Brandes Small Financials
| BSCRX Fund | USD 16.95 0.08 0.47% |
BRANDES |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Brandes Small Fund Summary
Brandes Small competes with Deutsche Health, Fidelity Advisor, Baillie Gifford, Baron Health, and Hartford Healthcare. The fund invests primarily in equity securities of U.S. companies with small market capitalizations . Equity securities include common and preferred stocks, warrants and rights. Under normal market conditions, the fund will invest at least 80 percent of its net assets measured at the time of purchase in securities of companies with small market capitalizations.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Brandes Investment Partners, |
| Mutual Fund Family | Brandes |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 395 3807 |
| Currency | USD - US Dollar |
Brandes Small Key Financial Ratios
BRANDES Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brandes Small's current stock value. Our valuation model uses many indicators to compare Brandes Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brandes Small competition to find correlations between indicators driving Brandes Small's intrinsic value. More Info.Brandes Small Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 2,699 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Brandes Small's earnings, one of the primary drivers of an investment's value.Brandes Small Cap Systematic Risk
Brandes Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Brandes Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Brandes Small Cap correlated with the market. If Beta is less than 0 Brandes Small generally moves in the opposite direction as compared to the market. If Brandes Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Brandes Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Brandes Small is generally in the same direction as the market. If Beta > 1 Brandes Small moves generally in the same direction as, but more than the movement of the benchmark.
Brandes Small November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Brandes Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Brandes Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Brandes Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing BRANDES Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Brandes Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9594 | |||
| Information Ratio | 0.0552 | |||
| Maximum Drawdown | 5.61 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 2.15 |
Other Information on Investing in BRANDES Mutual Fund
Brandes Small financial ratios help investors to determine whether BRANDES Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in BRANDES with respect to the benefits of owning Brandes Small security.
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