Find A Portfolio/Ticker
Comparison Box
RMCFX: Royce Micro-Cap Svc (MUTUAL FUND)
Basic Info 9.68 0.02(0.21%) March 30
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/30/2002 |
Last Dividend Date: | 12/15/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.66% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/24/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.8 | 0.9 | -13.7 | 22.9 | 6.9 | 5.6 | 5.3 | 8.4 | -22.9 | 30.6 | 24.3 | 21.2 | -9.0 | 5.2 | 19.6 | -13.4 | -4.2 | 21.2 | 7.8 | -12.2 | 29.8 | 55.5 | -41.0 | 6.9 | 22.0 | 11.4 | 15.7 | 52.4 | 0.0 |
SR | NA | -0.41 | -0.63 | 0.88 | 0.22 | 0.22 | NA | 0.36 | -0.91 | 1.37 | 0.59 | 1.3 | -0.66 | 0.4 | 1.14 | -0.87 | -0.27 | 1.65 | 0.47 | -0.44 | 1.46 | 1.99 | -1.24 | 0.28 | 1.43 | 0.86 | 1.14 | 3.7 | -0.09 |
DD(%) | NA | 13.6 | 24.2 | 35.6 | 44.7 | 44.7 | NA | 56.8 | 32.3 | 12.2 | 43.0 | 13.3 | 26.2 | 7.9 | 14.8 | 19.6 | 15.5 | 8.1 | 16.0 | 30.4 | 14.6 | 25.8 | 52.7 | 10.9 | 13.0 | 10.7 | 15.3 | 14.0 | 0.4 |
SD(%) | NA | 22.4 | 25.8 | 26.5 | 26.0 | 21.1 | NA | 20.8 | 26.8 | 22.4 | 40.3 | 15.3 | 15.6 | 11.6 | 17.0 | 15.3 | 15.6 | 12.9 | 16.4 | 27.8 | 20.4 | 27.9 | 33.7 | 14.2 | 13.1 | 10.7 | 13.0 | 14.0 | 8.9 |
TR | NA | -0.09 | -0.18 | 0.24 | 0.06 | 0.05 | NA | 0.09 | -0.26 | 0.27 | 0.25 | 0.21 | -0.12 | 0.04 | 0.2 | -0.15 | -0.04 | 0.25 | 0.08 | -0.14 | 0.36 | 0.74 | -0.58 | 0.05 | 0.24 | 0.14 | 0.2 | 0.71 | -0.01 |
Alpha(%) | NA | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | NA | 0.0 | -0.04 | 0.03 | 0.02 | -0.01 | 0.0 | -0.04 | 0.01 | -0.04 | -0.04 | -0.03 | -0.03 | -0.04 | 0.02 | 0.08 | -0.09 | 0.02 | 0.03 | 0.02 | 0.0 | 0.06 | 0.16 |
Beta(%) | NA | 0.96 | 0.92 | 1.0 | 0.97 | 0.96 | NA | 0.85 | 0.94 | 1.12 | 0.96 | 0.96 | 0.87 | 1.03 | 0.95 | 0.92 | 1.0 | 0.85 | 0.94 | 0.86 | 0.83 | 0.75 | 0.72 | 0.71 | 0.77 | 0.67 | 0.73 | 0.73 | 1.24 |
RS | NA | 0.89 | 0.91 | 0.9 | 0.91 | 0.89 | NA | 0.88 | 0.91 | 0.88 | 0.94 | 0.85 | 0.89 | 0.81 | 0.89 | 0.85 | 0.84 | 0.81 | 0.86 | 0.94 | 0.93 | 0.92 | 0.91 | 0.86 | 0.81 | 0.82 | 0.82 | 0.85 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) (99%)
- DFSCX (DFA US Micro Cap I) (99%)
- IASCX (ING Small Company Port Adv) (98%)
- RDVIX (Royce Dividend Value Invmt) (96%)
- RMCFX (Royce Micro-Cap Svc) (96%)
- RSEFX (Royce Special Equity Svc) (95%)
- RTRIX (Royce Total Return Instl) (95%)
- LRSYX (Lord Abbett Small Cap Value I) (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) (92%)
- SSVIX (Columbia Select Smaller Cap Value R5) (92%)
Best ETFs
- IWM (iShares Russell 2000) (99%)
- JKJ (iShares Morningstar Small-Cap) (99%)
- IWC (iShares Micro-Cap) (98%)
- EES (WisdomTree SmallCap Earnings ETF) (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) (97%)
- IJR (iShares Core S&P Small-Cap) (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) (97%)
- RWJ (RevenueShares Small Cap ETF) (96%)
- VB (Vanguard Small-Cap ETF) (96%)