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
USFI (BrandywineGLOBAL – U.S. Fixed Income ETF) 0.99% 5.93% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 07/27/2023
More Performance Analytics Comparison
Name Start Date End Date
USFI (BrandywineGLOBAL – U.S. Fixed Income ETF) 07/27/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.12 5.93 NA NA NA NA NA 0.99 6.99 1.09 2.89
Sharpe Ratio NA 0.75 NA NA NA NA NA -0.18 0.90 -0.29 0.28
Standard Deviation(%) NA 3.62 NA NA NA NA NA 2.07 4.56 8.59 11.07
Draw Down(%) NA 1.67 NA NA NA NA NA 0.80 2.51 6.12 8.47
Yield(%) 0.00 4.45 4.18 2.51 1.25 0.84 0.63 1.79 4.54 4.48 1.84
Data as of 06/10/2026, Common starting date is 07/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USFI (BrandywineGLOBAL – U.S. Fixed Income ETF) 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
USFI (BrandywineGLOBAL – U.S. Fixed Income ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return