U.S. Fixed Income | Investment Strategies | Brandywine GLOBAL

U.S. Fixed Income

Annualized Returns As of 9/30/2017

Period Gross (%) Net (%) BUSA (%) BAUSBM (%)
QTD 0.38 0.30 0.85 0.83
YTD 2.82 2.59 3.14 3.20
1 Year 1.76 1.45 0.07 0.02
3 Year 5.44 5.12 2.71 2.75
5 Year 5.08 4.77 2.06 2.10
7 Year 5.75 5.43 2.95 3.00
10 Year 7.30 6.98 4.27 4.28
Since Inception 7.10 6.78 5.31 5.32

Calendar Year Returns As of 9/30/2017

Year or YTD Gross (%) Net (%) BUSA (%) BAUSBM (%)
2017 2.82 2.59 3.14 3.20
2016 11.61 11.27 2.65 2.62
2015 - 0.93 - 1.23 0.55 0.60
2014 14.51 14.17 5.95 6.27
2013 - 2.34 - 2.63 - 2.02 - 2.25
2012 7.04 6.72 4.22 4.53
2011 11.18 10.85 7.85 7.80
2010 9.42 9.10 6.56 6.80
2009 7.08 6.76 5.93 6.12
2008 9.44 9.12 5.24 4.53

GIPS Statistics As of 9/30/2017
Year or YTD # of Accts Market Value ($MM) Firm Assets ($MM) Composite Dispersion (%) Composite St. Dev. (% 3-Year Rolling) BUSA St. Dev. (% 3-Year Rolling) BAUSBM St. Dev. (% 3-Year Rolling)
2017 2 11173,890- 6.01 2.81 2.90
2016 1 8065,498- 6.62 2.98 3.08
2015 1 6968,819- 6.26 2.88 3.01
2014 1 10963,375- 4.01 2.63 2.73
2013 1 8950,050- 3.93 2.71 2.78
2012 2 8742,894- 4.28 2.38 2.41
2011 2 9533,122- 5.24 2.78 2.86
2010 2 9731,996- 8.04 4.16 4.25
2009 4 11929,199- 7.96 4.11 4.20
2008 4 13432,755- 7.51 3.97 4.02
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