Large Cap Equity | Performance | Brandywine GLOBAL

Large Cap 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