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Brandes Global Equity I (BGVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.49-0.14 (-0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.97%
5-year average return10.93%
Number of years up11
Number of years down4
Best 1-yr total return (23 June 2024)30.59%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return30.59%
Worst 3-yr total return2.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGVIXCategory
YTD9.71%14.38%
1-month3.32%-1.21%
3-month6.03%5.03%
1-year29.79%39.50%
3-year8.09%9.11%
5-year12.24%10.10%
10-year6.64%7.90%
Last bull market25.65%15.53%
Last bear market-9.67%-17.52%

Annual total return (%) history

Year
BGVIXCategory
2024
N/AN/A
2023
21.68%N/A
2022
-5.94%N/A
2021
21.19%N/A
2020
1.97%2.50%
2019
17.37%20.73%
2018
-10.36%-10.41%
2017
16.22%18.90%
2016
8.06%9.24%
2015
-2.64%-3.06%
2014
1.37%3.61%
2013
30.59%25.36%
2012
11.60%14.28%
2011
-6.16%-3.44%
2010
10.11%11.90%
2009
19.64%29.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.71%N/AN/AN/A
20235.37%3.85%-0.24%11.46%
2022-3.19%-9.67%-10.09%19.63%
202112.20%5.62%-1.84%4.19%
2020-29.45%14.78%2.68%22.65%
20197.19%1.25%-1.00%9.24%
2018-0.44%-0.32%2.18%-11.59%
20174.86%3.50%3.43%3.54%
2016-1.96%-0.89%6.26%4.66%
20152.93%1.37%-8.47%1.95%
20142.95%5.01%-3.99%-2.34%
20138.45%3.34%9.50%6.42%
20129.70%-5.56%3.99%3.59%
20114.91%0.26%-16.18%6.44%
20104.44%-12.66%12.63%7.18%
2009-14.26%18.38%16.13%1.51%

Rank in category (by total return)

YTD15
1-month67
3-month25
1-year3
3-year6
5-year12

Load adjusted returns

1-year29.79%
3-year8.09%
5-year12.24%
10-year6.64%