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Brandes International Small Cap Equity Fund (BISMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
18.83-0.04 (-0.21%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.08%
5-Year Average Return15.34%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Nov 20, 2024)39.26%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return39.26%
Worst 3-Yr Total Return-3.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBISMXCategory
YTD23.34%14.60%
1-Month-3.08%-1.66%
3-Month1.63%5.70%
1-Year43.27%46.89%
3-Year15.01%6.61%
5-Year15.68%9.96%
10-Year7.85%6.46%
Last Bull Market26.30%14.17%
Last Bear Market-12.71%-22.90%

Annual Total Return (%) History

Year
BISMXCategory
2024
N/AN/A
2023
39.26%N/A
2022
-8.44%N/A
2021
18.57%N/A
2020
4.85%8.61%
2019
7.16%19.18%
2018
-20.04%-19.13%
2017
11.78%27.52%
2016
7.50%4.24%
2015
8.14%2.27%
2014
-2.07%-6.56%
2013
27.40%25.71%
2012
N/A21.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.73%6.65%9.74%N/A
202313.60%4.72%3.28%13.33%
2022-6.17%-12.71%-8.19%21.77%
202112.54%9.49%0.56%-4.30%
2020-28.38%12.92%5.58%22.80%
20193.62%-0.09%-4.26%8.11%
2018-2.44%-5.55%-2.34%-11.15%
20176.29%2.34%1.29%1.45%
20163.37%-2.82%5.71%1.23%
20156.01%1.43%-3.66%4.39%
20145.73%5.45%-6.60%-5.96%
20136.10%1.22%13.67%4.36%
2012-7.20%7.87%9.27%N/A

Rank In Category (By Total Return)

YTD1
1-Month10
3-Month7
1-Year1
3-Year4
5-Year1

Load Adjusted Returns

1-Year43.27%
3-Year15.01%
5-Year15.68%
10-Year7.85%