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Brandes Small Cap Value I (BSCMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.86+0.11 (+0.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return13.96%
Number of years up4
Number of years down1
Best 1-yr total return (24 Apr 2024)27.59%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return27.59%
Worst 3-yr total return12.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSCMXCategory
YTD12.65%26.79%
1-month7.41%-1.77%
3-month12.65%4.45%
1-year26.93%71.02%
3-year11.75%9.35%
5-year15.64%12.17%
10-year0.00%9.95%
Last bull market55.75%28.07%
Last bear market-10.67%-24.24%

Annual total return (%) history

Year
BSCMXCategory
2024
N/AN/A
2023
22.74%N/A
2022
-7.89%N/A
2021
27.59%N/A
2020
20.38%4.02%
2019
12.82%21.43%
2018
N/A-15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.65%N/AN/AN/A
20238.94%3.68%0.99%7.61%
20220.00%-10.67%-9.05%13.38%
202116.44%6.85%-0.03%2.58%
2020-23.30%21.90%1.30%27.09%
20196.75%-1.02%1.03%5.68%
20185.27%2.26%-13.94%N/A

Rank in category (by total return)

YTD1
1-month3
3-month1
1-year12
3-year5
5-year7

Load adjusted returns

1-year26.93%
3-year11.75%
5-year15.64%
10-yearN/A