BRANDES U.S. SMALL-MID CAP VALUE ETF

Symbol: BSMC

Exchange: BATS

Sector: Healthcare

Category: Small Value

Inception Date: 03/10/2023

Latest Date: 02/04/2026

Current Price: $36.38

Expense Ratio: 0.71%

Assets Under Management
$162.1M
0.83% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-5.86%

Volatility

18.89%

Sharpe Ratio

-2.754

VaR 95%

-2.22%

CVaR 95%: -2.30%
Max Drawdown: -7.53%
Sortino Ratio: -4.507
Calmar Ratio: -6.42
Return

4.37%

Volatility

15.98%

Sharpe Ratio

0.960

VaR 95%

-1.59%

CVaR 95%: -1.99%
Max Drawdown: -9.21%
Sortino Ratio: 1.521
Calmar Ratio: 2.06
Return

8.62%

Volatility

14.87%

Sharpe Ratio

0.976

VaR 95%

-1.25%

CVaR 95%: -2.02%
Max Drawdown: -9.21%
Sortino Ratio: 1.465
Calmar Ratio: 1.97
Return

23.34%

Volatility

19.29%

Sharpe Ratio

1.027

VaR 95%

-1.59%

CVaR 95%: -2.65%
Max Drawdown: -9.21%
Sortino Ratio: 1.470
Calmar Ratio: 2.54
Return

26.88%

Volatility

16.69%

Sharpe Ratio

0.543

VaR 95%

-1.46%

CVaR 95%: -2.21%
Max Drawdown: -19.14%
Sortino Ratio: 0.803
Calmar Ratio: 0.66

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.091%

Best Day

8.226%

09/04/2025
Worst Day

-5.045%

03/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $36.08 $36.38 $36.08 $36.38 30,400
01/04/2026 $36.37 $36.61 $36.31 $36.34 25,800
31/03/2026 $35.84 $36.17 $35.71 $36.17 11,500
30/03/2026 $35.84 $35.84 $35.38 $35.48 7,100
27/03/2026 $35.83 $35.93 $35.62 $35.67 5,300
26/03/2026 $36.10 $36.52 $36.03 $36.03 17,500
25/03/2026 $36.44 $36.50 $36.23 $36.33 12,700
24/03/2026 $35.79 $36.42 $35.79 $36.06 23,300
23/03/2026 $35.69 $36.33 $35.69 $35.89 12,500
20/03/2026 $35.59 $35.59 $34.99 $35.16 21,800