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BrandywineGLOBAL Div US Large Value C (LBWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.01-0.11 (-0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.93%
5-year average return8.85%
Number of years up9
Number of years down4
Best 1-yr total return (4 July 2024)30.52%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return30.52%
Worst 3-yr total return3.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLBWCXCategory
YTD8.68%4.44%
1-month-1.18%-4.04%
3-month-2.61%4.09%
1-year15.36%14.37%
3-year6.07%6.04%
5-year9.30%9.20%
10-year7.94%8.57%
Last bull market24.92%22.97%
Last bear market-10.88%-11.27%

Annual total return (%) history

Year
LBWCXCategory
2024
N/AN/A
2023
6.32%11.63%
2022
-2.66%-5.90%
2021
28.48%26.22%
2020
-1.51%2.91%
2019
24.08%25.04%
2018
-9.92%-8.53%
2017
18.83%15.94%
2016
12.96%14.81%
2015
-4.14%-4.05%
2014
11.17%10.21%
2013
30.52%31.21%
2012
13.87%14.57%
2011
4.62%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.60%-2.61%N/AN/A
2023-1.60%1.80%-1.31%7.55%
20220.29%-10.88%-5.91%15.76%
202114.82%5.48%-0.65%6.77%
2020-27.23%14.02%4.14%13.98%
201910.64%2.36%0.79%8.71%
2018-2.57%0.10%6.81%-13.52%
20174.33%2.05%4.47%6.82%
20160.00%1.43%3.49%7.61%
2015-1.13%0.73%-8.18%4.83%
20142.06%3.88%0.65%4.19%
201310.58%2.50%4.29%10.42%
201210.64%-1.94%5.33%-0.36%
20116.78%0.69%-13.85%12.95%
20108.50%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month78
3-month74
1-year42
3-year59
5-year62

Load adjusted returns

1-year14.36%
3-year6.07%
5-year9.30%
10-year7.94%