Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGHAX (BrandywineGLOBAL – High Yield Fund Class A) | 0.29% | 4.49% | 8.10% | 4.08% | 4.01% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGHAX (BrandywineGLOBAL – High Yield Fund Class A) | 12/31/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.49 | 8.10 | 4.08 | 4.01 | NA | NA | … | … | 0.29 | 5.14 | 9.58 | 14.75 | -9.73 | 5.14 | 13.41 | 7.83 | -5.11 | 1.13 | 5.03 | 0.00 |
| Sharpe Ratio | NA | 0.61 | 1.33 | 0.36 | 0.52 | NA | NA | … | … | -0.56 | 0.58 | 1.93 | 2.51 | -1.70 | 2.37 | 1.50 | 2.14 | -2.35 | 0.14 | 0.94 | NA |
| Standard Deviation(%) | NA | 3.02 | 3.63 | 4.40 | 4.64 | NA | NA | … | … | 3.27 | 3.88 | 3.08 | 4.45 | 6.60 | 2.16 | 8.73 | 2.98 | 2.77 | 3.32 | 5.11 | 0.00 |
| Draw Down(%) | NA | 2.23 | 4.65 | 13.71 | 17.95 | NA | NA | … | … | 2.23 | 4.65 | 1.67 | 3.66 | 13.71 | 1.58 | 17.95 | 1.44 | 6.50 | 3.15 | 5.52 | 0.00 |
| Yield(%) | 0.00 | 6.27 | 7.12 | 6.18 | 4.54 | 3.17 | 2.38 | … | … | 2.44 | 6.58 | 7.27 | 7.04 | 5.05 | 7.97 | 9.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHAX (BrandywineGLOBAL – High Yield Fund Class A) |
-3.45%
Mar 2017 – Mar 2020 |
0.62%
Sep 2017 – Sep 2022 |
4.13%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHAX (BrandywineGLOBAL – High Yield Fund Class A) |
11.07%
Sep 2022 – Sep 2025 |
8.85%
Mar 2020 – Mar 2025 |
4.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart