Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMC (Brandes U.S. Small-Mid Cap Value ETF) | 11.12% | 24.04% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/05/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMC (Brandes U.S. Small-Mid Cap Value ETF) | 10/05/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 24.04 | NA | NA | NA | NA | NA | … | … | 11.12 | 15.51 | 10.20 | 11.69 |
| Sharpe Ratio | NA | 1.51 | NA | NA | NA | NA | NA | … | … | 1.44 | 0.67 | 0.49 | 3.75 |
| Standard Deviation(%) | NA | 14.54 | NA | NA | NA | NA | NA | … | … | 14.92 | 18.86 | 13.55 | 15.07 |
| Draw Down(%) | NA | 9.03 | NA | NA | NA | NA | NA | … | … | 9.03 | 17.51 | 6.65 | 5.35 |
| Yield(%) | 0.00 | 1.15 | 1.12 | 0.67 | 0.34 | 0.22 | 0.17 | … | … | 0.22 | 1.35 | 1.12 | 0.17 |
Data as of 06/09/2026, Common starting date is 10/05/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMC (Brandes U.S. Small-Mid Cap Value ETF) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BSMC (Brandes U.S. Small-Mid Cap Value ETF) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart