Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCPEX (BRANDES CORE PLUS FIXED INCOME FUND CLASS E) | NA | 4.81% | 2.59% | 3.50% | NA | NA | NA | … | … |
Data as of 12/27/2016, Common starting date is 05/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCPEX (BRANDES CORE PLUS FIXED INCOME FUND CLASS E) | 05/29/2008 | 12/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.81 | 2.59 | 3.50 | NA | NA | NA | … | … | 4.83 | -1.39 | 4.18 | 0.55 | 8.77 | 4.68 | 9.34 | 9.29 | -17.10 |
| Sharpe Ratio | NA | 1.78 | 0.91 | 1.27 | NA | NA | NA | … | … | 1.74 | -0.44 | 1.79 | 0.19 | 3.76 | 1.42 | 2.45 | 2.14 | -4.02 |
| Standard Deviation(%) | NA | 2.71 | 2.76 | 2.69 | NA | NA | NA | … | … | 2.69 | 3.20 | 2.32 | 2.73 | 2.34 | 3.27 | 3.78 | 4.30 | 6.91 |
| Draw Down(%) | NA | 2.87 | 3.52 | 4.09 | NA | NA | NA | … | … | 2.87 | 3.52 | 1.07 | 4.09 | 0.85 | 2.95 | 2.16 | 5.60 | 20.72 |
| Yield(%) | 0.00 | 2.46 | 2.59 | 3.41 | 2.67 | 1.78 | 1.34 | … | … | 2.26 | 2.20 | 3.05 | 3.21 | 5.38 | 7.26 | 5.62 | 0.00 | 0.00 |
Data as of 12/27/2016, Common starting date is 05/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPEX (BRANDES CORE PLUS FIXED INCOME FUND CLASS E) |
1.09%
Dec 2012 – Dec 2015 |
2.75%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPEX (BRANDES CORE PLUS FIXED INCOME FUND CLASS E) |
9.87%
Feb 2009 – Feb 2012 |
7.48%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart