Microcap Equity | Investment Strategies | Brandywine GLOBAL

Microcap Equity

Annualized Returns As of 6/30/2019

Period Gross (%) Net (%) RMICV (%) RMIC (%)
QTD 2.51 2.19 1.41 0.92
YTD 17.07 16.36 12.00 14.15
1 Year -6.37 -7.54 -10.91 -10.39
3 Year 15.80 14.38 12.17 11.19
5 Year 10.08 8.72 6.26 5.52
Since Inception 1 13.86 12.46 9.97 9.84
---PERFORMANCE BREAK---
Pre-Break 1 7.47 5.88 1.32 1.60

Calendar Year Returns As of 6/30/2019

Year or YTD Gross (%) Net (%) RMICV (%) RMIC (%)
2019 17.07 16.36 12.00 14.15
2018 -11.97 -13.08 -11.96 -13.08
2017 17.87 16.43 11.09 13.17
2016 35.42 33.78 30.59 20.37
2015 0.42 -0.83 -6.45 -5.16
2014 3.26 1.98 3.15 3.65
2013 1 33.47 32.13 32.31 36.46
---PERFORMANCE BREAK---
2012 1 13.23 11.71 17.55 15.99
2011 -4.95 -6.36 -10.34 -9.28
2010 30.99 29.09 28.34 28.89
2009 71.35 68.92 17.52 27.48

GIPS Statistics As of 6/30/2019
Year or YTD # of Accts Market Value ($MM) Firm Assets ($MM) Composite Dispersion (%) Composite St. Dev. (% 3-Year Rolling) RMICV St. Dev. (% 3-Year Rolling) RMIC St. Dev. (% 3-Year Rolling)
2019 2 146 74,896 - 19.23 17.53 17.42
2018 1 38 70,070 - 17.86 16.55 17.02
2017 1 47 74,382 - 14.52 15.02 15.32
2016 1 40 65,498 - 14.29 15.95 16.84
2015 1 30 68,819 - - - -
2014 2 30 63,375 - - - -
2013 1 2 31 50,050 - - - -
---PERFORMANCE BREAK---
2012 1 2 6 42,895 - 19.32 21.66 21.54
2011 2 6 33,122 - 26.84 27.40 26.09
2010 1 6 31,996 - 33.35 29.69 29.02
2009 1 2 29,199 - 31.26 25.96 25.61
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