Brandywine GLOBAL - Performance
Large Cap Value Equity All Data as of 12/31/2016
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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 8.11 15.13 15.13 8.39 14.47 13.08 7.34 8.03
Net 7.97 14.50 14.50 7.67 13.68 12.29 6.57 7.26
R1000V 6.68 17.34 17.34 8.58 14.78 12.71 5.72 6.62
R1000V = Russell 1000® Value Index; Inception Date: 4/1/1999
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Gross 15.13 - 2.28 13.22 33.09 16.05 6.97 12.45 22.29 - 31.26 2.15
Net 14.50 - 2.98 12.39 32.12 15.20 6.17 11.62 21.39 - 31.79 1.39
R1000V 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 36.85 - 0.17
R1000V = Russell 1000® Value Index; Inception Date: 4/1/1999
Classic Large Cap Value
Classic Large Cap Value
QTD YTD 1 Year 3 Year 5 Year 7 Year 10 Year Since Inception
Gross 11.25 16.25 16.25 5.28 15.01 11.76 7.77 9.59
Net 11.06 15.45 15.45 4.55 14.22 10.99 7.03 8.83
R1000V 6.68 17.34 17.34 8.58 14.78 12.71 5.72 7.83
R1000V = Russell 1000® Value Index; Inception Date: 10/1/2004
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Gross 16.25 - 9.85 11.35 40.97 22.39 - 5.08 13.99 29.83 - 30.33 7.37
Net 15.45 - 10.48 10.58 40.02 21.56 - 5.74 13.21 28.94 - 30.83 6.63
R1000V 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 36.85 - 0.17
R1000V = Russell 1000® Value Index; Inception Date: 10/1/2004
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 5.44 10.94 10.94 6.38 15.85 14.47 9.66 9.66
Net 5.25 10.12 10.12 5.59 15.00 13.62 8.84 8.84
R1000V 6.68 17.34 17.34 8.58 14.78 12.71 5.72 5.72
R1000V = Russell 1000® Value Index; Inception Date: 1/1/2007
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Gross 10.94 - 2.93 11.80 47.50 17.58 8.84 13.36 29.73 - 30.67 8.56
Net 10.12 - 3.66 10.98 46.44 16.72 8.03 12.53 28.78 - 31.21 7.75
R1000V 17.34 - 3.83 13.45 32.53 17.51 0.39 15.51 19.69 - 36.85 - 0.17
R1000V = Russell 1000® Value Index; Inception Date: 1/1/2007
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 5.75 8.30 8.30 4.52 15.31 13.91 - 10.98
Net 5.47 7.18 7.18 3.44 14.13 12.74 - 9.84
R1000V 6.68 17.34 17.34 8.58 14.78 12.71 - 8.63
R1000V = Russell 1000® Value Index; Inception Date: 7/1/2008
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Gross 8.30 - 4.27 10.15 50.00 19.12 9.49 11.47 25.41 - 22.30 -
Net 7.18 - 5.27 9.01 48.49 17.90 8.36 10.32 24.13 - 22.72 -
R1000V 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