Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGEAX (BRANDES GLOBAL EQUITY FUND CLASS A) | 4.43% | 24.32% | 21.64% | 12.10% | 11.08% | 8.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGEAX (BRANDES GLOBAL EQUITY FUND CLASS A) | 02/01/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 24.32 | 21.64 | 12.10 | 11.08 | 8.62 | NA | … | … | 4.43 | 33.37 | 12.22 | 21.41 | -6.19 | 20.91 | 1.72 | 17.10 | -10.61 | 15.93 | 7.51 | -2.87 | -0.44 | 23.98 | 11.36 | -10.63 |
| Sharpe Ratio | NA | 1.81 | 1.41 | 0.63 | 0.53 | NA | NA | … | … | 0.45 | 1.99 | 0.79 | 1.39 | -0.36 | 1.51 | 0.04 | 1.34 | -0.94 | 2.14 | 0.42 | -0.20 | -0.04 | 1.90 | 0.74 | -0.48 |
| Standard Deviation(%) | NA | 11.88 | 12.96 | 15.17 | 17.43 | NA | NA | … | … | 13.37 | 15.43 | 10.89 | 12.90 | 21.09 | 13.87 | 35.99 | 11.67 | 12.77 | 7.17 | 17.44 | 14.83 | 10.43 | 12.58 | 15.50 | 24.12 |
| Draw Down(%) | NA | 9.06 | 14.22 | 25.48 | 41.45 | NA | NA | … | … | 9.06 | 14.22 | 6.34 | 9.21 | 25.48 | 7.34 | 40.35 | 9.70 | 19.73 | 3.17 | 12.59 | 15.13 | 11.68 | 7.57 | 15.05 | 21.58 |
| Yield(%) | 0.00 | 13.13 | 10.58 | 7.32 | 6.88 | 5.97 | 4.41 | … | … | 0.00 | 14.76 | 9.36 | 5.38 | 2.94 | 6.71 | 2.79 | 2.61 | 5.62 | 4.23 | 1.76 | 7.49 | 6.60 | 0.00 | 4.47 | 6.90 |
Data as of 06/04/2026, Common starting date is 02/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEAX (BRANDES GLOBAL EQUITY FUND CLASS A) |
-6.53%
Mar 2017 – Mar 2020 |
-2.78%
Mar 2015 – Mar 2020 |
4.29%
Oct 2013 – Oct 2023 |
8.16%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGEAX (BRANDES GLOBAL EQUITY FUND CLASS A) |
26.68%
Sep 2022 – Sep 2025 |
19.67%
Oct 2020 – Oct 2025 |
12.24%
Feb 2016 – Feb 2026 |
8.30%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart