Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEOIX (Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund I Shares) | 43.60% | 85.13% | 27.81% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEOIX (Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund I Shares) | 04/12/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.60 | 85.13 | 27.81 | NA | NA | NA | NA | … | … | 43.60 | 41.93 | -0.58 | 7.90 | -8.92 |
| Sharpe Ratio | NA | 3.78 | 1.30 | NA | NA | NA | NA | … | … | 4.43 | 2.35 | -0.24 | 0.30 | -0.88 |
| Standard Deviation(%) | NA | 21.83 | 18.93 | NA | NA | NA | NA | … | … | 29.40 | 16.68 | 17.35 | 14.04 | 16.07 |
| Draw Down(%) | NA | 13.60 | 22.87 | NA | NA | NA | NA | … | … | 13.60 | 15.94 | 14.30 | 13.10 | 20.85 |
| Yield(%) | 0.00 | 6.14 | 7.36 | 4.31 | 2.16 | 1.44 | 1.08 | … | … | 0.00 | 6.91 | 12.24 | 4.58 | 0.65 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BEOIX (Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund I Shares) |
2.31%
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 |
|---|---|---|---|---|
| BEOIX (Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund I Shares) |
32.82%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart