Barings Global Short Duration High Yield Fund (BGH) Total Return Calculator
$10,000 since Oct 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in Barings Global Short Duration High Yield Fund (BGH) ten years ago, at the end of Oct 2016, was worth $19,115 at the end of Oct 2026 with every dividend reinvested: 6.7% a year, against $41,633 in the S&P 500. Since Oct 2012, $10,000 became $21,647 reinvested (5.7% a year), or $15,090 taking the dividends as cash, $9,990 of it paid out along the way.
BGH became
$21,647
S&P 500: $67,979
Return a year
5.7%
S&P 500: 14.7%
Payouts reinvested
$20,955
bought more shares
Worst drop
-35.7%
S&P 500: -23.9%
$10,000, Oct 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BGH total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −7.3% | $1,971 | +11.7% |
| 2025 | +10.2% | $2,856 | +17.7% |
| 2024 | +29.0% | $2,236 | +24.9% |
| 2023 | +18.2% | $1,649 | +26.2% |
| 2022 | −19.9% | $1,317 | −18.2% |
| 2021 | +24.2% | $1,236 | +28.7% |
| 2020 | −4.5% | $1,215 | +18.3% |
| 2019 | +21.4% | $1,392 | +31.2% |
| 2018 | −9.3% | $1,281 | −4.6% |
| 2017 | +10.4% | $1,201 | +21.7% |
| 2016 | +32.0% | $1,298 | +12.0% |
| 2015 | −9.1% | $1,058 | +1.2% |
| 2014 | −2.1% | $1,199 | +13.5% |
| 2013 | +7.3% | $977 | +32.3% |
| 2012 (part) | −4.2% | $68 | +1.5% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BGH total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Barings Global Short Duration High Yield Fund (BGH) at the end of Oct 2012, with dividends reinvested, was worth $21,647 at the end of Oct 2026: 5.7% a year, against $67,979 (14.7% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BGH turned $10,000 into $19,115 with dividends reinvested, 6.7% a year.
- Over the 5 years to Oct 2026, BGH returned 4.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BGH's dividends as cash instead of reinvesting them, the same $10,000 ended at $15,090, including $9,990 of cash received; reinvesting added $6,557.
- BGH's best calendar year in that time was 2016 (32.0%) and its worst 2022 (-19.9%), with dividends reinvested.
Cite this page
SmarterDividends, "Barings Global Short Duration High Yield Fund (BGH) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BGH/total-return
BGH total return questions
If I invested $10,000 in BGH 10 years ago, how much would I have?
About $19,115 at the end of Oct 2026, with every dividend reinvested: 6.7% a year. Taking them as cash, you'd have shares worth $6,877 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BGH's total return since Oct 2012?
116% in total, or 5.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 49%.
How much of BGH's return came from dividends?
About 100% of its yearly return since Oct 2012. Reinvesting them, rather than taking cash, left you $6,557 better off on a $10,000 start.
What was BGH's worst year?
2022, at -19.9% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -35.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.