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BCFAX: BRANDES CREDIT FOCUS YIELD FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/05/2012 |
Last Dividend Date: | 12/08/2017 |
12-Mo. Yield | 2.91% |
Expenses | 0.95% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/05/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.4 | 1.2 | 1.8 | 1.4 | 8.1 | -3.2 | 1.3 | -1.8 | 5.4 |
Sharpe Ratio | NA | 0.53 | 0.77 | 0.42 | 0.76 | 0.38 | 3.06 | -1.29 | 0.75 | -0.82 | 3.32 |
Draw Down(%) | NA | 1.6 | 5.6 | 5.7 | 5.7 | 1.6 | 2.0 | 5.2 | 1.2 | 4.3 | 1.1 |
Standard Deviation(%) | NA | 2.0 | 2.4 | 2.2 | 2.2 | 2.0 | 2.6 | 2.5 | 1.7 | 2.3 | 2.0 |
Treynor Ratio | NA | 0.02 | 0.04 | 0.02 | 0.04 | 0.02 | 0.2 | -0.07 | 0.03 | -0.03 | 0.14 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | -0.01 | 0.0 | 0.02 |
Beta | NA | 0.45 | 0.44 | 0.46 | 0.46 | 0.44 | 0.4 | 0.46 | 0.45 | 0.54 | 0.45 |
RSquared | NA | 0.43 | 0.42 | 0.48 | 0.47 | 0.42 | 0.31 | 0.55 | 0.58 | 0.66 | 0.41 |
Yield(%) | N/A | 2.9 | 2.7 | 1.7 | N/A | 2.7 | 3.0 | 2.3 | 0.7 | 0.0 | 2.8 |
Dividend Growth(%) | N/A | 2.8 | N/A | N/A | N/A | -4.2 | 19.2 | 247.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2012
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