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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
LBWCXCategory average
5 years
LBWCXCategory average
10 years
LBWCXCategory average
Alpha
-2.4-0.01
-3.91-0.03
-3.82-0.03
BETA
0.810.01
0.910.01
0.950.01
Mean annual return
0.610.01
0.890.01
0.740.01
R-squared
72.710.78
78.330.83
83.070.84
Standard deviation
16.950.17
18.620.19
15.950.16
Sharpe ratio
0.230
0.450
0.460.01
Treynor ratio
3.240.04
7.640.07
6.650.08