Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCFIX (BRANDES CREDIT FOCUS YIELD FUND CLASS I) | NA | 1.96% | 2.39% | 2.03% | NA | NA | NA | … | … |
Data as of 12/29/2017, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCFIX (BRANDES CREDIT FOCUS YIELD FUND CLASS I) | 02/06/2012 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.89 | 1.96 | 2.39 | 2.03 | NA | NA | NA | … | … | 1.63 | 8.33 | -2.86 | 3.06 | 0.33 | 6.47 |
| Sharpe Ratio | NA | 0.66 | 0.88 | 0.82 | NA | NA | NA | … | … | 0.50 | 3.21 | -1.12 | 1.72 | 0.12 | 3.79 |
| Standard Deviation(%) | NA | 2.01 | 2.39 | 2.28 | NA | NA | NA | … | … | 1.99 | 2.52 | 2.58 | 1.77 | 2.38 | 1.89 |
| Draw Down(%) | NA | 1.57 | 5.36 | 5.36 | NA | NA | NA | … | … | 1.57 | 1.97 | 5.05 | 0.97 | 3.63 | 1.17 |
| Yield(%) | 0.00 | 3.15 | 2.93 | 2.66 | 1.66 | 1.11 | 0.83 | … | … | 2.92 | 3.19 | 2.60 | 2.55 | 2.16 | 3.11 |
Data as of 12/29/2017, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCFIX (BRANDES CREDIT FOCUS YIELD FUND CLASS I) |
0.14%
Jan 2013 – Jan 2016 |
2.29%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCFIX (BRANDES CREDIT FOCUS YIELD FUND CLASS I) |
3.43%
Aug 2013 – Aug 2016 |
3.09%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart