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Barings Global Short Duration High Yield FundBGH -0.85%40 5-Year Yield-on-Cost % is 10.90 as of Jul. 22, 2026, which is 7% above its 10-year median of 10.18. GuruFocus rates BGH with a GF Score™ of 40/100 and a GF Value™ of $7.56 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,116 Asset Management companies, Barings Global Short Duration High Yield Fund ranks better than 77.78% on this metric.
BGH's 5-Year Yield-on-Cost % is ranked better than 77.78% of 1116
companies
in the Asset Management industry
Industry Median: 6.445
vs BGH: 10.90
Barings Global Short Duration High Yield Fund (NYSE:BGH) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Barings Global Short Duration High Yield Fund 5-Year Yield-on-Cost % Related Terms
BGH vs FUND, BRW, MIN: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Barings Global Short Duration High Yield Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Barings Global Short Duration High Yield Fund 5-Year Yield-on-Cost % vs Asset Management Industry
Barings Global Short Duration High Yield Fund 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Barings Global Short Duration High Yield Fund (BGH) has a 5-Year Yield-on-Cost % of 10.90 as of Jul. 22, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Barings Global Short Duration High Yield Fund and its competitors. This is near median its historical median of 10.18. Over the past decade, Barings Global Short Duration High Yield Fund's 5-Year Yield-on-Cost % has ranged from 7.76 to 18.72. According to the industry distribution chart, Barings Global Short Duration High Yield Fund ranks #248 out of 1116 companies in the Asset Management industry, placing it in the top 22.2%.
Is Barings Global Short Duration High Yield Fund's 5-Year Yield-on-Cost % too high?
Barings Global Short Duration High Yield Fund's current 5-Year Yield-on-Cost % of 10.90 is near median its 10-year median of 10.18. Over the past 10 years, this metric has ranged from a low of 7.76 to a high of 18.72. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Barings Global Short Duration High Yield Fund's value of 10.90 is 69.1% above this industry median. Based on the distribution chart, Barings Global Short Duration High Yield Fund ranks #248 out of 1116 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Barings Global Short Duration High Yield Fund has a GF Score™ of 40/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Barings Global Short Duration High Yield Fund's 5-Year Yield-on-Cost % compare to FUND and BRW?
According to the Asset Management industry distribution chart, Barings Global Short Duration High Yield Fund ranks #248 out of 1116 companies for 5-Year Yield-on-Cost %. This places Barings Global Short Duration High Yield Fund in the top 22% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.45. Barings Global Short Duration High Yield Fund's value of 10.90 is 69.1% above this benchmark. Historically, Barings Global Short Duration High Yield Fund's own 5-Year Yield-on-Cost % has ranged from 7.76 to 18.72 over the past decade. While the company's 10-year median is 10.18 vs. the industry median of 6.45, Barings Global Short Duration High Yield Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,116 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Barings Global Short Duration High Yield Fund's current 5-Year Yield-on-Cost % of 10.90 is 69.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Barings Global Short Duration High Yield Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barings Global Short Duration High Yield Fund's current 5-Year Yield-on-Cost % is 10.90, which is near median its own 10-year median of 10.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Global Short Duration High Yield Fund stock overvalued right now?
Based on GuruFocus' analysis, Barings Global Short Duration High Yield Fund (BGH) is currently considered Significantly Overvalued. The stock's GF Value™ is $7.56, compared to a current price of $14.29 — trading 89% above its estimated fair value. The current 5-Year Yield-on-Cost % is 10.90, which is near median its 10-year median of 10.18 and 69.1% above the Asset Management industry median of 6.45. Barings Global Short Duration High Yield Fund's overall GF Score™ is 40/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Barings Global Short Duration High Yield Fund (BGH), the current 5-Year Yield-on-Cost % is 10.90 as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Barings Global Short Duration High Yield Fund (BGH) Overvalued in 2026?
Based on GuruFocus' analysis, Barings Global Short Duration High Yield Fund stock appears to be overvalued.
The current stock price of $14.29 is trading 89% above its estimated GF Value™ of $7.56.
GuruFocus considers Barings Global Short Duration High Yield Fund to be Significantly Overvalued.
Key valuation signals for BGH:
5-Year Yield-on-Cost %: 10.90 (near median its 10-year median of 10.18)
GF Value™: $7.56 vs. price of $14.29 (89% above fair value)
Industry Position: 69.1% above the Asset Management median (#248 of 1116)
No single metric tells the full story. See the BGH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Barings Global Short Duration High Yield Fund Business Description
Barings Global Short Duration High Yield Fund is a diversified, closed-end management investment company. Its investment objective is to seek as high a level of current income as the Adviser determines is consistent with capital preservation. The Fund seeks capital appreciation as a secondary investment objective when consistent with its primary investment objective. Under normal market conditions, the Fund will invest at least 80% of its Managed Assets in bonds, loans and other income-producing instruments that are, at the time of purchase, rated below investment grade.
40GF Score
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