Barings Global Credit Fund Manager Performance Evaluation
| BXITX Fund | USD 7.75 0.01 0.13% |
The fund shows a Beta (market volatility) of 0.0054, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Barings Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Barings Global is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Global Credit are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Barings Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8500 |
Barings |
Barings Global Relative Risk vs. Return Landscape
If you would invest 766.00 in Barings Global Credit on August 31, 2024 and sell it today you would earn a total of 9.00 from holding Barings Global Credit or generate 1.17% return on investment over 90 days. Barings Global Credit is currently producing 0.0186% returns and takes up 0.1419% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Barings, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Barings Global Current Valuation
Overvalued
Today
Please note that Barings Global's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Barings Global Credit shows a prevailing Real Value of $7.12 per share. The current price of the fund is $7.75. We determine the value of Barings Global Credit from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Barings Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Barings Mutual Fund. However, Barings Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.75 | Real 7.12 | Hype 7.75 |
The intrinsic value of Barings Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Barings Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Barings Global Credit helps investors to forecast how Barings mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Barings Global more accurately as focusing exclusively on Barings Global's fundamentals will not take into account other important factors: Barings Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barings Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Barings Global Credit, and traders can use it to determine the average amount a Barings Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1314
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| Negative Returns | BXITX |
Estimated Market Risk
| 0.14 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Barings Global is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Barings Global by adding it to a well-diversified portfolio.
Barings Global Fundamentals Growth
Barings Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Barings Global, and Barings Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Barings Mutual Fund performance.
| Price To Sales | 0.63 X | ||||
| Total Asset | 209.37 M | ||||
About Barings Global Performance
Evaluating Barings Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Barings Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Barings Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in debt instruments . It invests primarily in high yield debt instruments of North American and Western European corporate issuers that are of below investment grade quality. The fund may invest in a wide range of debt instruments of issuers based in U.S. and non-U.S. markets, as well as over-the-counter and exchange-traded derivatives.Things to note about Barings Global Credit performance evaluation
Checking the ongoing alerts about Barings Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Barings Global Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 9.73% of its assets under management (AUM) in cash |
- Analyzing Barings Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Barings Global's stock is overvalued or undervalued compared to its peers.
- Examining Barings Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Barings Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barings Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Barings Global's mutual fund. These opinions can provide insight into Barings Global's potential for growth and whether the stock is currently undervalued or overvalued.
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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