Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSCRX (BRANDES SMALL CAP VALUE FUND CLASS R6) | 16.44% | 37.58% | 25.30% | 15.51% | 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 |
|---|---|---|
| BSCRX (BRANDES SMALL CAP VALUE FUND CLASS R6) | 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 (%) | 1.63 | 37.58 | 25.30 | 15.51 | NA | NA | NA | … | … | 16.44 | 23.72 | 25.07 | 22.91 | -7.88 | 28.69 | 20.80 | 4.81 | -11.11 |
| Sharpe Ratio | NA | 2.16 | 1.24 | 0.73 | NA | NA | NA | … | … | 2.15 | 0.95 | 1.26 | 1.25 | -0.51 | 1.84 | 0.53 | 0.21 | -0.99 |
| Standard Deviation(%) | NA | 17.33 | 18.51 | 17.90 | NA | NA | NA | … | … | 17.22 | 22.12 | 17.07 | 15.60 | 18.45 | 15.61 | 38.42 | 15.82 | 12.75 |
| Draw Down(%) | NA | 9.68 | 22.34 | 22.34 | NA | NA | NA | … | … | 9.68 | 22.34 | 8.87 | 10.00 | 21.86 | 7.99 | 33.92 | 17.05 | 20.64 |
| Yield(%) | 0.00 | 5.59 | 4.68 | 4.25 | 3.77 | 2.51 | 1.88 | … | … | 0.00 | 5.88 | 3.09 | 4.43 | 2.69 | 5.78 | 2.23 | 1.36 | 7.38 |
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 |
|---|---|---|---|---|
| BSCRX (BRANDES SMALL CAP VALUE FUND CLASS R6) |
8.29%
Jun 2021 – Jun 2024 |
7.67%
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 |
|---|---|---|---|---|
| BSCRX (BRANDES SMALL CAP VALUE FUND CLASS R6) |
27.28%
May 2023 – May 2026 |
22.03%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart