Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGHSX (BrandywineGLOBAL – High Yield Fund Class IS) | 0.34% | 4.66% | 8.43% | 4.40% | 3.06% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGHSX (BrandywineGLOBAL – High Yield Fund Class IS) | 12/04/2014 | 06/10/2026 |
| 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 | 4.66 | 8.43 | 4.40 | 3.06 | NA | NA | … | … | 0.34 | 5.51 | 9.79 | 15.29 | -9.32 | 3.22 | 3.54 | 7.93 | -5.19 | 1.22 | 5.03 | 0.40 | 1.00 |
| Sharpe Ratio | NA | 0.73 | 1.42 | 0.44 | 0.31 | NA | NA | … | … | -0.37 | 0.67 | 1.97 | 2.54 | -1.62 | 1.39 | 0.34 | 2.15 | -2.31 | 0.17 | 0.95 | 0.07 | 4.01 |
| Standard Deviation(%) | NA | 3.16 | 3.69 | 4.46 | 4.84 | NA | NA | … | … | 3.33 | 3.94 | 3.12 | 4.62 | 6.68 | 2.30 | 9.54 | 3.00 | 2.86 | 3.35 | 5.08 | 5.14 | 3.72 |
| Draw Down(%) | NA | 2.20 | 4.51 | 13.44 | 18.15 | NA | NA | … | … | 2.20 | 4.51 | 1.76 | 3.72 | 13.44 | 1.66 | 18.15 | 1.47 | 6.41 | 3.15 | 5.52 | 4.88 | 0.00 |
| Yield(%) | 0.00 | 6.61 | 7.48 | 6.48 | 3.53 | 2.49 | 1.87 | … | … | 2.58 | 6.92 | 7.56 | 7.43 | 5.42 | 6.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| BGHSX (BrandywineGLOBAL – High Yield Fund Class IS) |
-3.79%
Mar 2017 – Mar 2020 |
-1.48%
Mar 2015 – Mar 2020 |
2.43%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHSX (BrandywineGLOBAL – High Yield Fund Class IS) |
11.44%
Sep 2022 – Sep 2025 |
6.99%
Mar 2020 – Mar 2025 |
3.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart