Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCPIX (BRANDES CORE PLUS FIXED INCOME FUND CLASS I) | 0.00% | 3.84% | 4.42% | 1.01% | 1.94% | 2.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCPIX (BRANDES CORE PLUS FIXED INCOME FUND CLASS I) | 01/03/2008 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.84 | 4.42 | 1.01 | 1.94 | 2.50 | NA | … | … | 0.00 | 6.69 | 2.30 | 7.39 | -10.35 | -0.72 | 6.66 | 6.62 | -0.47 | 2.72 | 5.26 | -1.22 | 4.40 | 0.65 | 8.86 | 4.89 | 9.53 | 9.16 | -17.58 |
| Sharpe Ratio | NA | 0.57 | 0.32 | -0.28 | 0.09 | NA | NA | … | … | -0.56 | 0.94 | -0.27 | 0.61 | -1.86 | -0.27 | 1.58 | 1.76 | -0.73 | 0.83 | 1.80 | -0.40 | 1.89 | 0.22 | 3.77 | 1.46 | 2.50 | 2.03 | -2.90 |
| Standard Deviation(%) | NA | 3.64 | 4.82 | 5.11 | 4.19 | NA | NA | … | … | 3.96 | 4.05 | 4.89 | 6.21 | 6.35 | 2.71 | 4.05 | 2.92 | 2.54 | 2.51 | 2.80 | 3.12 | 2.33 | 2.75 | 2.36 | 3.32 | 3.77 | 4.46 | 6.40 |
| Draw Down(%) | NA | 2.62 | 5.15 | 14.80 | 14.80 | NA | NA | … | … | 2.62 | 2.36 | 3.53 | 5.94 | 13.53 | 2.61 | 5.34 | 1.60 | 2.19 | 1.30 | 3.15 | 3.31 | 1.07 | 3.97 | 0.85 | 3.03 | 2.14 | 5.83 | 21.94 |
| Yield(%) | 0.00 | 4.16 | 4.04 | 3.08 | 2.84 | 3.20 | 2.65 | … | … | 1.54 | 4.39 | 3.93 | 3.64 | 2.66 | 1.48 | 2.69 | 2.84 | 2.79 | 2.49 | 2.91 | 2.38 | 3.27 | 3.41 | 5.58 | 7.47 | 5.81 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPIX (BRANDES CORE PLUS FIXED INCOME FUND CLASS I) |
-3.65%
Oct 2020 – Oct 2023 |
-0.33%
Oct 2017 – Oct 2022 |
0.99%
Oct 2012 – Oct 2022 |
1.69%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCPIX (BRANDES CORE PLUS FIXED INCOME FUND CLASS I) |
9.94%
Feb 2009 – Feb 2012 |
7.58%
Feb 2009 – Feb 2014 |
4.90%
Mar 2009 – Mar 2019 |
3.61%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart