If You Invested in Barings Global Short Duration High Yield Fund (BGH)
Looking for the live price? See the BGH quote & overviewWhat $1,000 or $10,000 in BGH Would Be Worth Today
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jul 6, 2015 |
|---|---|---|---|---|
| $1,000 | $906 -9% | $827 -17% | $792 -21% | $710 -29% |
| $10,000 | $9,056 -9% | $8,265 -17% | $7,924 -21% | $7,096 -29% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
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Choose your own date and amount for BGH$1,000 Investment Over Time
BGH vs S&P 500Year-by-Year Returns
BGH annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2017 | $19.21 | $19.38 | +0.9% | +0.9% |
| 2018 | $19.36 | $15.95 | -17.6% | -17.0% |
| 2019 | $16.19 | $17.53 | +8.3% | -8.7% |
| 2020 | $17.62 | $15.09 | -14.4% | -21.4% |
| 2021 | $14.95 | $17.34 | +16.0% | -9.7% |
| 2022 | $17.24 | $12.68 | -26.5% | -34.0% |
| 2023 | $12.77 | $13.44 | +5.2% | -30.0% |
| 2024 | $13.54 | $15.44 | +14.0% | -19.6% |
| 2025 | $15.61 | $15.01 | -3.8% | -21.9% |
| 2026 | $15.06 | $14.20 | -5.7% | -26.1% |
About Barings Global Short Duration High Yield Fund
Financial Services · NYSE
Barings Global Short Duration High Yield Fund is a diversified closed-end management investment company that seeks current income through a portfolio of below-investment-grade income instruments. The fund’s primary investment objective is to seek as high a level of current income as its adviser determines is consistent with capital preservation. Capital appreciation is a secondary objective when it is consistent with the fund’s primary income objective.
The fund’s stated investment policy focuses on credit instruments rather than operating-company products or services. Under normal market conditions, Barings Global Short Duration High Yield Fund invests at least 80% of its Managed Assets in bonds, loans and other income-producing instruments that are rated below investment grade at the time of purchase. This mandate places the fund in the closed-end high-yield credit category, with exposure to securities and loans that generally carry higher credit risk than investment-grade debt.
As a closed-end fund, BGH is structured as an investment vehicle rather than a conventional operating company. Its business is centered on portfolio investment, asset management and shareholder capital, with economic results tied to investment income, realized and unrealized gains or losses, borrowing costs when leverage is used, and changes in the value of the underlying portfolio. The fund’s name indicates a global short-duration high-yield strategy, while its formal policy emphasizes below-investment-grade bonds, loans and other income-producing instruments.
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Frequently Asked Questions
Barings Global Short Duration High Yield Fund investment returns
How much would $1,000 invested in Barings Global Short Duration High Yield Fund be worth today?
If you invested $1,000 in Barings Global Short Duration High Yield Fund (BGH) 10 years ago on 2016-07-05, your investment would be worth $792 today, representing a -20.8% total return, growing at a compounded rate of -2.3% per year (CAGR).
Has Barings Global Short Duration High Yield Fund outperformed the S&P 500?
Over the past 10 years, BGH returned -20.8% compared to +257.4% for the S&P 500, underperforming the benchmark by 278.1 percentage points.
What is Barings Global Short Duration High Yield Fund's average annual return?
The compound annual growth rate (CAGR) of BGH over the past 10 years is -2.3%, growing at a compounded rate each year. Individual years vary significantly — BGH's best recent year was 2021 (+16.0%) and worst was 2022 (-26.5%).
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