Barings Us Financial Statements From 2010 to 2024

BXHCX Fund  USD 8.18  0.01  0.12%   
Barings Us financial statements provide useful quarterly and yearly information to potential Barings High Yield 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 Us financial statements helps investors assess Barings Us' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Barings Us' valuation are summarized below:
Barings High Yield does not presently have any fundamental signals for analysis.
Check Barings Us financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Barings Us' 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 Us Valuation or Volatility modules.
  
This module can also supplement various Barings Us Technical models . Check out the analysis of Barings Us Correlation against competitors.

Barings High Yield Mutual Fund Three Year Return Analysis

Barings Us' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Barings Us Three Year Return

    
  5.78 %  
Most of Barings Us' fundamental indicators, such as Three 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 High Yield is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, Barings High Yield has a Three Year Return of 5.7839%. This is much higher than that of the Barings Funds family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.

Barings High Yield Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Barings Us's current stock value. Our valuation model uses many indicators to compare Barings Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Barings Us competition to find correlations between indicators driving Barings Us's intrinsic value. More Info.
Barings High Yield is third largest fund in annual yield among similar funds. It also is third largest fund in year to date return among similar funds creating about  77.67  of Year To Date Return per Annual Yield. 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 Us' earnings, one of the primary drivers of an investment's value.

About Barings Us Financial Statements

Barings Us investors use historical fundamental indicators, such as Barings Us' 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 Us. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in lower rated U.S. debt securities, including securities in default. It invests at least 80 percent of its net assets in lower rated fixed income securities or, if unrated, determined to be of below investment grade quality by the funds sub-adviser.

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Other Information on Investing in Barings Mutual Fund

Barings Us 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 Us security.
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