Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGOIX (BRANDES GLOBAL OPPORTUNITIES VALUE FUND CLASS I) | NA | -7.79% | 1.28% | NA | NA | NA | NA | … | … |
Data as of 09/23/2019, Common starting date is 01/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGOIX (BRANDES GLOBAL OPPORTUNITIES VALUE FUND CLASS I) | 01/06/2015 | 09/23/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.79 | 1.28 | NA | NA | NA | NA | … | … | 5.19 | -17.25 | 15.40 | 16.66 | -3.42 |
| Sharpe Ratio | NA | -0.92 | 0.02 | NA | NA | NA | NA | … | … | 0.61 | -1.59 | 2.04 | 0.84 | -0.23 |
| Standard Deviation(%) | NA | 10.82 | 9.69 | NA | NA | NA | NA | … | … | 9.32 | 11.70 | 7.29 | 19.39 | 14.99 |
| Draw Down(%) | NA | 15.34 | 24.34 | NA | NA | NA | NA | … | … | 8.72 | 24.34 | 3.24 | 12.14 | 17.44 |
| Yield(%) | 0.00 | 7.22 | 4.34 | 3.47 | 1.73 | 1.16 | 0.87 | … | … | 0.60 | 6.94 | 3.36 | 2.50 | 2.39 |
Data as of 09/23/2019, Common starting date is 01/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGOIX (BRANDES GLOBAL OPPORTUNITIES VALUE FUND CLASS I) |
1.50%
May 2016 – May 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGOIX (BRANDES GLOBAL OPPORTUNITIES VALUE FUND CLASS I) |
8.70%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart