Microcap Equity | Investment Strategies | Brandywine GLOBAL

Microcap Equity

Annualized Returns As of 9/30/2019

Period Gross (%) Net (%)
QTD -3.04 -3.35
YTD 13.51 12.46
1 Year -10.81 -11.93
3 Year 11.79 10.41
5 Year 10.88 9.52
Since Inception 1 12.77 11.38
---PERFORMANCE BREAK---
Pre-Break 1 7.47 5.88

Calendar Year Returns As of 9/30/2019

Year or YTD Gross (%) Net (%)
2019 13.51 12.46
2018 -11.97 -13.08
2017 17.87 16.43
2016 35.42 33.78
2015 0.42 -0.83
2014 3.26 1.98
2013 1 33.47 32.13
---PERFORMANCE BREAK---
2012 1 13.23 11.71
2011 -4.95 -6.36
2010 30.99 29.09
2009 71.35 68.92

GIPS Statistics As of 9/30/2019
Year or YTD # of Accts Market Value ($MM) Firm Assets ($MM) Composite Dispersion (%) Composite St. Dev. (% 3-Year Rolling) St. Dev. (% 3-Year Rolling)
2019 2 142 72,687 - 20.25 18.05
2018 1 38 70,070 - 17.86 16.55
2017 1 47 74,382 - 14.52 15.02
2016 1 40 65,498 - 14.29 15.95
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 21.32
2011 2 6 33,122 - 26.84 27.40
2010 1 6 31,996 - 33.35 29.69
2009 1 2 29,199 - 31.26 25.96
Toggle RightScroll right to view more.