Legg Mason Royce US Small Cap Opportunity Fund Class X US$ Accumulating

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Growth Of 1000 (GBP) 31/07/2022
Fund:  Legg Mason Royce US Small Cap Opportunity Fund Class X US$ Accumulating
Category:  US Small-Cap Equity
Category Index:  Russell 2000 TR USD
Growth of 1,000 GBP
Annual Returns (GBP)31/07/2022
Price Return-8.1054.8311.19-15.8323.1721.7930.70-3.94
+/- Category-8.3513.544.01-11.151.93-1.7311.855.19
+/- Category Index-9.2210.136.47-10.352.495.5314.821.93
% Rank in Category90422953442629
Trailing Returns (GBP)12/08/2022
   Total Returns   +/- Category   +/- Category Index
1 Day2.80   1.64-0.22
1 Week4.45   1.39-0.02
1 Month15.90   4.571.30
3 Months12.76   -1.97-4.68
6 Months10.20   4.26-2.09
YTD2.24   5.841.07
1 Year5.90   5.042.04
3 Years Annualised19.97   8.848.18
5 Years Annualised13.57   2.302.70
10 Years Annualised*15.13   1.091.07
Quarterly Returns (GBP)31/07/2022
 Quarter 1Quarter 2Quarter 3Quarter 4
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1830 Jun 1930 Jun 2030 Jun 2130 Jun 22
* This share class has performance data calculated prior to the inception date, 2013-02-25. This is based upon a simulated/extended track record, using the track record of Legg Mason RY US SmCp Opp A USD Dis(A) (ISIN: IE0031619046), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)