Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGVEX (BRANDES GLOBAL EQUITY FUND CLASS E) | NA | 3.77% | 0.99% | 8.37% | NA | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGVEX (BRANDES GLOBAL EQUITY FUND CLASS E) | 10/10/2008 | 12/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.77 | 0.99 | 8.37 | NA | NA | NA | … | … | 4.74 | -2.89 | 1.09 | 30.29 | 11.31 | -6.41 | 9.83 | 16.05 | 4.82 |
| Sharpe Ratio | NA | 0.18 | 0.06 | 0.57 | NA | NA | NA | … | … | 0.26 | -0.20 | 0.10 | 2.47 | 0.73 | -0.27 | 0.53 | 0.57 | 0.34 |
| Standard Deviation(%) | NA | 17.52 | 14.62 | 14.45 | NA | NA | NA | … | … | 17.30 | 14.82 | 10.42 | 12.26 | 15.52 | 23.51 | 18.24 | 27.82 | 68.22 |
| Draw Down(%) | NA | 14.10 | 22.28 | 22.28 | NA | NA | NA | … | … | 12.59 | 15.14 | 10.88 | 7.54 | 15.07 | 21.60 | 16.54 | 30.87 | 24.52 |
| Yield(%) | 0.00 | 2.25 | 5.75 | 6.76 | 5.43 | 3.62 | 2.71 | … | … | 1.70 | 7.87 | 8.41 | 6.10 | 4.65 | 7.28 | 7.05 | 0.00 | 0.00 |
Data as of 12/27/2016, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGVEX (BRANDES GLOBAL EQUITY FUND CLASS E) |
1.01%
Oct 2013 – Oct 2016 |
2.64%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGVEX (BRANDES GLOBAL EQUITY FUND CLASS E) |
18.29%
Feb 2009 – Feb 2012 |
17.66%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart