Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGIAX (BRANDES GLOBAL EQUITY INCOME FUND CLASS A) | NA | 10.57% | -3.72% | 2.77% | NA | NA | NA | … | … |
Data as of 03/31/2021, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGIAX (BRANDES GLOBAL EQUITY INCOME FUND CLASS A) | 01/09/2015 | 03/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.57 | -3.72 | 2.77 | NA | NA | NA | … | … | 0.00 | -17.54 | 16.35 | -8.74 | 19.57 | 14.53 | 0.60 |
| Sharpe Ratio | NA | 0.68 | -0.27 | 0.13 | NA | NA | NA | … | … | 0.00 | -0.60 | 1.49 | -0.86 | 2.81 | 0.94 | 0.04 |
| Standard Deviation(%) | NA | 15.46 | 18.74 | 16.08 | NA | NA | NA | … | … | NA | 29.35 | 10.00 | 11.72 | 6.76 | 15.17 | 14.65 |
| Draw Down(%) | NA | 9.35 | 37.43 | 37.43 | NA | NA | NA | … | … | 0.00 | 37.43 | 9.32 | 17.59 | 3.65 | 8.39 | 15.17 |
| Yield(%) | 0.00 | 4.22 | 3.99 | 4.81 | 2.82 | 1.88 | 1.41 | … | … | 0.00 | 3.11 | 4.38 | 5.19 | 4.28 | 5.30 | 3.97 |
Data as of 03/31/2021, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGIAX (BRANDES GLOBAL EQUITY INCOME FUND CLASS A) |
-5.79%
Jan 2018 – Jan 2021 |
0.86%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGIAX (BRANDES GLOBAL EQUITY INCOME FUND CLASS A) |
12.70%
Sep 2015 – Sep 2018 |
4.55%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart