 3.30 |
| Draw Down(%) | NA | 3.92 | 6.57 | 17.05 | 36.58 | NA | NA | … | … | 3.92 | 6.57 | 1.32 | 4.63 | 17.05 | 1.53 | 36.25 | 6.08 | 11.04 | 2.82 | 7.91 | 18.92 | 10.81 | 5.71 | 0.66 |
| Yield(%) | 0.00 | 10.87 | 10.81 | 8.13 | 6.85 | 4.69 | 3.52 | … | … | 4.01 | 10.70 | 9.89 | 10.01 | 7.08 | 7.60 | 7.48 | 8.89 | 6.40 | 2.92 | 3.33 | 0.76 | 9.63 | 4.03 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBGHX (Barings Global Short Duration High Yield) |
-10.74%
Apr 2017 – Apr 2020 |
-6.79%
Apr 2015 – Apr 2020 |
0.85%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBGHX (Barings Global Short Duration High Yield) |
15.17%
Apr 2020 – Apr 2023 |
14.23%
Mar 2020 – Mar 2025 |
6.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart