Barings Global Credit Fund Manager Performance Evaluation
| BXICX Fund | USD 7.60 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0128, 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
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Barings Global Credit are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental 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 Date | 1st of November 2021 | |
| Expense Ratio | 1.9500 |
Barings |
Barings Global Relative Risk vs. Return Landscape
If you would invest 756.00 in Barings Global Credit on November 26, 2025 and sell it today you would earn a total of 4.00 from holding Barings Global Credit or generate 0.53% return on investment over 90 days. Barings Global Credit is currently producing 0.009% returns and takes up 0.1339% 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
Fairly Valued
Today
Please note that Barings Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Barings Global Credit shows a prevailing Real Value of $7.6 per share. The current price of the fund is $7.6. 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 7.6 | Real 7.6 | Hype 7.6 | Naive 7.62 |
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 Target Price Odds to finish over Current Price
The tendency of Barings Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 7.60 | 90 days | 7.60 | about 22.86 |
Based on a normal probability distribution, the odds of Barings Global to move above the current price in 90 days from now is about 22.86 (This Barings Global Credit probability density function shows the probability of Barings Mutual Fund to fall within a particular range of prices over 90 days) .
Barings Global Price Density |
| Price |
Predictive Modules for Barings Global
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Barings Global Credit. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Barings Global's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Barings Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Barings Global is not an exception. The market had few large corrections towards the Barings Global's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Barings Global Credit, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Barings Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0027 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.5 |
Barings Global Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Barings Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Barings Global Credit can help investors quickly react to important events or material 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 |
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 | 0.67 X | ||||
| Total Asset | 5.85 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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