BGH vs. HYT
Compare and contrast key facts about Barings Global Short Duration High Yield Fund (BGH) and BlackRock Corporate High Yield Fund (HYT).
BGH is an actively managed fund by Barings. It was launched on Oct 26, 2012. HYT is an actively managed fund by BlackRock. It was launched on May 30, 2003.
Performance
BGH vs. HYT - Performance Comparison
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BGH vs. HYT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGH Barings Global Short Duration High Yield Fund | -6.68% | 8.56% | 27.22% | 18.18% | -19.89% | 24.10% | -4.54% | 21.53% | -8.65% | 10.49% |
HYT BlackRock Corporate High Yield Fund | -1.69% | 0.06% | 14.43% | 19.92% | -22.58% | 16.62% | 11.55% | 31.19% | -7.81% | 8.99% |
Returns By Period
In the year-to-date period, BGH achieves a -6.68% return, which is significantly lower than HYT's -1.69% return. Over the past 10 years, BGH has outperformed HYT with an annualized return of 8.23%, while HYT has yielded a comparatively lower 7.66% annualized return.
BGH
- 1D
- 3.56%
- 1M
- -3.56%
- YTD
- -6.68%
- 6M
- -7.16%
- 1Y
- 1.07%
- 3Y*
- 13.50%
- 5Y*
- 6.82%
- 10Y*
- 8.23%
HYT
- 1D
- 3.27%
- 1M
- -2.41%
- YTD
- -1.69%
- 6M
- -5.55%
- 1Y
- -1.65%
- 3Y*
- 9.64%
- 5Y*
- 3.21%
- 10Y*
- 7.66%
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BGH vs. HYT - Expense Ratio Comparison
BGH has a 3.95% expense ratio, which is higher than HYT's 2.83% expense ratio.
Return for Risk
BGH vs. HYT — Risk / Return Rank
BGH
HYT
BGH vs. HYT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barings Global Short Duration High Yield Fund (BGH) and BlackRock Corporate High Yield Fund (HYT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BGH | HYT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | -0.10 | +0.17 |
Sortino ratioReturn per unit of downside risk | 0.19 | -0.02 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.00 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | -0.16 | +0.20 |
Martin ratioReturn relative to average drawdown | 0.10 | -0.49 | +0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGH | HYT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | -0.10 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.22 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.45 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.42 | -0.02 |
Correlation
The correlation between BGH and HYT is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGH vs. HYT - Dividend Comparison
BGH's dividend yield for the trailing twelve months is around 12.51%, more than HYT's 10.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGH Barings Global Short Duration High Yield Fund | 12.51% | 11.38% | 9.72% | 10.66% | 9.99% | 7.31% | 9.10% | 10.14% | 12.11% | 9.50% | 9.61% | 13.31% |
HYT BlackRock Corporate High Yield Fund | 10.97% | 10.50% | 9.53% | 9.91% | 9.80% | 7.58% | 8.18% | 7.92% | 9.20% | 7.68% | 8.23% | 10.18% |
Drawdowns
BGH vs. HYT - Drawdown Comparison
The maximum BGH drawdown since its inception was -48.73%, smaller than the maximum HYT drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for BGH and HYT.
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Drawdown Indicators
| BGH | HYT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.73% | -56.95% | +8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -16.90% | -11.98% | -4.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -29.05% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -48.73% | -42.59% | -6.14% |
Current DrawdownCurrent decline from peak | -13.94% | -7.60% | -6.34% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -5.91% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 3.96% | +3.02% |
Volatility
BGH vs. HYT - Volatility Comparison
Barings Global Short Duration High Yield Fund (BGH) has a higher volatility of 5.55% compared to BlackRock Corporate High Yield Fund (HYT) at 4.60%. This indicates that BGH's price experiences larger fluctuations and is considered to be riskier than HYT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGH | HYT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 4.60% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 8.31% | 8.02% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 16.89% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 14.47% | -1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 16.93% | -1.00% |