Equity | Performance | Brandywine GLOBAL

Equity All Data as of 9/30/2017

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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 4.97 12.78 21.92 9.92 13.86 14.55 8.05 8.39
Net 4.83 12.32 21.27 9.24 13.11 13.77 7.29 7.63
R1000V 3.11 7.92 15.12 8.53 13.19 13.23 5.91 6.78
R1000V = Russell 1000® Value Index; Inception Date: 4/1/1999
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 12.78 15.13 - 2.28 13.22 33.09 16.05 6.97 12.45 22.29 - 31.26
Net 12.32 14.50 - 2.98 12.39 32.12 15.20 6.17 11.62 21.39 - 31.79
R1000V 7.92 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 6.57 11.37 23.90 6.04 13.79 12.94 7.80 9.92
Net 6.39 10.80 23.05 5.31 13.01 12.16 7.05 9.16
R1000V 3.11 7.92 15.12 8.53 13.19 13.23 5.91 8.00
R1000V = Russell 1000® Value Index; Inception Date: 10/1/2004
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 11.37 16.25 - 9.85 11.35 40.97 22.39 - 5.08 13.99 29.83 - 30.33
Net 10.80 15.45 - 10.48 10.58 40.02 21.56 - 5.74 13.21 28.94 - 30.83
R1000V 7.92 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 5.70 12.78 18.91 8.46 15.85 15.72 9.79 10.18
Net 5.53 12.24 18.15 7.69 15.02 14.89 8.99 9.38
R1000V 3.11 7.92 15.12 8.53 13.19 13.23 5.91 6.06
R1000V = Russell 1000® Value Index; Inception Date: 1/1/2007
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 12.78 10.95 - 2.93 11.80 47.50 17.58 8.84 13.36 29.73 - 30.67
Net 12.24 10.16 - 3.66 10.98 46.44 16.72 8.03 12.53 28.78 - 31.21
R1000V 7.92 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 6.02 13.42 19.94 7.11 15.40 15.37 - 11.56
Net 5.75 12.55 18.71 6.00 14.21 14.18 - 10.41
R1000V 3.11 7.92 15.12 8.53 13.19 13.23 - 8.79
R1000V = Russell 1000® Value Index; Inception Date: 7/1/2008
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 13.42 8.30 - 4.27 10.15 50.00 19.12 9.49 11.47 25.41 - 22.30
Net 12.55 7.18 - 5.27 9.01 48.49 17.90 8.36 10.32 24.13 - 22.72
R1000V 7.92 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 5.04 3.76 21.90 14.08 16.33 15.50 8.01 11.85
Net 4.83 3.15 20.94 13.18 15.42 14.59 7.16 10.97
R2000V 5.11 5.68 20.55 12.10 13.26 12.79 7.14 10.90
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1988
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 3.76 32.88 - 2.25 7.22 41.36 17.37 - 1.75 25.05 16.19 - 30.18
Net 3.15 31.85 - 3.03 6.37 40.26 16.45 - 2.54 24.07 15.28 - 30.75
R2000V 5.68 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 2.49 5.39 18.97 6.25 10.73 11.43 7.81 12.34
Net 2.24 4.60 17.80 5.20 9.64 10.33 6.74 11.23
R2000V 5.11 5.68 20.55 12.10 13.26 12.79 7.14 10.01
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1996
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 5.39 25.61 - 12.06 2.29 33.52 18.21 0.22 23.82 41.56 - 29.51
Net 4.60 24.38 - 12.95 1.27 32.23 17.05 - 0.78 22.62 40.20 - 30.23
R2000V 5.68 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 5.37 7.50 21.50 11.58 15.99 14.89 8.57 11.20
Net 5.16 6.86 20.55 10.70 15.08 13.98 7.71 10.38
R2500V 3.83 5.86 15.75 9.93 13.24 12.94 7.58 10.23
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 7.50 21.58 0.67 7.55 42.33 15.06 0.83 21.91 22.62 - 28.53
Net 6.86 20.63 - 0.13 6.70 41.24 14.16 0.03 20.96 21.66 - 29.11
R2500V 5.86 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 1.83 6.94 20.08 7.52 12.09 11.91 6.52 11.66
Net 1.60 6.23 19.02 6.57 11.10 10.92 5.57 10.64
R2500V 3.83 5.86 15.75 9.93 13.24 12.94 7.58 10.55
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 6.94 26.61 - 10.18 2.69 35.48 18.65 - 2.21 21.60 30.34 - 35.30
Net 6.23 25.50 - 10.99 1.77 34.30 17.60 - 3.08 20.53 29.19 - 35.93
R2500V 5.86 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 4.92 11.19 31.89 16.53 - - - 17.35
Net 4.60 10.16 30.29 15.10 - - - 15.91
RMICV 6.44 8.45 26.15 13.32 - - - 13.78
RMICV = Russell Microcap® Value Index; Inception Date: 3/1/2013
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 11.19 35.42 0.42 3.26 33.47 - - - - -
Net 10.16 33.78 - 0.83 1.98 32.13 - - - - -
RMICV 8.45 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 6.16 25.51 27.34 8.97 - - - 9.13
Net 5.96 24.82 26.41 8.16 - - - 8.32
RGXUSN 6.15 21.42 19.44 5.23 - - - 6.65
Inception Date: 1/1/2013
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 25.51 12.03 - 6.84 2.38 12.92 - - - - -
Net 24.82 11.20 - 7.54 1.62 12.08 - - - - -
RGXUSN 21.42 4.39 - 4.40 - 3.58 16.23 - - - - -
Inception Date: 1/1/2013
Preview Global Opportunistic Equity1
Global Opportunistic Equity
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 6.37 23.77 32.73 9.43 - - - 12.64
Net 6.17 23.09 31.76 8.62 - - - 11.81
RGN 5.26 17.15 18.72 7.71 - - - 10.36
RGN = Russell Global Index (Net); Inception Date: 1/1/2013
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 23.77 16.62 - 9.91 7.54 25.90 - - - - -
Net 23.09 15.76 - 10.59 6.75 24.98 - - - - -
RGN 17.15 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 6.12 16.56 22.52 7.53 12.42 10.91 - 12.45
Net 5.88 15.75 21.38 6.52 11.37 9.87 - 11.40
MSCIWN 4.84 16.01 18.17 7.68 10.99 10.08 - 11.59
MSCIWN = MSCI World Index (Net); Inception Date: 1/1/2009
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 16.56 7.16 - 1.44 5.84 32.71 14.57 - 6.34 14.32 31.62 -
Net 15.75 6.16 - 2.37 4.85 31.49 13.50 - 7.23 13.25 30.41 -
MSCIWN 16.01 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 3.84 10.94 23.43 10.71 17.86 - - 15.60
Net 3.65 10.33 22.53 9.90 17.00 - - 14.75
RMIDV 2.14 7.43 13.37 9.18 14.32 - - 12.36
RMIDV = Russell Midcap® Value Index; Inception Date: 1/1/2011
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 10.94 22.01 - 5.92 15.52 48.85 17.14 3.78 - - -
Net 10.33 21.11 - 6.62 14.67 47.78 16.28 3.01 - - -
RMIDV 7.43 20.00 - 4.78 14.75 33.46 18.51 - 1.38 - - -
RMIDV = Russell Midcap® Value Index; Inception Date: 1/1/2011