Small/Mid Cap Value Equity | Investment Strategies | Brandywine GLOBAL

Small/Mid Cap Value Equity

Annualized Returns As of 9/30/2017

Period Gross (%) Net (%) R2500V (%) R2500 (%)
QTD 1.83 1.60 3.83 4.74
YTD 6.94 6.23 5.86 11.00
1 Year 20.08 19.02 15.75 17.79
3 Year 7.52 6.57 9.93 10.59
5 Year 12.09 11.10 13.24 13.85
7 Year 11.91 10.92 12.94 13.65
10 Year 6.52 5.57 7.58 8.18
Since Inception 11.66 10.64 10.55 9.81

Calendar Year Returns As of 9/30/2017

Year or YTD Gross (%) Net (%) R2500V (%) R2500 (%)
2017 6.94 6.23 5.86 11.00
2016 26.61 25.50 25.20 17.59
2015 - 10.18 - 10.99 - 5.49 - 2.90
2014 2.69 1.77 7.11 7.07
2013 35.48 34.30 33.32 36.80
2012 18.65 17.60 19.21 17.88
2011 - 2.21 - 3.08 - 3.36 - 2.51
2010 21.60 20.53 24.82 26.71
2009 30.34 29.19 27.67 34.38
2008 - 35.30 - 35.93 - 31.99 - 36.79

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) R2500V St. Dev. (% 3-Year Rolling) R2500 St. Dev. (% 3-Year Rolling)
2017 1 9573,890- 15.03 11.92 12.22
2016 1 8965,498- 15.10 13.17 13.67
2015 2 7268,819- 11.88 12.02 12.42
2014 5 11263,375- 10.45 11.25 11.67
2013 4 12850,050- 13.22 15.07 15.63
2012 7 24742,894 0.13 15.24 18.41 18.97
2011 9 55533,122 0.12 18.58 24.23 23.40
2010 11 66531,996 0.15 22.23 26.97 26.80
2009 12 66629,199 0.58 21.04 24.61 24.25
2008 13 54532,755 0.72 17.84 18.38 19.37
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