Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BUVRX (Brandes Investment Trust – US Value Fund) | NA | 17.72% | NA | NA | NA | NA | NA | … | … |
Data as of 10/02/2023, Common starting date is 10/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BUVRX (Brandes Investment Trust – US Value Fund) | 10/01/2021 | 10/02/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 17.72 | NA | NA | NA | NA | NA | … | … | -2.37 | -4.62 | 6.00 |
| Sharpe Ratio | NA | 0.54 | NA | NA | NA | NA | NA | … | … | -0.51 | -0.28 | 1.86 |
| Standard Deviation(%) | NA | 16.54 | NA | NA | NA | NA | NA | … | … | 14.56 | 21.36 | 14.10 |
| Draw Down(%) | NA | 10.90 | NA | NA | NA | NA | NA | … | … | 10.90 | 20.53 | 5.86 |
| Yield(%) | 5.27 | 8.13 | 2.84 | 1.71 | 0.85 | 0.57 | 0.43 | … | … | 6.21 | 1.67 | 0.46 |
Data as of 10/02/2023, Common starting date is 10/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BUVRX (Brandes Investment Trust – US Value Fund) |
0.00%
NA |
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 |
|---|---|---|---|---|
| BUVRX (Brandes Investment Trust – US Value Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart