Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BCGIX (BrandywineGLOBAL – Corporate Credit Fund Class I) 0.68% 4.78% 7.99% 4.23% 2.86% 1.81% 1.27%
Data as of 06/08/2026, Common starting date is 01/31/2005
More Performance Analytics Comparison
Name Start Date End Date
BCGIX (BrandywineGLOBAL – Corporate Credit Fund Class I) 01/31/2005 06/08/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -0.19 4.78 7.99 4.23 2.86 1.81 1.27 0.68 5.47 9.03 13.65 -8.49 2.28 2.88 6.52 -4.79 1.71 5.62 -3.76 -2.24 0.00 3.62 -0.65 7.01 22.64 -20.58 -11.04 4.10 -3.61
Sharpe Ratio NA 0.70 1.43 0.42 0.30 NA NA -0.35 0.78 1.89 2.39 -1.62 1.06 0.32 1.95 -2.38 0.52 1.38 -1.22 -0.91 -0.02 1.65 -0.22 2.37 3.18 -1.75 -2.90 0.29 -2.34
Standard Deviation(%) NA 2.90 3.29 4.06 4.16 NA NA 3.25 3.33 2.86 4.22 6.14 2.13 8.09 2.59 2.60 2.03 3.90 3.11 2.49 2.31 2.18 3.12 2.93 7.09 12.26 4.91 2.35 2.66
Draw Down(%) NA 2.05 3.71 12.40 16.88 NA NA 2.05 3.71 1.52 3.54 12.40 1.45 16.88 1.32 5.79 1.31 4.29 6.77 4.79 3.10 1.71 6.10 2.24 10.28 29.48 13.26 1.58 4.35
Yield(%) 0.00 6.19 7.02 6.11 3.30 2.17 1.60 2.46 6.40 7.24 6.87 5.29 5.35 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 01/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCGIX (BrandywineGLOBAL – Corporate Credit Fund Class I) -11.28%
Feb 2006 – Feb 2009
-2.21%
Feb 2005 – Feb 2010
-0.99%
Feb 2006 – Feb 2016
-0.88%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BCGIX (BrandywineGLOBAL – Corporate Credit Fund Class I) 11.74%
Feb 2009 – Feb 2012
7.23%
Feb 2009 – Feb 2014
3.48%
Mar 2009 – Mar 2019
3.24%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return