Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGDX (BrandywineGLOBAL – Small Cap Value Fund – Class A) | NA | 19.61% | NA | NA | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 09/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGDX (BrandywineGLOBAL – Small Cap Value Fund – Class A) | 09/01/2022 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.61 | NA | NA | NA | NA | NA | … | … | 6.02 | 20.52 | 1.09 |
| Sharpe Ratio | NA | 0.59 | NA | NA | NA | NA | NA | … | … | -0.01 | 0.76 | 0.02 |
| Standard Deviation(%) | NA | 20.80 | NA | NA | NA | NA | NA | … | … | 20.54 | 21.59 | 32.90 |
| Draw Down(%) | NA | 10.23 | NA | NA | NA | NA | NA | … | … | 10.23 | 18.77 | 14.52 |
| Yield(%) | 0.00 | 1.56 | 0.89 | 0.54 | 0.27 | 0.18 | 0.13 | … | … | 0.00 | 1.87 | 0.82 |
Data as of 11/25/2024, Common starting date is 09/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGDX (BrandywineGLOBAL – Small Cap Value Fund – Class A) |
0.00%
NA |
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 |
|---|---|---|---|---|
| LEGDX (BrandywineGLOBAL – Small Cap Value Fund – Class A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart