Performance analysis of BUSA (BRANDES U.S. VALUE ETF)
Annual Return
Since Oct 5, 2023, BUSA has had an average annual return of +19.59%, underperforming the benchmark SPY, which returned +25.55% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.93% | +17.56% | +15.77% | +10.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.44% | +2.69% | -5.21% | +5.27% | -0.14% | +0.07% | +6.93% | ||||||
| 2025 | +4.95% | +1.16% | -1.88% | -4.88% | +3.07% | +4.51% | -1.26% | +5.09% | +0.82% | -0.69% | +3.62% | +2.29% | +17.56% |
| 2024 | +1.70% | +4.05% | +5.82% | -4.30% | +1.87% | -0.69% | +6.03% | +1.01% | -0.14% | -0.66% | +7.42% | -6.44% | +15.77% |
| 2023 | -1.73% | +6.01% | +6.21% | +10.65% |
Drawdown analysis of BUSA (BRANDES U.S. VALUE ETF)
The maximum drawdown for the BUSA was -14.19%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current BUSA drawdown is -0.86%.
Since Oct 5, 2023 BUSA has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.19% | Nov 29, 2024 | 87 | Apr 8, 2025 | 57 | Jul 1, 2025 | 144 |
| -7.61% | Feb 6, 2026 | 29 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -6.29% | Jul 30, 2024 | 4 | Aug 5, 2024 | 18 | Aug 29, 2024 | 22 |
| -6.03% | Oct 17, 2023 | 8 | Oct 27, 2023 | 12 | Nov 14, 2023 | 20 |
| -5.67% | Mar 28, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -4.54% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -3.80% | Oct 27, 2025 | 18 | Nov 20, 2025 | 3 | Nov 25, 2025 | 21 |
| -3.78% | Aug 30, 2024 | 4 | Sep 6, 2024 | 25 | Oct 11, 2024 | 29 |
| -3.50% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -2.77% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -2.44% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -2.32% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -2.15% | Jan 8, 2024 | 6 | Jan 17, 2024 | 5 | Jan 24, 2024 | 11 |
| -2.03% | Jul 17, 2024 | 5 | Jul 24, 2024 | 2 | Jul 26, 2024 | 7 |
| -1.91% | Sep 11, 2025 | 10 | Sep 25, 2025 | 4 | Oct 1, 2025 | 14 |
| -1.86% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.51% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.21% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -1.19% | Dec 11, 2025 | 4 | Dec 17, 2025 | 3 | Dec 22, 2025 | 7 |
| -1.16% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.04% | Dec 1, 2023 | 3 | Dec 6, 2023 | 3 | Dec 11, 2023 | 6 |
| -1.04% | Jan 30, 2024 | 1 | Jan 31, 2024 | 8 | Feb 12, 2024 | 9 |
| -1.00% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.92% | Nov 28, 2025 | 2 | Dec 2, 2025 | 1 | Dec 3, 2025 | 3 |
| -0.91% | Jan 22, 2026 | 4 | Jan 28, 2026 | 3 | Feb 2, 2026 | 7 |