Global Opportunistic Fixed Income | Investment Strategies | Brandywine GLOBAL

Global Opportunistic Fixed Income

Annualized Returns As of 9/30/2017

Period Gross (%) Net (%) CWGBI (%) BLBCW (%)
QTD 3.30 3.19 1.81 1.76
YTD 13.66 13.28 6.38 6.25
1 Year 6.77 6.29 - 2.69 - 1.26
3 Year 3.43 2.97 0.88 1.30
5 Year 3.28 2.82 - 0.43 0.48
7 Year 4.99 4.52 0.80 1.62
10 Year 6.29 5.81 2.95 3.31
Since Inception 8.02 7.49 4.47 4.58

Calendar Year Returns As of 9/30/2017

Year or YTD Gross (%) Net (%) CWGBI (%) BLBCW (%)
2017 13.66 13.28 6.38 6.25
2016 5.73 5.26 1.60 2.09
2015 - 8.04 - 8.46 - 3.57 - 3.15
2014 6.84 6.36 - 0.48 0.59
2013 - 3.23 - 3.67 - 4.00 - 2.60
2012 14.34 13.83 1.65 4.32
2011 8.64 8.15 6.35 5.64
2010 13.77 13.27 5.17 5.54
2009 21.10 20.57 2.55 6.93
2008 - 8.30 - 8.71 10.89 4.79

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) CWGBI St. Dev. (% 3-Year Rolling) BLBCW St. Dev. (% 3-Year Rolling)
2017 2511,40273,890 0.39 7.34 5.73 4.81
2016 2710,33765,498 0.27 7.53 5.89 4.97
2015 2811,42768,819 0.18 6.19 4.39 3.90
2014 2511,88863,375 0.26 6.66 4.28 3.93
2013 2710,07950,050 0.18 6.83 4.60 4.36
2012 309,33342,894 0.49 6.50 5.52 4.90
2011 356,99333,122 0.45 8.33 7.57 6.53
2010 325,54231,996 0.66 11.26 9.26 7.96
2009 335,53229,199 1.16 10.95 8.83 7.53
2008 365,12032,755 1.25 9.17 7.39 6.38
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