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A SHARPE-EYED LOOK AT RISK VS. RETURN IN STOCK FUNDS

U.S. Small Cap THREE-YEAR ONE-YEAR Return/ Annualized Return/ Total Assets top 10 unit of risk return unit of…

U.S. Small Cap

THREE-YEAR ONE-YEAR

Return/ Annualized Return/ Total Assets

top 10 unit of risk return unit of risk return in millions

Royce Total Return 3.48 25.71 3.24 28.97 136.3

Longleaf Partners SmallCap 3.30 29.59 3.54 35.69 1,082.0

Mutual Discovery Z

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