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BrandywineGLOBAL Div US Large Value I (LBWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.41-0.02 (-0.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.09%
5-year average return9.85%
Number of years up9
Number of years down4
Best 1-yr total return (2 Jul 2024)31.79%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.79%
Worst 3-yr total return4.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLBWIXCategory
YTD9.25%4.44%
1-month-1.11%-4.04%
3-month-2.39%4.09%
1-year16.60%14.37%
3-year7.14%6.04%
5-year10.22%9.20%
10-year8.97%8.57%
Last bull market25.49%22.97%
Last bear market-10.67%-11.27%

Annual total return (%) history

Year
LBWIXCategory
2024
N/AN/A
2023
7.39%11.63%
2022
-1.62%-5.90%
2021
29.79%26.22%
2020
-1.45%2.91%
2019
25.63%25.04%
2018
-9.00%-8.53%
2017
19.99%15.94%
2016
14.18%14.81%
2015
-3.11%-4.05%
2014
12.31%10.21%
2013
31.79%31.21%
2012
15.10%14.57%
2011
5.78%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.92%-2.39%N/AN/A
2023-1.35%2.00%-1.01%7.82%
20220.59%-10.67%-5.70%16.10%
202115.16%5.76%-0.42%7.00%
2020-27.39%14.16%4.11%14.19%
201910.95%2.78%1.07%9.00%
2018-2.30%0.34%7.10%-13.33%
20174.57%2.29%4.72%7.13%
20160.23%1.70%3.84%7.88%
2015-0.87%0.99%-7.91%5.11%
20142.27%4.19%0.89%4.47%
201310.83%2.73%4.61%10.65%
201210.93%-1.67%5.63%-0.10%
20117.09%0.97%-13.59%13.23%
20108.77%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month74
3-month70
1-year34
3-year39
5-year43

Load adjusted returns

1-year16.60%
3-year7.14%
5-year10.22%
10-year8.97%