Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCONX (Barrow Hanley Credit Opportunities Fund I Shares) | 1.59% | 6.90% | 9.33% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCONX (Barrow Hanley Credit Opportunities Fund I Shares) | 04/12/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 6.90 | 9.33 | NA | NA | NA | NA | … | … | 1.59 | 8.46 | 10.39 | 12.98 | -4.93 |
| Sharpe Ratio | NA | 1.31 | 1.81 | NA | NA | NA | NA | … | … | 0.40 | 1.60 | 2.60 | 1.88 | -1.28 |
| Standard Deviation(%) | NA | 3.33 | 3.39 | NA | NA | NA | NA | … | … | 3.75 | 3.50 | 2.61 | 5.00 | 6.79 |
| Draw Down(%) | NA | 2.45 | 3.97 | NA | NA | NA | NA | … | … | 2.45 | 3.97 | 0.93 | 3.37 | 8.87 |
| Yield(%) | 0.00 | 7.11 | 8.29 | 5.91 | 2.96 | 1.97 | 1.48 | … | … | 2.90 | 7.00 | 8.41 | 8.27 | 4.65 |
Data as of 06/09/2026, Common starting date is 04/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCONX (Barrow Hanley Credit Opportunities Fund I Shares) |
7.56%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCONX (Barrow Hanley Credit Opportunities Fund I Shares) |
11.56%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart