Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGHX (BrandywineGLOBAL – Small Cap Value Fund – Class R) | NA | 18.95% | 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 |
|---|---|---|
| LEGHX (BrandywineGLOBAL – Small Cap Value Fund – Class R) | 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 (%) | -0.32 | 18.95 | NA | NA | NA | NA | NA | … | … | 5.43 | 20.20 | 0.92 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | -0.05 | 0.75 | 0.01 |
| Standard Deviation(%) | NA | 20.72 | NA | NA | NA | NA | NA | … | … | 20.45 | 21.57 | 32.87 |
| Draw Down(%) | NA | 10.24 | NA | NA | NA | NA | NA | … | … | 10.24 | 18.97 | 14.61 |
| Yield(%) | 0.00 | 1.08 | 0.73 | 0.44 | 0.22 | 0.15 | 0.11 | … | … | 0.00 | 1.35 | 0.84 |
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 |
|---|---|---|---|---|
| LEGHX (BrandywineGLOBAL – Small Cap Value Fund – Class R) |
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 |
|---|---|---|---|---|
| LEGHX (BrandywineGLOBAL – Small Cap Value Fund – Class R) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart