Equity | Performance | Brandywine GLOBAL

Equity All Data as of 12/31/2017

Preview  Show All Annualized Returns    
Preview  Show All Calendar Year Returns


Large Cap Equity

Preview Diversified Large Cap Value Equity
Diversified Large Cap Value Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 7.34 21.05 21.05 10.83 15.45 14.28 9.18 8.68
Net 7.19 20.40 20.40 10.17 14.70 13.51 8.42 7.93
R1000V 5.33 13.66 13.66 8.64 14.03 12.45 7.10 6.99
R1000V = Russell 1000® Value Index; Inception Date: 4/1/1999
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 21.05 15.13 - 2.28 13.22 33.09 16.05 6.97 12.45 22.29 - 31.26
Net 20.40 14.50 - 2.98 12.39 32.12 15.20 6.17 11.62 21.39 - 31.79
R1000V 13.66 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 36.85
R1000V = Russell 1000® Value Index; Inception Date: 4/1/1999
Preview Classic Large Cap Value
Classic Large Cap Value
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 5.93 17.98 17.98 7.32 14.17 12.31 8.79 10.20
Net 5.75 17.17 17.17 6.58 13.39 11.53 8.04 9.44
R1000V 5.33 13.66 13.66 8.64 14.03 12.45 7.10 8.26
R1000V = Russell 1000® Value Index; Inception Date: 10/1/2004
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 17.98 16.25 - 9.85 11.35 40.97 22.39 - 5.08 13.99 29.83 - 30.33
Net 17.17 15.45 - 10.48 10.58 40.02 21.56 - 5.74 13.21 28.94 - 30.83
R1000V 13.66 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 36.85
R1000V = Russell 1000® Value Index; Inception Date: 10/1/2004
Preview Dynamic Large Cap Value Equity
Dynamic Large Cap Value Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 8.83 22.73 22.73 9.73 16.85 15.77 11.01 10.78
Net 8.66 21.95 21.95 8.97 16.02 14.94 10.20 9.98
R1000V 5.33 13.66 13.66 8.64 14.03 12.45 7.10 6.42
R1000V = Russell 1000® Value Index; Inception Date: 1/1/2007
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 22.73 10.95 - 2.93 11.80 47.50 17.58 8.84 13.36 29.73 - 30.67
Net 21.95 10.16 - 3.66 10.98 46.44 16.72 8.03 12.53 28.78 - 31.21
R1000V 13.66 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 36.85
R1000V = Russell 1000® Value Index; Inception Date: 1/1/2007
Preview Dynamic Large Cap Value Extended Equity - 130/30
Dynamic Large Cap Value Extended Equity - 130/30
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 9.28 23.94 23.94 8.71 16.24 15.65 - 12.28
Net 9.00 22.68 22.68 7.59 15.04 14.46 - 11.12
R1000V 5.33 13.66 13.66 8.64 14.03 12.45 - 9.14
R1000V = Russell 1000® Value Index; Inception Date: 7/1/2008
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 23.94 8.30 - 4.27 10.15 50.00 19.12 9.49 11.47 25.41 - 22.30
Net 22.68 7.18 - 5.27 9.01 48.49 17.90 8.36 10.32 24.13 - 22.72
R1000V 13.66 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 26.93
R1000V = Russell 1000® Value Index; Inception Date: 7/1/2008

Small Cap Equity

Preview Diversified Small Cap Value Equity
Diversified Small Cap Value Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 3.53 7.43 7.43 11.74 16.15 13.57 9.47 11.87
Net 3.33 6.58 6.58 10.86 15.24 12.68 8.61 10.99
R2000V 2.05 7.84 7.84 9.54 13.00 10.84 8.17 10.87
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1988
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 7.43 32.88 - 2.25 7.22 41.36 17.37 - 1.75 25.05 16.19 - 30.18
Net 6.58 31.85 - 3.03 6.37 40.26 16.45 - 2.54 24.07 15.28 - 30.75
R2000V 7.84 31.74 - 7.47 4.22 34.52 18.05 - 5.50 24.50 20.58 - 28.93
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1988
Preview Small Cap Value Equity
Small Cap Value Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 10.11 16.04 16.04 8.62 11.85 10.97 9.86 12.69
Net 9.84 14.90 14.90 7.55 10.74 9.88 8.78 11.58
R2000V 2.05 7.84 7.84 9.54 13.00 10.84 8.17 9.99
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1996
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 16.04 25.61 - 12.06 2.29 33.52 18.21 0.22 23.82 41.56 - 29.51
Net 14.90 24.38 - 12.95 1.27 32.23 17.05 - 0.78 22.62 40.20 - 30.23
R2000V 7.84 31.74 - 7.47 4.22 34.52 18.05 - 5.50 24.50 20.58 - 28.93
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1996

