Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BISAX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS A) | 0.23% | 13.35% | 28.92% | 16.77% | 10.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BISAX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS A) | 02/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 13.35 | 28.92 | 16.77 | 10.54 | NA | NA | … | … | 0.23 | 45.50 | 23.18 | 39.03 | -8.69 | 18.38 | 4.61 | 6.80 | -20.12 | 11.52 | 7.15 | 7.93 | -2.52 | 15.66 | 13.44 |
| Sharpe Ratio | NA | 1.20 | 2.18 | 1.07 | 0.63 | NA | NA | … | … | 0.10 | 3.32 | 1.78 | 3.07 | -0.54 | 1.33 | 0.17 | 0.54 | -2.26 | 1.71 | 0.52 | 0.70 | -0.31 | 1.36 | 1.32 |
| Standard Deviation(%) | NA | 12.37 | 12.36 | 13.91 | 14.41 | NA | NA | … | … | 15.29 | 12.89 | 11.01 | 11.63 | 18.67 | 13.76 | 26.07 | 9.82 | 9.55 | 6.39 | 13.46 | 11.28 | 8.26 | 11.46 | 11.24 |
| Draw Down(%) | NA | 11.63 | 11.63 | 31.44 | 48.25 | NA | NA | … | … | 11.63 | 11.46 | 6.12 | 8.20 | 27.74 | 12.38 | 36.95 | 12.65 | 25.43 | 4.26 | 9.90 | 10.64 | 15.54 | 7.99 | 13.48 |
| Yield(%) | 0.00 | 3.53 | 4.59 | 3.85 | 3.67 | 4.03 | 3.02 | … | … | 0.00 | 4.58 | 3.70 | 3.77 | 3.40 | 3.99 | 0.83 | 0.70 | 2.96 | 8.54 | 4.06 | 3.61 | 4.19 | 0.00 | 2.12 |
Data as of 06/04/2026, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISAX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS A) |
-13.80%
Mar 2017 – Mar 2020 |
-5.77%
Mar 2015 – Mar 2020 |
2.32%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISAX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS A) |
43.35%
Sep 2022 – Sep 2025 |
27.01%
Oct 2020 – Oct 2025 |
12.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart