Performance analysis of BWG (BrandywineGLOBAL - Global Income Opportunities Fund)
Annual Return
Over the past 3 years, BWG has had an average annual return of +13.65%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BWG has had an average annual return of +2.15%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BWG has had an average annual return of +5.16%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 28, 2012, BWG has had an average annual return of +3.18%, underperforming the benchmark SPY, which returned +14.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.05% | +17.36% | +7.27% | +15.96% | -21.53% | +1.35% | +6.32% | +30.59% | -12.15% | +17.15% | +12.98% | -20.76% |
| 2014 | 2013 | 2012 | |||||||||
| +7.92% | -8.36% | +6.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.99% | -1.65% | -6.84% | +5.34% | +1.03% | -0.37% | +0.05% | ||||||
| 2025 | +4.25% | +3.76% | -0.71% | -1.76% | +0.75% | +3.60% | +2.06% | +3.59% | +1.61% | -1.40% | -0.81% | +1.43% | +17.36% |
| 2024 | +1.50% | +0.84% | +2.02% | -5.66% | +4.38% | +1.82% | +4.98% | +2.21% | +2.53% | -3.86% | +1.20% | -4.28% | +7.27% |
| 2023 | +5.54% | -3.20% | -1.33% | -0.63% | -1.91% | +6.85% | +4.48% | -1.91% | -6.10% | -5.32% | +13.17% | +7.12% | +15.96% |
| 2022 | -2.90% | -6.76% | -2.10% | -7.25% | -1.90% | -5.78% | +6.19% | -1.29% | -10.94% | +3.97% | +6.01% | +0.37% | -21.53% |
| 2021 | -0.28% | -0.22% | -1.14% | +2.08% | +2.38% | +2.01% | -0.08% | +2.08% | -0.78% | -1.68% | -3.38% | +0.52% | +1.35% |
| 2020 | +2.30% | -0.42% | -17.03% | +6.65% | +6.66% | -1.95% | +9.20% | -0.72% | -6.42% | -3.75% | +8.82% | +6.15% | +6.32% |
| 2019 | +9.39% | -1.04% | +0.82% | -0.52% | +1.19% | +6.42% | +2.40% | +0.10% | +2.15% | +2.61% | -0.21% | +4.18% | +30.59% |
| 2018 | +3.81% | -1.93% | +0.91% | -1.35% | -6.20% | -2.50% | +1.29% | -0.73% | -2.87% | -4.99% | +0.16% | +1.96% | -12.15% |
| 2017 | +4.82% | +3.02% | +2.23% | +2.59% | +1.77% | +1.21% | +3.55% | +0.38% | -0.30% | -2.62% | -1.08% | +0.59% | +17.15% |
Drawdown analysis of BWG (BrandywineGLOBAL - Global Income Opportunities Fund)
The maximum drawdown for the BWG was -35.46%, occurring on Jan 20, 2016. Recovery took 503 trading sessions.
The current BWG drawdown is -4.09%.
Since Mar 28, 2012 BWG has experienced the following drawdowns:
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.46% | May 9, 2013 | 679 | Jan 20, 2016 | 503 | Jan 18, 2018 | 1182 |
| -34.27% | Feb 20, 2020 | 19 | Mar 18, 2020 | 218 | Jan 28, 2021 | 237 |
| -34.11% | Sep 3, 2021 | 282 | Oct 18, 2022 | 675 | Jun 30, 2025 | 957 |
| -18.97% | Jan 25, 2018 | 193 | Oct 30, 2018 | 188 | Aug 1, 2019 | 381 |
| -13.69% | May 7, 2012 | 19 | Jun 4, 2012 | 44 | Aug 6, 2012 | 63 |
| -12.02% | Feb 11, 2026 | 32 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -5.70% | Sep 17, 2025 | 46 | Nov 20, 2025 | 45 | Jan 28, 2026 | 91 |
| -4.94% | Feb 17, 2021 | 13 | Mar 8, 2021 | 57 | May 27, 2021 | 70 |
| -4.71% | Feb 11, 2013 | 29 | Mar 25, 2013 | 10 | Apr 9, 2013 | 39 |
| -4.44% | Aug 7, 2012 | 12 | Aug 23, 2012 | 9 | Sep 6, 2012 | 21 |
| -4.37% | Nov 12, 2012 | 2 | Nov 14, 2012 | 18 | Dec 11, 2012 | 20 |
| -3.10% | Jun 9, 2021 | 7 | Jun 18, 2021 | 50 | Aug 30, 2021 | 57 |
| -3.09% | Oct 23, 2012 | 4 | Oct 31, 2012 | 7 | Nov 9, 2012 | 11 |
| -2.00% | Jul 9, 2025 | 11 | Jul 24, 2025 | 7 | Aug 4, 2025 | 18 |
| -1.80% | Aug 16, 2019 | 11 | Sep 3, 2019 | 15 | Sep 24, 2019 | 26 |
| -1.75% | Jan 28, 2021 | 1 | Jan 29, 2021 | 7 | Feb 9, 2021 | 8 |
| -1.57% | Sep 7, 2012 | 12 | Sep 25, 2012 | 3 | Sep 28, 2012 | 15 |
| -1.48% | Jan 2, 2020 | 3 | Jan 7, 2020 | 6 | Jan 15, 2020 | 9 |
| -1.32% | Nov 8, 2019 | 9 | Nov 21, 2019 | 11 | Dec 9, 2019 | 20 |
| -1.31% | Jan 14, 2013 | 11 | Jan 30, 2013 | 2 | Feb 1, 2013 | 13 |
| -1.26% | Apr 17, 2013 | 2 | Apr 19, 2013 | 4 | Apr 25, 2013 | 6 |
| -1.16% | Aug 1, 2019 | 3 | Aug 6, 2019 | 6 | Aug 14, 2019 | 9 |
| -1.05% | Dec 12, 2012 | 3 | Dec 17, 2012 | 6 | Dec 26, 2012 | 9 |
| -0.97% | Oct 25, 2019 | 2 | Oct 29, 2019 | 3 | Nov 1, 2019 | 5 |
| -0.97% | Jan 18, 2018 | 3 | Jan 23, 2018 | 2 | Jan 25, 2018 | 5 |