Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSCMX (BRANDES SMALL CAP VALUE FUND CLASS I) | 16.32% | 37.28% | 25.08% | 15.26% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSCMX (BRANDES SMALL CAP VALUE FUND CLASS I) | 01/03/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 37.28 | 25.08 | 15.26 | NA | NA | NA | … | … | 16.32 | 23.51 | 24.77 | 22.76 | -7.89 | 27.62 | 20.37 | 12.81 | -11.54 |
| Sharpe Ratio | NA | 2.15 | 1.23 | 0.72 | NA | NA | NA | … | … | 2.14 | 0.94 | 1.24 | 1.24 | -0.51 | 1.77 | 0.52 | 0.87 | -1.02 |
| Standard Deviation(%) | NA | 17.34 | 18.51 | 17.90 | NA | NA | NA | … | … | 17.22 | 22.14 | 17.07 | 15.53 | 18.50 | 15.59 | 38.33 | 12.99 | 12.81 |
| Draw Down(%) | NA | 9.65 | 22.34 | 22.34 | NA | NA | NA | … | … | 9.65 | 22.34 | 8.87 | 9.96 | 21.80 | 8.02 | 34.03 | 9.82 | 20.73 |
| Yield(%) | 0.00 | 5.13 | 4.32 | 3.95 | 3.73 | 2.48 | 1.86 | … | … | 0.00 | 5.39 | 2.82 | 4.15 | 2.58 | 5.39 | 2.08 | 1.23 | 7.35 |
Data as of 06/10/2026, Common starting date is 01/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCMX (BRANDES SMALL CAP VALUE FUND CLASS I) |
8.04%
Jun 2021 – Jun 2024 |
8.97%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSCMX (BRANDES SMALL CAP VALUE FUND CLASS I) |
27.08%
May 2023 – May 2026 |
21.68%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart