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Brandes Small Cap Value A (BSCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.70+0.05 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.83%
5-year average return13.93%
Number of years up4
Number of years down1
Best 1-yr total return (30 Apr 2024)27.17%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return27.17%
Worst 3-yr total return11.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSCAXCategory
YTD12.59%26.79%
1-month7.42%-1.77%
3-month12.59%4.45%
1-year26.63%71.02%
3-year11.47%9.35%
5-year15.31%12.17%
10-year0.00%9.95%
Last bull market55.42%28.07%
Last bear market-10.65%-24.24%

Annual total return (%) history

Year
BSCAXCategory
2024
N/AN/A
2023
22.44%N/A
2022
-8.07%N/A
2021
27.17%N/A
2020
20.13%4.02%
2019
12.37%21.43%
2018
N/A-15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.59%N/AN/AN/A
20238.86%3.63%0.92%7.54%
2022-0.06%-10.65%-9.16%13.33%
202116.36%6.73%-0.12%2.52%
2020-23.29%21.71%1.31%27.01%
20196.70%-1.23%0.87%5.71%
20185.36%2.16%-14.05%N/A

Rank in category (by total return)

YTD1
1-month3
3-month1
1-year13
3-year6
5-year7

Load adjusted returns

1-year19.35%
3-year9.29%
5-year13.96%
10-yearN/A