Small Mid Cap Equity

Preview Diversified Small Cap Value Select Equity
Diversified Small Cap Value Select Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 5.71 13.64 13.64 11.62 16.31 13.78 10.18 11.37
Net 5.51 12.75 12.75 10.74 15.40 12.89 9.31 10.55
R2500V 4.25 10.36 10.36 9.30 13.27 11.53 8.81 10.32
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 13.64 21.58 0.67 7.55 42.33 15.06 0.83 21.91 22.62 - 28.53
Net 12.75 20.63 - 0.13 6.70 41.24 14.16 0.03 20.96 21.66 - 29.11
R2500V 10.36 25.20 - 5.49 7.11 33.32 19.21 - 3.36 24.82 27.67 - 31.99
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
Preview Small/Mid Cap Value Equity
Small/Mid Cap Value Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 10.08 17.72 17.72 10.20 13.24 11.63 8.28 12.02
Net 9.84 16.69 16.69 9.23 12.24 10.64 7.31 11.00
R2500V 4.25 10.36 10.36 9.30 13.27 11.53 8.81 10.63
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 17.72 26.61 - 10.18 2.69 35.48 18.65 - 2.21 21.60 30.34 - 35.30
Net 16.69 25.50 - 10.99 1.77 34.30 17.60 - 3.08 20.53 29.19 - 35.93
R2500V 10.36 25.20 - 5.49 7.11 33.32 19.21 - 3.36 24.82 27.67 - 31.99
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996

Micro Cap Equity

Preview Microcap Equity
Microcap Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 6.01 17.87 17.87 17.01 - - - 17.79
Net 5.69 16.43 16.43 15.58 - - - 16.35
RMICV 2.44 11.09 11.09 10.71 - - - 13.58
RMICV = Russell Microcap® Value Index; Inception Date: 3/1/2013
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 17.87 35.42 0.42 3.26 33.47 - - - - -
Net 16.43 33.78 - 0.83 1.98 32.13 - - - - -
RMICV 11.09 30.59 - 6.45 3.15 32.31 - - - - -
RMICV = Russell Microcap® Value Index; Inception Date: 3/1/2013

Global & International Equity

Preview International Opportunistic Equity
International Opportunistic Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 2.34 28.44 28.44 10.25 9.15 - - 9.15
Net 2.15 27.50 27.50 9.43 8.34 - - 8.34
RGXUSN 5.28 27.82 27.82 8.44 7.41 - - 7.41
RGXUSN = Russell Global Ex-U.S. Index (Net); Inception Date: 1/1/2013
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 28.44 12.03 - 6.84 2.38 12.92 - - - - -
Net 27.50 11.20 - 7.54 1.62 12.08 - - - - -
RGXUSN 27.82 4.39 - 4.40 - 3.58 16.23 - - - - -
RGXUSN = Russell Global Ex-U.S. Index (Net); Inception Date: 1/1/2013
Preview Global Opportunistic Equity
Global Opportunistic Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 4.63 29.50 29.50 10.80 12.99 - - 12.99
Net 4.44 28.55 28.55 9.98 12.15 - - 12.15
RGN 5.75 23.88 23.88 9.50 11.05 - - 11.05
RGN = Russell Global Index (Net); Inception Date: 1/1/2013
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 29.50 16.62 - 9.91 7.54 25.90 - - - - -
Net 28.55 15.76 - 10.59 6.75 24.98 - - - - -
RGN 23.88 8.39 - 2.18 3.94 23.74 - - - - -
RGN = Russell Global Index (Net); Inception Date: 1/1/2013
Preview Quantitative Global Equity
Quantitative Global Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 6.36 23.98 23.98 9.40 12.95 10.19 - 12.85
Net 6.12 22.83 22.83 8.37 11.90 9.16 - 11.80
MSCIWN 5.51 22.40 22.40 9.26 11.63 9.57 - 11.92
MSCIWN = MSCI World Index (Net); Inception Date: 1/1/2009
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 23.98 7.16 - 1.44 5.84 32.71 14.57 - 6.34 14.32 31.62 -
Net 22.83 6.16 - 2.37 4.85 31.49 13.50 - 7.23 13.25 30.41 -
MSCIWN 22.40 7.51 - 0.87 4.94 26.68 15.83 - 5.54 11.76 29.99 -
MSCIWN = MSCI World Index (Net); Inception Date: 1/1/2009

Mid Cap Equity

Preview Diversified Mid Cap Dedicated Value
Diversified Mid Cap Dedicated Value
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 6.71 18.39 18.39 10.75 18.49 16.07 - 16.07
Net 6.51 17.52 17.52 9.93 17.62 15.22 - 15.22
RMIDV 5.50 13.34 13.34 8.99 14.67 12.75 - 12.75
RMIDV = Russell Midcap® Value Index; Inception Date: 1/1/2011
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 18.39 22.01 - 5.92 15.52 48.85 17.14 3.78 - - -
Net 17.52 21.11 - 6.62 14.67 47.78 16.28 3.01 - - -
RMIDV 13.34 20.00 - 4.78 14.75 33.46 18.51 - 1.38 - - -
RMIDV = Russell Midcap® Value Index; Inception Date: 1/1/2011