Equity | Performance | Brandywine GLOBAL

Equity All Data as of 3/31/2018

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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 - 2.06 - 2.06 13.13 10.31 12.58 12.80 9.74 8.45
Net - 2.19 - 2.19 12.52 9.66 11.86 12.04 8.98 7.69
R1000V - 2.83 - 2.83 6.95 7.87 10.78 10.99 7.77 6.73
R1000V = Russell 1000® Value Index; Inception Date: 4/1/1999
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 2.06 21.05 15.13 - 2.28 13.22 33.09 16.05 6.97 12.45 22.29 - 31.26
Net - 2.19 20.40 14.50 - 2.98 12.39 32.12 15.20 6.17 11.62 21.39 - 31.79
R1000V - 2.83 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 - 2.71 - 2.71 11.77 5.91 11.04 11.17 9.48 9.78
Net - 2.89 - 2.89 11.00 5.18 10.27 10.40 8.72 9.03
R1000V - 2.83 - 2.83 6.95 7.87 10.78 10.99 7.77 7.87
R1000V = Russell 1000® Value Index; Inception Date: 10/1/2004
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 2.71 17.98 16.25 - 9.85 11.35 40.97 22.39 - 5.08 13.99 29.83 - 30.33
Net - 2.89 17.17 15.45 - 10.48 10.58 40.02 21.56 - 5.74 13.21 28.94 - 30.83
R1000V - 2.83 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 - 2.68 - 2.68 16.50 7.90 13.15 14.05 11.54 10.27
Net - 2.84 - 2.84 15.75 7.15 12.35 13.23 10.73 9.47
R1000V - 2.83 - 2.83 6.95 7.87 10.78 10.99 7.77 6.00
R1000V = Russell 1000® Value Index; Inception Date: 1/1/2007
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 2.68 22.73 10.95 - 2.93 11.80 47.50 17.58 8.84 13.36 29.73 - 30.67
Net - 2.84 21.95 10.16 - 3.66 10.98 46.44 16.72 8.03 12.53 28.78 - 31.21
R1000V - 2.83 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 - 3.24 - 3.24 17.90 6.56 12.34 13.80 - 11.57
Net - 3.50 - 3.50 16.69 5.46 11.18 12.63 - 10.42
R1000V - 2.83 - 2.83 6.95 7.87 10.78 10.99 - 8.58
R1000V = Russell 1000® Value Index; Inception Date: 7/1/2008
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 3.24 23.94 8.30 - 4.27 10.15 50.00 19.12 9.49 11.47 25.41 - 22.30
Net - 3.50 22.68 7.18 - 5.27 9.01 48.49 17.90 8.36 10.32 24.13 - 22.72
R1000V - 2.83 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 - 1.34 - 1.34 7.58 10.32 13.01 12.22 9.81 11.72
Net - 1.54 - 1.54 6.74 9.45 12.12 11.34 8.94 10.84
R2000V - 2.64 - 2.64 5.13 7.86 9.95 9.41 8.61 10.68
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1988
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 1.34 7.43 32.88 - 2.25 7.22 41.36 17.37 - 1.75 25.05 16.19 - 30.18
Net - 1.54 6.58 31.85 - 3.03 6.37 40.26 16.45 - 2.54 24.07 15.28 - 30.75
R2000V - 2.64 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 - 3.49 - 3.49 13.92 7.21 8.58 9.39 10.50 12.35
Net - 3.73 - 3.73 12.80 6.14 7.51 8.31 9.41 11.25
R2000V - 2.64 - 2.64 5.13 7.86 9.95 9.41 8.61 9.73
R2000V = Russell 2000® Value Index; Inception Date: 10/1/1996
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 3.49 16.04 25.61 - 12.06 2.29 33.52 18.21 0.22 23.82 41.56 - 29.51
Net - 3.73 14.90 24.38 - 12.95 1.27 32.23 17.05 - 0.78 22.62 40.20 - 30.23
