Barings Participation Investors (the Trust)
Statements
Balance Sheet
All figures as the change versus the prior period, in percent. Periods without a positive comparison base stay empty.
Tick rows to compare them in a chart (up to 4)
| Line item | 2005 | 2007 | 2008 | 2010 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| – | +4.8% | -13.3% | – | – | +2.2% | +4.5% | -1.9% | +0.7% | +6.8% | -4.6% | +3.8% | -1.0% | +14.6% | -0.5% | +2.3% | +3.0% | +6.2% | |
| – | – | – | – | – | -6.8% | -30.1% | +4.5% | -26.5% | +15.9% | +149.3% | -19.4% | -3.1% | -1.3% | -44.7% | +28.8% | +25.2% | +37.8% | |
| – | -62.8% | +137.5% | – | – | +184.5% | -36.1% | +3.5% | -37.2% | +37.5% | +184.7% | -20.2% | -3.7% | -8.1% | -58.0% | +32.8% | +7.9% | +97.0% | |
| – | – | – | – | – | -8.6% | -36.1% | +3.5% | -37.2% | +37.5% | +184.7% | -20.2% | +34.4% | -34.1% | -58.0% | +32.8% | +7.9% | +97.0% | |
| – | +34.8% | -58.2% | – | – | +11.0% | +17.7% | +9.0% | +17.8% | -31.9% | -8.5% | -9.2% | +4.1% | +74.8% | +34.2% | +21.3% | +60.3% | -43.2% | |
| – | – | – | – | – | – | – | – | – | – | – | – | -6.2% | -27.6% | -44.7% | – | – | – | |
| – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | |
| – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | |
| – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | – | |
| – | -4.8% | -15.1% | – | – | -1.2% | +3.6% | -4.2% | -0.8% | +8.8% | -4.1% | -6.5% | +1.5% | +36.1% | +5.0% | -0.3% | +14.7% | +43.2% | |
| – | – | – | – | – | -10.4% | +25.3% | -19.7% | -1.4% | +35.3% | -26.0% | -24.2% | +39.6% | -24.0% | -15.2% | +51.8% | +67.9% | +5.7% | |
| – | – | – | – | – | – | – | – | – | – | – | – | +0.0% | +40.0% | +11.9% | -8.2% | – | – | |
| – | -12.9% | -44.3% | – | – | – | – | – | – | – | +33.6% | -24.2% | +24.0% | -14.5% | -15.2% | +51.8% | +67.9% | -4.6% | |
| – | +0.0% | +0.0% | – | – | – | – | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | – | – | – | – | – | – | |
| – | +6.4% | -13.0% | – | – | +2.8% | +4.7% | -1.6% | +0.9% | +6.5% | -4.6% | +5.3% | -1.3% | +11.7% | -1.3% | +2.8% | +1.1% | -0.8% | |
| – | +20.7% | -49.6% | – | – | +575.6% | +13.8% | +0.6% | +4.0% | +22.3% | -105.5% | – | -50.4% | +714.4% | -11.0% | +34.4% | +7.6% | -11.4% | |
| – | – | – | – | +1.3% | +0.6% | +0.6% | +0.3% | +0.6% | +0.1% | 0.0% | +1.3% | +0.6% | +0.0% | +0.0% | +0.0% | +0.7% | +0.7% |
Data as of: October 7, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.