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Performance analysis of USFI (BrandywineGLOBAL - U.S. Fixed Income ETF)

Annual Return

Since Jul 27, 2023, USFI has had an average annual return of +4.25%, underperforming the benchmark SPY, which returned +21.39% annual.

2026202520242023
+1.20%+6.96%+1.10%+2.89%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.08%+0.73%-0.45%-0.02%+0.79%+0.07%+1.20%
2025+0.34%+1.49%+0.58%+0.32%-0.70%+1.80%-0.25%+0.88%+1.59%+0.52%+0.67%-0.45%+6.96%
2024-0.41%-2.11%+0.86%-4.07%+2.36%+1.28%+3.62%+1.84%+1.73%-2.76%+1.08%-2.02%+1.10%
2023+0.55%-1.08%-4.16%-2.64%+6.14%+4.46%+2.89%

Drawdown analysis of USFI (BrandywineGLOBAL - U.S. Fixed Income ETF)

The maximum drawdown for the USFI was -8.46%, occurring on Oct 19, 2023. Recovery took 38 trading sessions.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.46%Jul 31, 202357Oct 19, 202338Dec 13, 202395
-6.38%Dec 27, 202382Apr 25, 202466Jul 31, 2024148
-5.67%Sep 16, 202481Jan 13, 2025161Sep 4, 2025242
-2.09%Aug 5, 20243Aug 8, 202418Sep 4, 202421
-1.07%Sep 11, 202511Sep 26, 202514Oct 16, 202525
-0.91%Nov 26, 20258Dec 9, 202545Feb 13, 202653
-0.90%Oct 22, 202510Nov 5, 202514Nov 25, 202524
-0.80%Feb 27, 202620Mar 27, 202631May 12, 202651
-0.55%May 12, 20265May 19, 20264May 26, 20269
-0.42%Dec 14, 20232Dec 18, 20232Dec 20, 20234
-0.41%Sep 8, 20251Sep 9, 20252Sep 11, 20253
-0.32%Dec 20, 20232Dec 22, 20232Dec 27, 20234
-0.31%Sep 10, 20242Sep 12, 20242Sep 16, 20244
-0.13%Oct 16, 20251Oct 17, 20251Oct 20, 20252
-0.06%Feb 13, 20262Feb 18, 20263Feb 23, 20265
-0.03%May 29, 20261Jun 1, 20261Jun 2, 20262