Barings Global Financial Statements From 2010 to 2024

BXFIX Fund  USD 8.77  0.01  0.11%   
Barings Global financial statements provide useful quarterly and yearly information to potential Barings Global Floating investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Barings Global financial statements helps investors assess Barings Global's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Barings Global's valuation are summarized below:
Barings Global Floating does not presently have any fundamental signals for analysis.
Check Barings Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Barings Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Barings financial statements analysis is a perfect complement when working with Barings Global Valuation or Volatility modules.
  
This module can also supplement various Barings Global Technical models . Check out the analysis of Barings Global Correlation against competitors.

Barings Global Floating Mutual Fund One Year Return Analysis

Barings Global's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Barings Global One Year Return

    
  9.28 %  
Most of Barings Global's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Barings Global Floating is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, Barings Global Floating has an One Year Return of 9.2785%. This is much higher than that of the Barings Funds family and significantly higher than that of the Bank Loan category. The one year return for all United States funds is notably lower than that of the firm.

Barings Global Floating Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Barings Global's current stock value. Our valuation model uses many indicators to compare Barings Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Barings Global competition to find correlations between indicators driving Barings Global's intrinsic value. More Info.
Barings Global Floating is the top fund in price to sales among similar funds. It also is the top fund in annual yield among similar funds fabricating about  0.14  of Annual Yield per Price To Sales. The ratio of Price To Sales to Annual Yield for Barings Global Floating is roughly  7.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Barings Global's earnings, one of the primary drivers of an investment's value.

About Barings Global Financial Statements

Barings Global investors use historical fundamental indicators, such as Barings Global's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Barings Global. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in income-producing floating rate debt securities, consisting of floating rate loans, bonds and notes, issued primarily by North American and Western European companies. It may invest in a wide range of income-producing floating rate loans, bonds, and notes of issuers based in U.S. and non-U.S. markets, but primarily invests in senior secured loans of North American and Western European corporate issuers that are of below investment grade quality.

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Other Information on Investing in Barings Mutual Fund

Barings Global financial ratios help investors to determine whether Barings Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Barings with respect to the benefits of owning Barings Global security.
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