BISAX vs. PLTR

Last updated Jul 11, 2026

BISAX (Brandes International Small Cap Equity Fund) is Foreign Small & Mid Cap Equities fund managed by Brandes, while PLTR (Palantir Technologies Inc.) is a stock. Over the past 5 years, BISAX returned 17.29%/yr vs 43.25%/yr for PLTR. At a 0.35 correlation, their price movements are largely independent.

Performance

BISAX vs. PLTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brandes International Small Cap Equity Fund (BISAX) and Palantir Technologies Inc. (PLTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BISAX achieves a 0.67% return, which is significantly higher than PLTR's -26.84% return.

BISAX

• 1D: 0.39%
• 1M: -0.48%
• 6M: -1.60%
• YTD: 0.67%
• 1Y: 7.78%
• 3Y*: 27.51%
• 5Y*: 17.29%
• 10Y*: 11.12%

PLTR

• 1D: 2.56%
• 1M: 1.60%
• 6M: -27.52%
• YTD: -26.84%
• 1Y: -8.49%
• 3Y*: 99.41%
• 5Y*: 43.25%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BISAX vs. PLTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BISAX Brandes International Small Cap Equity Fund	0.67%	45.50%	23.18%	39.03%	-8.68%	18.39%	23.23%
PLTR Palantir Technologies Inc.	-26.84%	135.03%	340.48%	167.45%	-64.74%	-22.68%	135.50%

Correlation

The correlation between BISAX and PLTR is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.33
Correlation (5Y) Calculated over the trailing 5-year period	0.40
Correlation (All Time) Calculated using the full available price history since Sep 30, 2020	0.35

Return for Risk

BISAX vs. PLTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BISAX

BISAX Risk / Return Rank: 10
BISAX Sharpe Ratio Rank: 11
BISAX Sortino Ratio Rank: 11
BISAX Omega Ratio Rank: 11
BISAX Calmar Ratio Rank: 10
BISAX Martin Ratio Rank: 8

PLTR

PLTR Risk / Return Rank: 38
PLTR Sharpe Ratio Rank: 38
PLTR Sortino Ratio Rank: 37
PLTR Omega Ratio Rank: 37
PLTR Calmar Ratio Rank: 40
PLTR Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BISAX vs. PLTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brandes International Small Cap Equity Fund (BISAX) and Palantir Technologies Inc. (PLTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BISAX	PLTR	Difference
Sharpe ratio: Return per unit of total volatility	0.60	-0.17	+0.76
Sortino ratio: Return per unit of downside risk	0.97	0.12	+0.85
Omega ratio: Gain probability vs. loss probability	1.11	1.01	+0.10
Calmar ratio: Return relative to maximum drawdown	0.65	-0.18	+0.83
Martin ratio: Return relative to average drawdown	1.57	-0.36	+1.92

BISAX vs. PLTR - Sharpe Ratio Comparison

The current BISAX Sharpe Ratio is 0.60, which is higher than the PLTR Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of BISAX and PLTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BISAX vs. PLTR - Drawdown Comparison

The maximum BISAX drawdown since its inception was -47.30%, smaller than the maximum PLTR drawdown of -84.62%. Use the drawdown chart below to compare losses from any high point for BISAX and PLTR.

Drawdown Indicators

	BISAX	PLTR	Difference
Max Drawdown Largest peak-to-trough decline	-47.30%	-84.62%	+37.32%
Max Drawdown (1Y) Largest decline over 1 year	-11.63%	-48.22%	+36.59%
Max Drawdown (3Y) Largest decline over 3 years	-11.63%	-48.22%	+36.59%
Max Drawdown (5Y) Largest decline over 5 years	-31.44%	-79.14%	+47.70%
Max Drawdown (10Y) Largest decline over 10 years	-47.30%	—	—
Current Drawdown Current decline from peak	-7.63%	-37.23%	+29.60%
Average Drawdown Average peak-to-trough decline	-8.05%	-40.26%	+32.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.84%	23.88%	-19.04%

Volatility

BISAX vs. PLTR - Volatility Comparison

The current volatility for Brandes International Small Cap Equity Fund (BISAX) is 4.21%, while Palantir Technologies Inc. (PLTR) has a volatility of 16.54%. This indicates that BISAX experiences smaller price fluctuations and is considered to be less risky than PLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BISAX	PLTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.21%	16.54%	-12.33%
Volatility (6M) Calculated over the trailing 6-month period	10.67%	39.51%	-28.84%
Volatility (1Y) Calculated over the trailing 1-year period	12.72%	51.70%	-38.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.92%	65.65%	-51.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.12%	69.61%	-55.49%

Dividends

BISAX vs. PLTR - Dividend Comparison

BISAX's dividend yield for the trailing twelve months is around 3.65%, while PLTR has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BISAX Brandes International Small Cap Equity Fund	3.65%	3.23%	3.06%	2.81%	3.87%	3.46%	0.81%	0.66%	3.88%	8.33%	4.00%	3.44%
PLTR Palantir Technologies Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BISAX and PLTR in my portfolio?

BISAX and PLTR have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BISAX or PLTR?

PLTR has higher volatility (16.54%) compared to BISAX (4.21%). In terms of maximum drawdown, BISAX dropped -47.30% vs PLTR's -84.62%.

Which has better risk-adjusted returns?

BISAX currently has the higher Sharpe Ratio (0.60 vs -0.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.