Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BGISX (BrandywineGLOBAL – Corporate Credit Fund Class IS) | 0.62% | 4.79% | 8.12% | 3.62% | -2.00% | 1.50% | 0.47% | … | … |
Data as of 06/09/2026, Common starting date is 01/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGISX (BrandywineGLOBAL – Corporate Credit Fund Class IS) | 01/30/1996 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 4.79 | 8.12 | 3.62 | -2.00 | 1.50 | 0.47 | … | … | 0.62 | 5.61 | 9.27 | 13.77 | -8.75 | -39.26 | 9.61 | -3.12 | 14.96 | 25.76 | 13.42 | -4.74 | 10.61 | 18.19 | -37.78 | -6.96 | 20.27 | 6.72 | 11.47 | 22.65 | -20.26 | -0.50 | 5.21 | -3.06 | 12.05 | 31.83 | 14.24 |
| Sharpe Ratio | NA | 0.74 | 1.47 | -0.34 | -0.17 | NA | NA | … | … | -0.25 | 0.82 | 1.95 | 2.37 | -1.64 | -0.14 | 0.66 | -0.20 | 1.22 | 2.24 | 1.02 | -0.20 | 0.60 | 0.67 | -1.08 | -0.60 | 1.76 | 0.45 | 1.06 | 1.39 | -0.91 | -0.19 | 0.06 | -0.48 | 0.56 | 2.07 | 1.08 |
| Standard Deviation(%) | NA | 2.92 | 3.33 | 22.72 | 21.24 | NA | NA | … | … | 3.27 | 3.35 | 2.89 | 4.30 | 6.24 | 76.62 | 14.23 | 15.86 | 12.23 | 11.51 | 13.17 | 23.56 | 17.45 | 27.07 | 35.83 | 16.87 | 9.64 | 9.91 | 9.94 | 15.81 | 23.58 | 15.41 | 17.51 | 13.42 | 15.25 | 13.56 | 11.00 |
| Draw Down(%) | NA | 2.13 | 3.66 | 46.93 | 48.94 | NA | NA | … | … | 2.13 | 3.66 | 1.52 | 3.54 | 12.63 | 40.07 | 13.62 | 12.69 | 9.31 | 5.72 | 10.18 | 22.60 | 16.73 | 26.80 | 46.11 | 16.29 | 6.99 | 5.98 | 6.75 | 15.94 | 34.69 | 15.08 | 12.42 | 16.48 | 17.85 | 8.11 | 8.15 |
| Yield(%) | 0.00 | 6.30 | 7.12 | 5.45 | 1.93 | 2.08 | 2.65 | … | … | 2.50 | 6.52 | 7.32 | 6.98 | 5.06 | 1.82 | 0.89 | 0.56 | 0.31 | 0.21 | 0.24 | 0.24 | 0.35 | 0.27 | 0.57 | 15.41 | 18.91 | 8.82 | 0.68 | 0.88 | 0.59 | 3.09 | 7.04 | 8.31 | 4.64 | 9.37 | 1.25 |
Data as of 06/09/2026, Common starting date is 01/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGISX (BrandywineGLOBAL – Corporate Credit Fund Class IS) |
-18.75%
Feb 2006 – Feb 2009 |
-8.44%
Feb 2004 – Feb 2009 |
-3.48%
Feb 1999 – Feb 2009 |
-0.52%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGISX (BrandywineGLOBAL – Corporate Credit Fund Class IS) |
20.57%
Sep 2011 – Sep 2014 |
17.87%
Feb 2009 – Feb 2014 |
7.69%
Dec 1996 – Dec 2006 |
4.56%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart