It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
BGHAX: BrandywineGLOBAL - High Yield Fund Class A (MUTUAL FUND)
Basic Info 9.91 0.02(0.20%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 12/31/2015 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 6.39% |
| Expenses | 1.66% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/31/2015 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.2 | 4.0 | 7.9 | 4.0 | 4.0 | 4.3 | 5.1 | 9.6 | 14.8 | -9.7 | 5.1 | 13.4 | 7.8 | -5.1 | 1.1 | 5.0 | 0.0 |
| Sharpe Ratio | NA | -0.94 | 0.45 | 1.29 | 0.33 | 0.51 | 0.57 | 0.58 | 1.93 | 2.51 | -1.7 | 2.37 | 1.5 | 2.14 | -2.35 | 0.14 | 0.94 | NA |
| Draw Down(%) | NA | 2.2 | 2.2 | 4.6 | 13.7 | 17.9 | 17.9 | 4.6 | 1.7 | 3.7 | 13.7 | 1.6 | 17.9 | 1.4 | 6.5 | 3.1 | 5.5 | 0.0 |
| Standard Deviation(%) | NA | 3.2 | 3.0 | 3.6 | 4.4 | 4.6 | 4.7 | 3.9 | 3.1 | 4.5 | 6.6 | 2.2 | 8.7 | 3.0 | 2.8 | 3.3 | 5.1 | 0.0 |
| Treynor Ratio | NA | -0.2 | 0.1 | 0.38 | 0.11 | 0.21 | 0.23 | 0.19 | 0.65 | 0.72 | -0.82 | 0.79 | 1.08 | 0.93 | -1.94 | 0.04 | 0.32 | 1.0 |
| Alpha | NA | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | -0.03 | 0.01 | 0.04 | 0.02 | -0.03 | -0.01 | 0.01 | NA |
| Beta | NA | 0.15 | 0.13 | 0.12 | 0.13 | 0.11 | 0.11 | 0.12 | 0.09 | 0.15 | 0.14 | 0.07 | 0.12 | 0.07 | 0.03 | 0.12 | 0.15 | NA |
| RSquared | NA | 0.47 | 0.3 | 0.27 | 0.26 | 0.2 | 0.2 | 0.33 | 0.15 | 0.22 | 0.27 | 0.17 | 0.24 | 0.08 | 0.04 | 0.06 | 0.16 | 0.0 |
| Yield(%) | N/A | 2.0 | 5.8 | 7.0 | 6.1 | 4.5 | N/A | 6.6 | 7.3 | 7.0 | 5.0 | 8.0 | 9.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -70.8 | -19.8 | -21.2 | 176.6 | N/A | N/A | -7.3 | 9.8 | 19.6 | -38.7 | -12.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2015
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to BGHAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