R2000V - 2.64 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 - 1.56 - 1.56 9.91 9.59 12.86 12.11 10.50 11.13
Net - 1.75 - 1.75 9.04 8.72 11.97 11.23 9.63 10.31
R2500V - 2.65 - 2.65 5.72 7.26 9.87 9.94 9.34 10.04
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 1.56 13.64 21.58 0.67 7.55 42.33 15.06 0.83 21.91 22.62 - 28.53
Net - 1.75 12.75 20.63 - 0.13 6.70 41.24 14.16 0.03 20.96 21.66 - 29.11
R2500V - 2.65 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 - 2.67 - 2.67 15.19 8.69 9.95 9.95 9.31 11.73
Net - 2.89 - 2.89 14.17 7.73 8.97 8.97 8.34 10.71
R2500V - 2.65 - 2.65 5.72 7.26 9.87 9.94 9.34 10.37
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 2.67 17.72 26.61 - 10.18 2.69 35.48 18.65 - 2.21 21.60 30.34 - 35.30
Net - 2.89 16.69 25.50 - 10.99 1.77 34.30 17.60 - 3.08 20.53 29.19 - 35.93
R2500V - 2.65 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 - 4.04 - 4.04 9.50 15.30 15.19 - - 15.91
Net - 4.35 - 4.35 8.15 13.89 13.78 - - 14.49
RMICV 0.45 0.45 12.74 10.43 12.30 - - 12.98
RMICV = Russell Microcap® Value Index; Inception Date: 3/1/2013
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 4.04 17.87 35.42 0.42 3.26 33.47 - - - - -
Net - 4.35 16.43 33.78 - 0.83 1.98 32.13 - - - - -
RMICV 0.45 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 0.09 0.09 14.44 9.73 9.30 - - 8.72
Net - 0.09 - 0.09 13.60 8.91 8.49 - - 7.92
RGXUSN - 1.02 - 1.02 17.02 6.84 6.44 - - 6.84
RGXUSN = Russell Global Ex-U.S. Index (Net); Inception Date: 1/1/2013
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 0.09 28.44 12.03 - 6.84 2.38 12.92 - - - - -
Net - 0.09 27.50 11.20 - 7.54 1.62 12.08 - - - - -
RGXUSN - 1.02 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 - 1.23 - 1.23 16.95 10.40 11.59 - - 12.08
Net - 1.42 - 1.42 16.09 9.59 10.77 - - 11.25
RGN - 0.89 - 0.89 15.00 8.27 9.38 - - 10.31
RGN = Russell Global Index (Net); Inception Date: 1/1/2013
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 1.23 29.50 16.62 - 9.91 7.54 25.90 - - - - -
Net - 1.42 28.55 15.76 - 10.59 6.75 24.98 - - - - -
RGN - 0.89 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 - 1.17 - 1.17 16.12 8.12 11.10 9.01 - 12.34
Net - 1.40 - 1.40 15.04 7.11 10.06 7.99 - 11.29
MSCIWN - 1.28 - 1.28 13.59 7.96 9.70 8.64 - 11.43
MSCIWN = MSCI World Index (Net); Inception Date: 1/1/2009
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 1.17 23.98 7.16 - 1.44 5.84 32.71 14.57 - 6.34 14.32 31.62 -
Net - 1.40 22.83 6.16 - 2.37 4.85 31.49 13.50 - 7.23 13.25 30.41 -
MSCIWN - 1.28 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 - 2.05 - 2.05 10.69 9.33 14.64 14.21 - 15.15
Net - 2.24 - 2.24 9.88 8.52 13.79 13.37 - 14.31
RMIDV - 2.50 - 2.50 6.50 7.22 11.10 11.20 - 11.90
RMIDV = Russell Midcap® Value Index; Inception Date: 1/1/2011
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 2.05 18.39 22.01 - 5.92 15.52 48.85 17.14 3.78 - - -
Net - 2.24 17.52 21.11 - 6.62 14.67 47.78 16.28 3.01 - - -
RMIDV - 2.50 13.34 20.00 - 4.78 14.75 33.46 18.51 - 1.38 - - -
RMIDV = Russell Midcap® Value Index; Inception Date: 1/1/2011