Microcap Equity | Investment Strategies | Brandywine GLOBAL

Microcap Equity

Annualized Returns As of 9/30/2018

Period Gross (%) Net (%) RMICV (%) RMIC (%)
QTD 1.78 1.46 -1.26 0.83
YTD 12.02 10.99 9.30 11.64
1 Year 18.76 17.30 11.97 13.65
3 Year 23.53 22.02 17.78 16.40
5 Year 14.73 13.32 11.09 10.50
Since Inception 1 17.60 16.16 13.45 13.60
---PERFORMANCE BREAK---
Pre-Break 1 7.47 5.88 1.32 1.60

Calendar Year Returns As of 9/30/2018

Year or YTD Gross (%) Net (%) RMICV (%) RMIC (%)
2018 12.02 10.99 9.30 11.64
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
2008 -44.98 -45.84 -34.93 -39.78

GIPS Statistics As of 9/30/2018
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)
2018 1 52 74,214 - 14.25 14.39 14.38
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
2008 1 1 32,755 - 23.32 19.00 19.98
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