Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BVOIX (Barrow Hanley US Value Opportunities Fund I Shares) | 10.22% | 26.70% | 19.82% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/12/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVOIX (Barrow Hanley US Value Opportunities Fund I Shares) | 04/12/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 26.70 | 19.82 | NA | NA | NA | NA | … | … | 10.22 | 12.66 | 20.91 | 13.02 | -2.36 |
| Sharpe Ratio | NA | 1.77 | 1.12 | NA | NA | NA | NA | … | … | 1.52 | 0.55 | 1.40 | 0.67 | -0.23 |
| Standard Deviation(%) | NA | 13.57 | 14.74 | NA | NA | NA | NA | … | … | 15.14 | 17.80 | 12.31 | 13.99 | 22.11 |
| Draw Down(%) | NA | 8.40 | 19.04 | NA | NA | NA | NA | … | … | 8.40 | 17.07 | 6.93 | 11.01 | 17.23 |
| Yield(%) | 0.00 | 16.12 | 11.95 | 7.08 | 3.54 | 2.36 | 1.77 | … | … | 0.00 | 15.84 | 13.36 | 1.47 | 1.33 |
Data as of 06/05/2026, Common starting date is 04/12/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVOIX (Barrow Hanley US Value Opportunities Fund I Shares) |
9.55%
May 2022 – May 2025 |
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 |
|---|---|---|---|---|
| BVOIX (Barrow Hanley US Value Opportunities Fund I Shares) |
20.49%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart