Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBUSX (BrandywineGLOBALGlobal Opportunities Bond Fund) | NA | 127,356.76% | 954.65% | 322.00% | NA | NA | NA | … | … |
Data as of 07/12/2024, Common starting date is 04/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBUSX (BrandywineGLOBALGlobal Opportunities Bond Fund) | 04/01/2019 | 07/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 128,536.36 | 127,356.76 | 954.65 | 322.00 | NA | NA | NA | … | … | 124,112.69 | 6.53 | -10.07 | -2.06 | 11.74 | 6.25 |
| Sharpe Ratio | NA | 177.90 | 2.30 | 1.00 | NA | NA | NA | … | … | 73,963.23 | 0.29 | -1.83 | -0.96 | 2.17 | 2.46 |
| Standard Deviation(%) | NA | 715.88 | 413.62 | 320.44 | NA | NA | NA | … | … | 985.40 | 7.94 | 6.27 | 2.16 | 5.28 | 2.86 |
| Draw Down(%) | NA | 8.73 | 15.36 | 15.91 | NA | NA | NA | … | … | 5.25 | 8.73 | 14.14 | 2.73 | 8.05 | 1.61 |
| Yield(%) | 0.00 | 4.01 | 3.61 | 4.43 | 2.34 | 1.56 | 1.17 | … | … | 97.24 | 4.88 | 0.00 | 5.94 | 6.87 | 3.92 |
Data as of 07/12/2024, Common starting date is 04/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBUSX (BrandywineGLOBALGlobal Opportunities Bond Fund) |
-3.91%
Oct 2020 – Oct 2023 |
0.71%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBUSX (BrandywineGLOBALGlobal Opportunities Bond Fund) |
2.32%
May 2019 – May 2022 |
1.10%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart