Here you can find all mutual funds issued by Brandes and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Brandes
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | Dec 28, 2007 | 0.30% | -2.16% | 1.54% | 3.73% | ||||||||
Brandes Emerging Markets Fund | Emerging Markets Diversified | Jan 30, 2011 | 1.12% | 0.95% | 1.72% | 4.93% | ||||||||
Brandes Global Equity Fund | Global Equities | Oct 5, 2008 | 1.00% | 6.90% | 6.74% | 4.22% | ||||||||
Brandes International Equity Fund | Foreign Large Cap Equities | Jan 1, 1997 | 0.85% | 2.57% | 4.88% | 2.44% | ||||||||
Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | Jan 30, 2012 | 1.36% | 6.17% | 5.56% | 2.61% | ||||||||
Brandes Small Cap Value Fund | Small Cap Value Equities | Jan 2, 2018 | 0.91% | 7.19% | — | 2.73% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years