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BrandywineGLOBAL Dyn US Large Cap Val R (LMBHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.74+0.22 (+1.95%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-14.75%
5-Year Average Return7.35%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Oct 16, 2022)28.30%
Worst 1 Yr Total Return (Oct 16, 2022)N/A
Best 3-Yr Total Return28.30%
Worst 3-Yr Total Return6.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLMBHXCategory
YTD-14.75%4.44%
1-Month-3.06%-4.04%
3-Month-2.33%4.09%
1-Year-13.22%14.37%
3-Year8.37%6.04%
5-Year7.35%9.20%
10-Year0.00%8.57%
Last Bull Market49.61%22.97%
Last Bear Market-12.44%-11.27%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD68
1-Month24
3-Month26
1-Year85
3-Year21
5-Year30

Load Adjusted Returns

1-Year-13.69%
3-Year7.06%
5-Year6.75%
10-YearN/A