International Opportunistic Fixed Income | Investment Strategies | Brandywine GLOBAL

International Opportunistic Fixed Income

Annualized Returns As of 9/30/2017

Period Gross (%) Net (%) CWGBIX (%) BGAX (%)
QTD 3.26 3.15 2.57 2.48
YTD 13.92 13.55 8.63 8.74
1 Year 6.14 5.66 - 3.14 - 2.42
3 Year 2.32 1.86 0.47 0.20
5 Year 2.88 2.42 - 1.07 - 0.73
7 Year 4.02 3.55 0.29 0.62
10 Year 5.51 5.03 2.67 2.57
Since Inception 8.15 7.62 4.76 4.85

Calendar Year Returns As of 9/30/2017

Year or YTD Gross (%) Net (%) CWGBIX (%) BGAX (%)
2017 13.92 13.55 8.63 8.74
2016 4.60 4.13 1.81 1.49
2015 - 9.33 - 9.74 - 5.54 - 6.02
2014 5.06 4.59 - 2.68 - 3.08
2013 - 1.89 - 2.33 - 4.56 - 3.08
2012 16.47 15.95 1.51 4.09
2011 4.02 3.55 5.17 4.36
2010 9.24 8.76 5.21 4.94
2009 13.47 12.95 4.39 7.52
2008 0.22 - 0.33 10.11 4.38

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) CWGBIX St. Dev. (% 3-Year Rolling) BGAX St. Dev. (% 3-Year Rolling)
2017 6 67073,890 0.20 7.76 7.61 7.28
2016 6 66065,498 0.28 8.05 7.78 7.41
2015 7 81568,819 0.11 6.78 5.81 5.70
2014 7 95863,375 0.48 7.33 5.45 5.47
2013 8 91950,050 0.37 7.59 5.83 6.22
2012 6 81242,894- 7.81 7.36 7.75
2011 5 70333,122- 8.96 9.47 9.84
2010 5 53931,996- 10.37 11.06 11.22
2009 3 44929,199- 9.57 10.09 10.12
2008 2 46232,755- 8.05 8.44 8.43
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