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

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh4 star
5-YearAbove AverageHigh2 star
10-Year*Above AverageHigh3 star
Overall*Above AverageHigh3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Legg Mason Royce US Small Cap Opportunity Fund Class X US$ Accumulating
  • Russell 2000 TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev26.16 %
3-Yr Mean Return19.69 %
 
3-Yr Sharpe Ratio0.68
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Russell 2000 TR USD  MSCI USA Small Cap NR USD
3-Yr Beta1.181.21
3-Yr Alpha6.945.24
 
Advertisement
* 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)