Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGVCX (BRANDES GLOBAL EQUITY FUND CLASS C) | 2.95% | 21.79% | 20.29% | 11.00% | 10.15% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGVCX (BRANDES GLOBAL EQUITY FUND CLASS C) | 02/01/2013 | 06/05/2026 |
| 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 (%) | -0.15 | 21.79 | 20.29 | 11.00 | 10.15 | NA | NA | … | … | 2.95 | 32.36 | 11.38 | 20.52 | -6.87 | 20.01 | 0.92 | 16.23 | -11.26 | 15.06 | 6.86 | -3.60 | -0.68 | 16.41 |
| Sharpe Ratio | NA | 1.73 | 1.34 | 0.58 | 0.49 | NA | NA | … | … | 0.39 | 1.93 | 0.71 | 1.32 | -0.39 | 1.44 | 0.02 | 1.26 | -0.99 | 2.02 | 0.38 | -0.24 | -0.07 | 1.42 |
| Standard Deviation(%) | NA | 11.87 | 12.94 | 15.18 | 17.44 | NA | NA | … | … | 13.40 | 15.38 | 10.91 | 12.90 | 21.11 | 13.92 | 35.97 | 11.69 | 12.79 | 7.17 | 17.50 | 14.85 | 10.43 | 12.76 |
| Draw Down(%) | NA | 9.14 | 14.24 | 25.89 | 42.39 | NA | NA | … | … | 9.14 | 14.24 | 6.39 | 9.30 | 25.89 | 7.43 | 40.43 | 9.98 | 20.28 | 3.25 | 12.71 | 15.33 | 11.60 | 7.63 |
| Yield(%) | 0.00 | 12.84 | 10.02 | 6.81 | 6.17 | 4.97 | 3.73 | … | … | 0.00 | 14.41 | 8.71 | 4.54 | 2.48 | 6.20 | 2.26 | 1.79 | 4.98 | 3.43 | 1.17 | 6.68 | 6.62 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| BGVCX (BRANDES GLOBAL EQUITY FUND CLASS C) |
-7.22%
Mar 2017 – Mar 2020 |
-3.47%
Mar 2015 – Mar 2020 |
3.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGVCX (BRANDES GLOBAL EQUITY FUND CLASS C) |
25.72%
Sep 2022 – Sep 2025 |
18.77%
Oct 2020 – Oct 2025 |
11.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart