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Brandes International Small Cap Equity I (BISMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.16-0.05 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.56%
5-year average return13.95%
Number of years up8
Number of years down3
Best 1-yr total return (20 June 2024)39.26%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return39.26%
Worst 3-yr total return-3.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBISMXCategory
YTD19.00%14.60%
1-month9.45%-1.66%
3-month19.15%5.70%
1-year45.87%46.89%
3-year13.56%6.61%
5-year15.32%9.96%
10-year6.62%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%N/AN/AN/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-month1
3-month1
1-year1
3-year1
5-year2

Load adjusted returns

1-year45.87%
3-year13.56%
5-year15.32%
10-year6.62%