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BrandywineGLOBAL Div US Large Value IS (LBISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.42-0.02 (-0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.14%
5-Year Average Return9.96%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)31.83%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return31.83%
Worst 3-Yr Total Return4.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLBISXCategory
YTD9.30%4.44%
1-Month-1.06%-4.04%
3-Month-2.34%4.09%
1-Year16.71%14.37%
3-Year7.26%6.04%
5-Year10.34%9.20%
10-Year9.08%8.57%
Last Bull Market25.54%22.97%
Last Bear Market-10.62%-11.27%

Annual Total Return (%) History

Year
LBISXCategory
2024
N/AN/A
2023
7.50%11.63%
2022
-1.51%-5.90%
2021
29.97%26.22%
2020
-1.34%2.91%
2019
25.76%25.04%
2018
-8.90%-8.53%
2017
20.13%15.94%
2016
14.27%14.81%
2015
-3.07%-4.05%
2014
12.38%10.21%
2013
31.83%31.21%
2012
15.09%14.57%
2011
5.97%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.92%-2.34%N/AN/A
2023-1.35%2.05%-1.01%7.87%
20220.59%-10.62%-5.70%16.16%
202115.23%5.76%-0.37%7.04%
2020-27.35%14.16%4.18%14.18%
201911.00%2.78%1.12%9.01%
2018-2.25%0.34%7.14%-13.31%
20174.62%2.28%4.76%7.15%
20160.28%1.70%3.84%7.91%
2015-0.87%0.99%-7.86%5.09%
20142.33%4.18%0.84%4.53%
201310.83%2.73%4.61%10.68%
201210.93%-1.67%5.63%-0.11%
20117.17%0.97%-13.59%13.34%
20108.80%N/AN/AN/A

Rank In Category (By Total Return)

YTD23
1-Month72
3-Month69
1-Year33
3-Year38
5-Year41

Load Adjusted Returns

1-Year16.71%
3-Year7.26%
5-Year10.34%
10-Year9.08%