Performance analysis of BGH (Barings Global Short Duration High Yield Fund)
Annual Return
Over the past 3 years, BGH has had an average annual return of +14.54%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BGH has had an average annual return of +6.60%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, BGH has had an average annual return of +7.74%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 26, 2012, BGH has had an average annual return of +6.13%, underperforming the benchmark SPY, which returned +15.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.51% | +8.59% | +27.19% | +18.20% | -19.90% | +24.09% | -4.55% | +21.51% | -8.65% | +10.49% | +29.70% | -8.26% |
| 2014 | 2013 | 2012 | |||||||||
| -0.60% | +7.22% | -4.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.41% | -4.58% | -3.54% | +5.37% | +0.25% | -1.13% | -2.51% | ||||||
| 2025 | +4.17% | +0.64% | -4.38% | -4.58% | +4.36% | +4.90% | +2.88% | +6.52% | -4.86% | -0.04% | -0.16% | -0.32% | +8.59% |
| 2024 | +4.67% | +2.56% | +1.38% | -1.85% | +2.62% | +2.58% | +4.69% | +2.64% | +1.17% | +1.82% | +4.27% | -2.00% | +27.19% |
| 2023 | +8.89% | -0.03% | -4.28% | +2.44% | -2.17% | +3.33% | +3.41% | +0.62% | -2.93% | -3.89% | +7.64% | +4.84% | +18.20% |
| 2022 | -5.69% | -2.50% | -0.85% | -2.88% | -4.29% | -7.63% | +4.15% | +3% | -10.34% | +3.93% | +9.06% | -6.14% | -19.90% |
| 2021 | +0.82% | +3.74% | +3.97% | +2.59% | +1.87% | +3.61% | -0.50% | +2.06% | +0.45% | +1.26% | -3.01% | +5.19% | +24.09% |
| 2020 | +1.29% | -7.05% | -30.55% | -0.23% | +8.76% | +6.96% | +2.60% | +5.27% | +0.48% | -2.98% | +13.64% | +5.10% | -4.55% |
| 2019 | +10.80% | +4.01% | +0.98% | +3.38% | -4.68% | +1.57% | +3.11% | -2.97% | +0.84% | +1.33% | -5.88% | +8.42% | +21.51% |
| 2018 | -0.98% | -0% | +0.37% | +1.61% | -0.07% | +1.49% | +0.20% | +7.08% | -1.58% | -8.34% | -3.71% | -4.30% | -8.65% |
| 2017 | +5.07% | +0.97% | -0.77% | +1.75% | +2.19% | -1.57% | +3.26% | +0.61% | +2.54% | +1.03% | -5.65% | +1% | +10.49% |
Drawdown analysis of BGH (Barings Global Short Duration High Yield Fund)
The maximum drawdown for the BGH was -48.75%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The current BGH drawdown is -10.10%.
Since Oct 26, 2012 BGH has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.75% | Feb 20, 2020 | 22 | Mar 23, 2020 | 266 | Apr 13, 2021 | 288 |
| -26.63% | Jan 6, 2022 | 194 | Oct 14, 2022 | 344 | Feb 29, 2024 | 538 |
| -25.45% | Jun 18, 2014 | 416 | Feb 11, 2016 | 131 | Aug 18, 2016 | 547 |
| -20.85% | Sep 4, 2018 | 77 | Dec 24, 2018 | 87 | May 1, 2019 | 164 |
| -16.88% | Sep 17, 2025 | 133 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -15.51% | Feb 21, 2025 | 31 | Apr 7, 2025 | 58 | Jul 1, 2025 | 89 |
| -11.53% | May 7, 2013 | 33 | Jun 24, 2013 | 135 | Jan 6, 2014 | 168 |
| -9.18% | May 3, 2019 | 148 | Dec 3, 2019 | 24 | Jan 8, 2020 | 172 |
| -7.94% | Oct 20, 2017 | 77 | Feb 12, 2018 | 122 | Aug 7, 2018 | 199 |
| -6.58% | Oct 26, 2016 | 13 | Nov 14, 2016 | 9 | Nov 28, 2016 | 22 |
| -5.75% | Nov 8, 2024 | 5 | Nov 15, 2024 | 10 | Dec 2, 2024 | 15 |
| -5.54% | Dec 6, 2024 | 9 | Dec 19, 2024 | 38 | Feb 18, 2025 | 47 |
| -5.01% | Nov 16, 2021 | 12 | Dec 3, 2021 | 19 | Dec 31, 2021 | 31 |
| -4.51% | Jul 13, 2021 | 4 | Jul 19, 2021 | 31 | Aug 31, 2021 | 35 |
| -4.50% | Dec 7, 2012 | 15 | Dec 31, 2012 | 13 | Jan 18, 2013 | 28 |
| -4.39% | Mar 2, 2017 | 8 | Mar 14, 2017 | 33 | May 1, 2017 | 41 |
| -4.19% | Mar 27, 2024 | 12 | Apr 15, 2024 | 17 | May 8, 2024 | 29 |
| -3.91% | Sep 8, 2016 | 4 | Sep 14, 2016 | 28 | Oct 24, 2016 | 32 |
| -3.35% | Jun 9, 2017 | 9 | Jun 22, 2017 | 17 | Jul 18, 2017 | 26 |
| -2.85% | Aug 1, 2024 | 2 | Aug 5, 2024 | 7 | Aug 14, 2024 | 9 |
| -2.81% | Jan 22, 2020 | 3 | Jan 27, 2020 | 7 | Feb 5, 2020 | 10 |
| -2.47% | Jan 22, 2014 | 7 | Jan 31, 2014 | 14 | Feb 21, 2014 | 21 |
| -2.37% | Jul 17, 2025 | 5 | Jul 24, 2025 | 7 | Aug 4, 2025 | 12 |
| -2.37% | Sep 9, 2021 | 7 | Sep 20, 2021 | 11 | Oct 5, 2021 | 18 |
| -2.20% | Aug 7, 2017 | 3 | Aug 10, 2017 | 6 | Aug 18, 2017 | 9 |