Performance analysis of BSMC (BRANDES U.S. SMALL-MID CAP VALUE ETF)
Annual Return
Since Oct 5, 2023, BSMC has had an average annual return of +19.20%, underperforming the benchmark SPY, which returned +23.98% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.87% | +15.53% | +10.21% | +11.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.72% | +5.18% | -6.11% | +5.90% | -1.31% | +3.29% | +1.93% | +14.87% | |||||
| 2025 | +2.87% | -1.57% | -3.78% | -2.55% | +6.21% | +3.43% | -0.85% | +6.71% | +0.24% | +0.17% | +2.60% | +1.63% | +15.53% |
| 2024 | -1.66% | +4.12% | +4.79% | -4.05% | +2.48% | -2.34% | +7.82% | +0.49% | +1.40% | -3.08% | +5.40% | -4.71% | +10.21% |
| 2023 | -2.27% | +6.43% | +7.38% | +11.69% |
Drawdown analysis of BSMC (BRANDES U.S. SMALL-MID CAP VALUE ETF)
The maximum drawdown for the BSMC was -19.14%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current BSMC drawdown is -1.29%.
Since Oct 5, 2023 BSMC has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.14% | Nov 25, 2024 | 90 | Apr 8, 2025 | 57 | Jul 1, 2025 | 147 |
| -9.02% | Mar 2, 2026 | 14 | Mar 20, 2026 | 32 | May 6, 2026 | 46 |
| -6.64% | Jul 31, 2024 | 3 | Aug 5, 2024 | 18 | Aug 29, 2024 | 21 |
| -5.97% | Mar 28, 2024 | 13 | Apr 17, 2024 | 21 | May 16, 2024 | 34 |
| -5.36% | Oct 17, 2023 | 8 | Oct 27, 2023 | 12 | Nov 14, 2023 | 20 |
| -4.99% | Jul 10, 2025 | 16 | Aug 1, 2025 | 8 | Aug 13, 2025 | 24 |
| -4.88% | May 6, 2026 | 7 | May 15, 2026 | 18 | Jun 11, 2026 | 25 |
| -4.67% | Oct 24, 2025 | 19 | Nov 20, 2025 | 3 | Nov 25, 2025 | 22 |
| -4.59% | May 17, 2024 | 32 | Jul 5, 2024 | 7 | Jul 16, 2024 | 39 |
| -4.16% | Oct 3, 2025 | 5 | Oct 10, 2025 | 9 | Oct 23, 2025 | 14 |
| -3.78% | Nov 11, 2024 | 6 | Nov 19, 2024 | 4 | Nov 25, 2024 | 10 |
| -3.68% | Aug 30, 2024 | 7 | Sep 11, 2024 | 4 | Sep 17, 2024 | 11 |
| -3.35% | Dec 26, 2023 | 14 | Jan 17, 2024 | 21 | Feb 15, 2024 | 35 |
| -3.26% | Sep 30, 2024 | 5 | Oct 7, 2024 | 22 | Nov 6, 2024 | 27 |
| -3.04% | Jun 12, 2026 | 5 | Jun 22, 2026 | 4 | Jun 26, 2026 | 9 |
| -2.95% | Sep 5, 2025 | 14 | Sep 25, 2025 | 6 | Oct 3, 2025 | 20 |
| -2.18% | Oct 10, 2023 | 3 | Oct 13, 2023 | 2 | Oct 17, 2023 | 5 |
| -1.96% | Jul 17, 2024 | 5 | Jul 24, 2024 | 2 | Jul 26, 2024 | 7 |
| -1.80% | Jan 22, 2026 | 4 | Jan 28, 2026 | 5 | Feb 4, 2026 | 9 |
| -1.70% | Sep 19, 2024 | 4 | Sep 25, 2024 | 2 | Sep 27, 2024 | 6 |
| -1.62% | Jul 6, 2026 | 2 | Jul 8, 2026 | 6 | Jul 16, 2026 | 8 |
| -1.43% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |
| -1.39% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.33% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -1.29% | Jul 16, 2026 | 3 | Jul 21, 2026 | Ongoing | Ongoing | Ongoing |