Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCPAX (BRANDES CORE PLUS FIXED INCOME FUND CLASS A) | -0.07% | 3.68% | 4.23% | 0.84% | 1.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCPAX (BRANDES CORE PLUS FIXED INCOME FUND CLASS A) | 02/01/2013 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.68 | 4.23 | 0.84 | 1.74 | NA | NA | … | … | -0.07 | 6.54 | 2.08 | 7.21 | -10.64 | -0.53 | 6.37 | 6.59 | -0.83 | 2.29 | 4.90 | -1.42 | 2.00 | -3.08 |
| Sharpe Ratio | NA | 0.51 | 0.28 | -0.32 | 0.04 | NA | NA | … | … | -0.59 | 0.91 | -0.32 | 0.59 | -1.90 | -0.20 | 1.50 | 1.73 | -0.86 | 0.66 | 1.67 | -0.46 | 0.87 | -1.29 |
| Standard Deviation(%) | NA | 3.69 | 4.76 | 5.08 | 4.18 | NA | NA | … | … | 4.02 | 4.04 | 4.80 | 6.09 | 6.37 | 2.81 | 4.06 | 2.96 | 2.58 | 2.48 | 2.80 | 3.14 | 2.28 | 2.63 |
| Draw Down(%) | NA | 2.69 | 5.14 | 15.02 | 15.02 | NA | NA | … | … | 2.69 | 2.38 | 3.64 | 5.98 | 13.68 | 2.42 | 5.39 | 1.64 | 2.29 | 1.36 | 3.26 | 3.58 | 1.29 | 4.95 |
| Yield(%) | 0.00 | 4.00 | 3.85 | 2.99 | 2.71 | 2.06 | 1.54 | … | … | 1.48 | 4.23 | 3.73 | 3.44 | 2.47 | 2.03 | 2.47 | 2.67 | 2.58 | 2.29 | 2.53 | 2.20 | 1.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPAX (BRANDES CORE PLUS FIXED INCOME FUND CLASS A) |
-3.73%
Oct 2020 – Oct 2023 |
-0.50%
Oct 2017 – Oct 2022 |
0.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPAX (BRANDES CORE PLUS FIXED INCOME FUND CLASS A) |
5.88%
Oct 2022 – Oct 2025 |
3.83%
Dec 2015 – Dec 2020 |
2.26%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart