Microcap Equity | Investment Strategies | Brandywine GLOBAL

Microcap Equity

Annualized Returns As of 9/30/2019

Period Gross (%) Net (%) RMICV (%) RMIC (%)
QTD -3.04 -3.35 -1.98 -5.45
YTD 13.51 12.46 9.78 7.92
1 Year -10.81 -11.93 -11.57 -15.98
3 Year 11.79 10.41 7.69 5.32
5 Year 10.88 9.52 7.58 6.14
Since Inception 1 12.77 11.38 9.24 8.52
---PERFORMANCE BREAK---
Pre-Break 1 7.47 5.88 1.32 1.60

Calendar Year Returns As of 9/30/2019

Year or YTD Gross (%) Net (%) RMICV (%) RMIC (%)
2019 13.51 12.46 9.78 7.92
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 9/30/2019
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 2 142 72,687 - 20.25 18.05 17.69
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 21.32 21.20
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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