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Barrow Hanley International Value Fund (BNIVX) Sharpe Ratio: 1.72

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

The mutual fund invests in a diverse range of non-U.S. securities, with a focus on common stock and ADRs of companies from various countries and market sizes.

BNIVX's Sharpe Ratio of 1.72 indicates that for each unit of volatility, it generates 1.72 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 11, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

BNIVX Sharpe Ratio Rank

BNIVX Sharpe Ratio Rank: 59.660
Average

BNIVX ranks above 59.6% of all investments in our database based on Sharpe Ratio over the past 12 months, showing balanced returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns are proportional to volatility—neither strong nor weak
  • Evaluate whether the volatility profile aligns with your risk tolerance
  • Review higher-ranked alternatives in the same category
  • Monitor rank direction to identify improving or deteriorating trends

BNIVX Sharpe Ratio Market Positioning

The chart shows BNIVX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.06 or lower
  • Yellow zone (middle 50%): 1.06 to 1.95
  • Green zone (top 25%): 1.95 or higher
  • Top 1%: 3.91+
  • Median: 1.59 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Barrow Hanley International Value Fund's Sharpe Ratio with other mutual funds in the Foreign Large Cap Equities category across multiple time periods, showing how BNIVX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
SWRLXTouchstone International Equity Fund2.82
GTMIXGMO Tax-Managed International Equities Fund2.63
SAHMXSA International Value Fund2.60
DCINXDunham International Stock Fund2.49
THOIXThornburg Global Opportunities Fund2.42
SIDNXHartford Schroders International Multi-Cap Value Fund2.39
PTSIXPIMCO RAE PLUS International Fund2.34
VIHAXVanguard International High Dividend Yield Index Fund Admiral Shares2.34
EISIXCarillon ClariVest International Stock Fund2.32
GTCIXGlenmede Quantitative International Equity Portfolio2.30
BNIVXBarrow Hanley International Value Fund1.72

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows BNIVX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when BNIVX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does BNIVX fit in your portfolio?

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