Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BGHAX (BrandywineGLOBAL - High Yield Fund Class A) | 1.21% | 5.92% | 8.15% | 5.58% | NA | NA | NA | 4.52% |
Data as of 07/30/2025, AR inception is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BGHAX (BrandywineGLOBAL - High Yield Fund Class A) | 12/31/2015 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.92 | 8.15 | 5.58 | NA | NA | NA | 4.52 | 1.21 | 9.58 | 14.75 | -9.73 | 5.14 | 13.41 | 7.83 | -5.11 | 1.13 | 5.03 | 0.00 |
| Sharpe Ratio | NA | 0.76 | 1.24 | 0.84 | NA | NA | NA | 0.58 | -0.16 | 1.93 | 2.51 | -1.70 | 2.37 | 1.50 | 2.14 | -2.35 | 0.14 | 0.94 | NA |
| Standard Deviation(%) | NA | 3.90 | 4.46 | 4.36 | NA | NA | NA | 4.80 | 4.41 | 3.08 | 4.45 | 6.60 | 2.16 | 8.73 | 2.98 | 2.77 | 3.32 | 5.11 | 0.00 |
| Draw Down(%) | NA | 4.65 | 6.90 | 13.71 | NA | NA | NA | 17.95 | 4.65 | 1.67 | 3.66 | 13.71 | 1.58 | 17.95 | 1.44 | 6.50 | 3.15 | 5.52 | 0.00 |
| Yield(%) | 0.00 | 6.55 | 6.68 | 7.03 | 4.13 | 2.75 | 2.07 | 4.59 | 2.83 | 7.27 | 7.04 | 5.05 | 7.97 | 9.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 12/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHAX (BrandywineGLOBAL - High Yield Fund Class A) |
-3.45%
Mar 2017 - Mar 2020 |
0.62%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BGHAX (BrandywineGLOBAL - High Yield Fund Class A) |
9.96%
Jun 2022 - Jun 2025 |
8.85%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart