Legg Mason Royce US Small Cap Opportunity Fund Class A US$ Distributing (A)

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Growth Of 1000 (GBP) 30/09/2021
Fund:  Legg Mason Royce US Small Cap Opportunity Fund Class A US$ Distributing (A)
Category:  US Small-Cap Equity
Category Index:  Russell 2000 TR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2021
 201420152016201720182019202030/09
Price Return3.91-8.7953.6710.36-16.4622.2420.8723.69
+/- Category-5.12-9.0412.383.18-11.781.01-2.657.84
+/- Category Index-7.51-9.918.975.64-10.971.574.629.73
% Rank in Category91947259739438
Trailing Returns (GBP)22/10/2021
   Total Returns   +/- Category   +/- Category Index
1 Day-0.03   -0.64-0.16
1 Week0.66   -0.36-0.45
1 Month2.62   -0.520.21
3 Months1.59   -2.99-2.73
6 Months2.64   -1.79-1.04
YTD24.58   7.258.57
1 Year50.83   16.8915.87
3 Years Annualised16.41   0.893.04
5 Years Annualised13.57   0.211.38
10 Years Annualised15.46   -0.31-0.14
 
Quarterly Returns (GBP)30/09/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
202123.004.31-3.60-
2020-33.8331.985.8030.82
201911.643.463.762.00
2018-6.3712.472.47-22.58
20172.97-1.656.002.81
20164.989.3115.6415.80
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
24.3110.94-7.21-5.7661.82
 
 
 
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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)