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BrandywineGLOBAL Div US Large Value A (LBWAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.41+0.11 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.09%
5-year average return9.89%
Number of years up9
Number of years down4
Best 1-yr total return (27 Jun 2024)31.53%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.53%
Worst 3-yr total return3.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLBWAXCategory
YTD10.32%4.44%
1-month3.10%-4.04%
3-month5.15%4.09%
1-year25.33%14.37%
3-year6.60%6.04%
5-year11.67%9.20%
10-year8.97%8.57%
Last bull market25.31%22.97%
Last bear market-10.67%-11.27%

Annual total return (%) history

Year
LBWAXCategory
2024
N/AN/A
2023
7.09%11.63%
2022
-1.91%-5.90%
2021
29.33%26.22%
2020
-1.72%2.91%
2019
25.31%25.04%
2018
-9.26%-8.53%
2017
19.65%15.94%
2016
13.83%14.81%
2015
-3.41%-4.05%
2014
12.00%10.21%
2013
31.53%31.21%
2012
14.76%14.57%
2011
5.43%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.81%N/AN/AN/A
2023-1.46%2.00%-1.12%7.76%
20220.49%-10.67%-5.81%16.03%
202115.05%5.67%-0.50%6.91%
2020-27.44%14.10%4.00%14.15%
201910.88%2.73%1.02%8.90%
2018-2.35%0.29%7.00%-13.41%
20174.51%2.23%4.67%6.99%
20160.17%1.64%3.73%7.78%
2015-0.93%0.94%-7.98%4.97%
20142.17%4.14%0.79%4.44%
201310.76%2.67%4.50%10.69%
201210.83%-1.74%5.56%-0.18%
20117.00%0.90%-13.65%13.10%
20108.72%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month48
3-month25
1-year29
3-year45
5-year44

Load adjusted returns

1-year18.44%
3-year4.61%
5-year10.42%
10-year8.36%