Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMARX (BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST) | 0.19% | 4.56% | 6.06% | 2.06% | 3.10% | 3.88% | 2.71% | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMARX (BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST) | 10/05/2005 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 4.56 | 6.06 | 2.06 | 3.10 | 3.88 | 2.71 | … | … | 0.19 | 6.91 | 4.53 | 10.69 | -11.17 | 0.26 | 6.89 | 7.65 | -1.15 | 4.74 | 12.15 | -3.73 | 5.57 | 4.57 | 14.67 | 4.73 | 14.79 | 30.78 | -37.38 | -6.57 | 3.40 | -2.70 |
| Sharpe Ratio | NA | 0.58 | 0.63 | -0.05 | 0.35 | NA | NA | … | … | -0.28 | 1.00 | 0.20 | 1.20 | -1.79 | 0.07 | 1.21 | 2.03 | -0.99 | 1.71 | 3.49 | -1.10 | 2.51 | 1.60 | 5.53 | 1.23 | 3.72 | 4.25 | -3.39 | -2.27 | 0.00 | -4.01 |
| Standard Deviation(%) | NA | 3.74 | 4.58 | 5.20 | 4.42 | NA | NA | … | … | 4.17 | 4.02 | 4.49 | 5.91 | 7.07 | 3.17 | 5.46 | 3.04 | 2.57 | 2.40 | 3.42 | 3.40 | 2.22 | 2.84 | 2.66 | 3.81 | 3.95 | 7.22 | 11.29 | 4.30 | 5.43 | 3.40 |
| Draw Down(%) | NA | 2.61 | 4.81 | 15.85 | 15.85 | NA | NA | … | … | 2.61 | 2.63 | 3.14 | 4.81 | 14.79 | 3.13 | 8.06 | 1.73 | 2.95 | 1.35 | 2.23 | 6.61 | 1.31 | 3.98 | 1.59 | 6.11 | 4.68 | 11.44 | 42.41 | 9.86 | 3.98 | 2.90 |
| Yield(%) | 0.00 | 4.75 | 4.95 | 3.87 | 3.93 | 4.42 | 3.28 | … | … | 1.69 | 5.10 | 4.84 | 4.87 | 3.62 | 2.04 | 3.77 | 4.22 | 4.31 | 4.22 | 5.19 | 4.77 | 5.04 | 5.67 | 6.01 | 6.35 | 3.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMARX (BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST) |
-16.83%
Feb 2006 – Feb 2009 |
-2.20%
Nov 2005 – Nov 2010 |
1.48%
Jan 2006 – Jan 2016 |
2.03%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMARX (BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST BRANDES SEPARATELY MANAGED ACCOUNT RESERVE TRUST) |
20.19%
Mar 2009 – Mar 2012 |
15.09%
Feb 2009 – Feb 2014 |
9.23%
Mar 2009 – Mar 2019 |
6.76%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart