Brandywine GLOBAL - Performance
Small Mid Cap Value Equity All Data as of 12/31/2016
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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 13.02 21.58 21.58 9.59 16.59 14.93 7.89 11.25
Net 12.81 20.63 20.63 8.72 15.67 14.02 7.04 10.43
R2500V 9.34 25.20 25.20 8.21 15.02 13.51 6.94 10.32
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Gross 21.58 0.67 7.55 42.33 15.06 0.83 21.91 22.62 - 28.53 - 7.91
Net 20.63 - 0.13 6.70 41.24 14.16 0.03 20.96 21.66 - 29.11 - 8.65
R2500V 25.20 - 5.49 7.11 33.32 19.21 - 3.36 24.82 27.67 - 31.99 - 7.27
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
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 12.28 26.61 26.61 5.30 13.41 12.15 6.72 11.75
Net 12.04 25.50 25.50 4.37 12.41 11.15 5.76 10.72
R2500V 9.34 25.20 25.20 8.21 15.02 13.51 6.94 10.65
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996
2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Gross 26.61 - 10.18 2.69 35.48 18.65 - 2.21 21.60 30.34 - 35.30 1.87
Net 25.50 - 10.99 1.77 34.30 17.60 - 3.08 20.53 29.19 - 35.93 0.91
R2500V 25.20 - 5.49 7.11 33.32 19.21 - 3.36 24.82 27.67 - 31.99 - 7.27
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996