Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGHIX (BrandywineGLOBAL – High Yield Fund Class I) | 0.39% | 4.73% | 8.36% | 4.38% | 4.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGHIX (BrandywineGLOBAL – High Yield Fund Class I) | 12/04/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.73 | 8.36 | 4.38 | 4.25 | NA | NA | … | … | 0.39 | 5.49 | 9.74 | 15.18 | -9.45 | 5.38 | 13.63 | 7.93 | -5.19 | 1.22 | 5.03 | 0.30 | 1.10 |
| Sharpe Ratio | NA | 0.67 | 1.38 | 0.42 | 0.56 | NA | NA | … | … | -0.48 | 0.66 | 1.95 | 2.56 | -1.66 | 2.37 | 1.53 | 2.16 | -2.30 | 0.17 | 0.95 | 0.05 | 4.04 |
| Standard Deviation(%) | NA | 3.09 | 3.71 | 4.45 | 4.66 | NA | NA | … | … | 3.36 | 3.94 | 3.13 | 4.55 | 6.59 | 2.25 | 8.69 | 2.98 | 2.87 | 3.36 | 5.06 | 5.13 | 4.09 |
| Draw Down(%) | NA | 2.31 | 4.62 | 13.44 | 17.91 | NA | NA | … | … | 2.31 | 4.62 | 1.77 | 3.63 | 13.44 | 1.58 | 17.91 | 1.47 | 6.50 | 3.15 | 5.52 | 4.88 | 0.00 |
| Yield(%) | 0.51 | 6.49 | 7.38 | 6.41 | 4.73 | 3.33 | 2.50 | … | … | 2.52 | 6.80 | 7.52 | 7.32 | 5.31 | 8.20 | 9.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHIX (BrandywineGLOBAL – High Yield Fund Class I) |
-3.42%
Mar 2017 – Mar 2020 |
-1.25%
Mar 2015 – Mar 2020 |
3.56%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHIX (BrandywineGLOBAL – High Yield Fund Class I) |
11.35%
Sep 2022 – Sep 2025 |
9.16%
Mar 2020 – Mar 2025 |
4.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart