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Brandes International Small Cap Equity A (BISAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.66+0.16 (+0.91%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.05%
5-year average return13.04%
Number of years up8
Number of years down3
Best 1-yr total return (8 May 2024)39.02%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return39.02%
Worst 3-yr total return-3.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBISAXCategory
YTD8.66%14.60%
1-month0.00%-1.66%
3-month10.51%5.70%
1-year30.17%46.89%
3-year11.84%6.61%
5-year11.57%9.96%
10-year5.66%6.46%
Last bull market26.16%14.17%
Last bear market-12.83%-22.90%

Annual total return (%) history

Year
BISAXCategory
2024
N/AN/A
2023
39.02%N/A
2022
-8.65%N/A
2021
18.38%N/A
2020
4.63%8.61%
2019
6.80%19.18%
2018
-20.12%-19.13%
2017
11.52%27.52%
2016
7.26%4.24%
2015
7.92%2.27%
2014
-2.31%-6.56%
2013
27.09%25.71%
2012
N/A21.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.66%N/AN/AN/A
202313.51%4.72%3.25%13.26%
2022-6.13%-12.83%-8.29%21.74%
202112.55%9.41%0.55%-4.40%
2020-28.46%12.93%5.56%22.68%
20193.48%-0.09%-4.30%7.94%
2018-2.45%-5.63%-2.40%-11.10%
20176.27%2.29%1.17%1.41%
20163.30%-2.83%5.59%1.19%
20155.94%1.39%-3.79%4.43%
20145.61%5.42%-6.68%-5.97%
20136.02%1.22%13.55%4.30%
2012-7.29%7.87%9.13%N/A

Rank in category (by total return)

YTD2
1-month18
3-month2
1-year2
3-year5
5-year6

Load adjusted returns

1-year22.69%
3-year9.66%
5-year10.25%
10-year5.04%