(BGH) Barings Global Short - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US06760L1008

HighYield Bonds, ShortTerm Debt, FixedIncome Securities

Description: BGH Barings Global Short

The Barings Global Short Duration High Yield Fund (NYSE:BGH) is a high-yield bond fund originating from the USA. As a closed-end fund, it is designed to provide investors with exposure to a diversified portfolio of high-yield, short-duration debt securities.

To evaluate the funds performance, we can consider key performance indicators (KPIs) such as yield, duration, and credit quality. A high-yield bond fund like BGH typically offers a higher yield to compensate for the increased credit risk. The funds short duration is intended to reduce interest rate risk. We can also assess the funds expense ratio, which affects its net returns to investors.

From a quantitative perspective, we can analyze the funds price movements and trading activity. Although the provided technical data indicates recent price trends and volatility, we can further examine metrics such as trading volume, bid-ask spread, and market sentiment indicators to gauge investor interest and potential price drivers.

To make informed investment decisions, its essential to consider the funds underlying portfolio composition, including the types of bonds held, their credit ratings, and industry diversification. We can also evaluate the funds management team, their investment strategy, and the overall market environment to assess the potential for future returns.

Additional Sources for BGH Fund

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

BGH Fund Overview

Market Cap in USD 220m
Style High Yield Bond
TER 1.98%
IPO / Inception 2012-10-25

BGH Fund Ratings

Growth Rating 4.67
Fundamental -
Dividend Rating 79.6
Rel. Strength 12.6
Analysts -
Fair Price Momentum 15.72 USD
Fair Price DCF -

BGH Dividends

Dividend Yield 12m 11.83%
Yield on Cost 5y 14.58%
Annual Growth 5y 1.78%
Payout Consistency 85.9%
Payout Ratio %

BGH Growth Ratios

Growth Correlation 3m 98%
Growth Correlation 12m -5.1%
Growth Correlation 5y -11.2%
CAGR 5y 4.73%
CAGR/Max DD 5y 0.15
Sharpe Ratio 12m 0.85
Alpha -3.97
Beta 0.584
Volatility 9.25%
Current Volume 79.4k
Average Volume 20d 78.5k
Stop Loss 15.5 (-2.8%)
What is the price of BGH shares?
As of July 18, 2025, the stock is trading at USD 15.94 with a total of 79,416 shares traded.
Over the past week, the price has changed by +0.63%, over one month by +6.21%, over three months by +13.21% and over the past year by +6.05%.
Is Barings Global Short a good stock to buy?
Neither. Based on ValueRay´s Analyses, Barings Global Short is currently (July 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 4.67 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BGH is around 15.72 USD . This means that BGH is currently overvalued and has a potential downside of -1.38%.
Is BGH a buy, sell or hold?
Barings Global Short has no consensus analysts rating.
What are the forecasts for BGH share price target?
According to our own proprietary Forecast Model, BGH Barings Global Short will be worth about 17.7 in July 2026. The stock is currently trading at 15.94. This means that the stock has a potential upside of +11.29%.
Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 17.7 11.3%