Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BISRX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS R6) | -0.72% | 11.11% | 27.79% | 17.12% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BISRX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS R6) | 06/28/2016 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 11.11 | 27.79 | 17.12 | NA | NA | NA | … | … | -0.72 | 45.95 | 23.56 | 39.50 | -8.34 | 18.73 | 4.89 | 7.28 | -19.91 | 11.91 | 10.59 |
| Sharpe Ratio | NA | 0.76 | 2.08 | 1.05 | NA | NA | NA | … | … | 0.03 | 3.36 | 1.81 | 3.13 | -0.53 | 1.42 | 0.18 | 0.59 | -2.24 | 1.77 | 2.20 |
| Standard Deviation(%) | NA | 12.54 | 12.40 | 13.93 | NA | NA | NA | … | … | 15.25 | 12.88 | 11.00 | 11.56 | 18.63 | 13.19 | 26.25 | 9.88 | 9.54 | 6.38 | 9.78 |
| Draw Down(%) | NA | 11.59 | 11.59 | 31.14 | NA | NA | NA | … | … | 11.59 | 11.40 | 6.04 | 8.05 | 27.46 | 12.32 | 36.80 | 12.61 | 25.21 | 4.18 | 3.98 |
| Yield(%) | 0.00 | 3.63 | 4.70 | 4.09 | 4.22 | 2.81 | 2.11 | … | … | 0.00 | 4.77 | 3.92 | 3.95 | 3.76 | 4.00 | 0.98 | 0.91 | 3.16 | 8.78 | 4.22 |
Data as of 06/17/2026, Common starting date is 06/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISRX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS R6) |
-13.50%
Mar 2017 – Mar 2020 |
-3.98%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BISRX (BRANDES INTERNATIONAL SMALL CAP EQUITY FUND CLASS R6) |
43.83%
Sep 2022 – Sep 2025 |
27.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart