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
DVAL (BrandywineGLOBAL – Dynamic US Large Cap Value ETF) 6.88% 13.51% 12.35% NA NA NA NA
Data as of 06/08/2026, Common starting date is 10/31/2022
More Performance Analytics Comparison
Name Start Date End Date
DVAL (BrandywineGLOBAL – Dynamic US Large Cap Value ETF) 10/31/2022 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
Annualized Return (%) 0.26 13.51 12.35 NA NA NA NA 6.88 9.86 12.88 8.69 1.77
Sharpe Ratio NA 1.15 0.74 NA NA NA NA 1.34 0.44 0.78 0.36 0.39
Standard Deviation(%) NA 10.63 13.35 NA NA NA NA 11.34 16.29 11.93 14.11 20.88
Draw Down(%) NA 6.21 18.13 NA NA NA NA 6.21 15.87 8.64 11.87 5.99
Yield(%) 0.00 2.08 2.35 3.64 1.82 1.21 0.91 0.00 2.14 3.08 1.25 11.83
Data as of 06/08/2026, Common starting date is 10/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DVAL (BrandywineGLOBAL – Dynamic US Large Cap Value ETF) 8.07%
Nov 2022 – Nov 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DVAL (BrandywineGLOBAL – Dynamic US Large Cap Value ETF) 14.05%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return