Diversified Value Equity Introduction | Brandywine GLOBAL

Small Mid Cap Value Equity All Data as of 3/31/2017

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Small Mid Cap Value 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 1.79 1.79 22.00 9.14 14.85 13.98 7.72 11.19
Net 1.59 1.59 21.05 8.28 13.95 13.08 6.87 10.37
R2500V 1.62 1.62 23.13 7.55 12.91 12.30 6.78 10.27
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1998
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross 1.79 21.58 0.67 7.55 42.33 15.06 0.83 21.91 22.62 - 28.53
Net 1.59 20.63 - 0.13 6.70 41.24 14.16 0.03 20.96 21.66 - 29.11
R2500V 1.62 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 - 0.53 - 0.53 18.08 4.53 10.72 10.82 6.12 11.57
Net - 0.75 - 0.75 17.04 3.60 9.74 9.84 5.17 10.55
R2500V 1.62 1.62 23.13 7.55 12.91 12.30 6.78 10.60
R2500V = Russell 2500™ Value Index; Inception Date: 10/1/1996
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Gross - 0.53 26.61 - 10.18 2.69 35.48 18.65 - 2.21 21.60 30.34 - 35.30
Net - 0.75 25.50 - 10.99 1.77 34.30 17.60 - 3.08 20.53 29.19 - 35.93
R2500V 1.62 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