Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGEX (BrandywineGLOBAL – Small Cap Value Fund – Class C) | NA | 18.71% | NA | NA | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 09/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGEX (BrandywineGLOBAL – Small Cap Value Fund – Class C) | 09/01/2022 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 18.71 | NA | NA | NA | NA | NA | … | … | 5.28 | 20.14 | 0.78 |
| Sharpe Ratio | NA | 0.54 | NA | NA | NA | NA | NA | … | … | -0.05 | 0.74 | -0.01 |
| Standard Deviation(%) | NA | 20.79 | NA | NA | NA | NA | NA | … | … | 20.52 | 21.61 | 32.99 |
| Draw Down(%) | NA | 10.37 | NA | NA | NA | NA | NA | … | … | 10.37 | 19.03 | 14.61 |
| Yield(%) | 0.00 | 1.37 | 0.79 | 0.47 | 0.24 | 0.16 | 0.12 | … | … | 0.00 | 1.66 | 0.70 |
Data as of 11/25/2024, Common starting date is 09/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGEX (BrandywineGLOBAL – Small Cap Value Fund – Class C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGEX (BrandywineGLOBAL – Small Cap Value Fund – Class C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart