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RVPCX: Royce Value Plus Consult (MUTUAL FUND)
Basic Info 4.99 0.08(1.63%) March 31
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 04/18/2006 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.20% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.1 | 9.2 | -12.9 | 15.1 | 5.4 | 7.1 | 5.8 | 4.7 | -32.9 | 7.0 | 48.0 | 22.8 | -11.0 | 16.9 | 8.6 | -2.6 | 3.1 | 31.3 | 14.1 | -10.7 | 18.8 | 40.3 | -41.5 | 2.4 | 2.9 |
| SR | NA | 0.86 | -0.51 | 0.51 | 0.1 | 0.25 | NA | 0.16 | -0.91 | 0.28 | 1.23 | 1.24 | -0.64 | 1.34 | 0.45 | -0.16 | 0.19 | 2.27 | 0.82 | -0.35 | 0.87 | 1.32 | -1.08 | -0.03 | 0.05 |
| DD(%) | NA | 11.3 | 30.5 | 48.0 | 48.0 | 48.0 | NA | 59.5 | 40.2 | 18.3 | 41.6 | 12.4 | 30.5 | 6.7 | 19.6 | 15.3 | 15.0 | 5.9 | 14.3 | 29.6 | 17.3 | 24.8 | 53.5 | 15.7 | 15.4 |
| SD(%) | NA | 26.9 | 34.5 | 30.9 | 29.3 | 23.6 | NA | 24.6 | 37.7 | 24.8 | 38.7 | 17.4 | 19.2 | 12.2 | 18.4 | 16.9 | 16.3 | 13.8 | 17.3 | 30.5 | 21.6 | 30.4 | 39.2 | 17.5 | 16.5 |
| TR | NA | 0.21 | -0.16 | 0.14 | 0.03 | 0.06 | NA | 0.04 | -0.31 | 0.06 | 0.48 | 0.21 | -0.13 | 0.15 | 0.08 | -0.03 | 0.03 | 0.34 | 0.15 | -0.12 | 0.21 | 0.44 | -0.48 | -0.01 | 0.01 |
| Alpha(%) | NA | 0.05 | 0.01 | 0.01 | 0.0 | -0.01 | NA | -0.01 | -0.01 | 0.01 | 0.04 | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.04 | -0.03 | 0.01 | -0.04 | -0.03 | 0.01 |
| Beta(%) | NA | 1.09 | 1.09 | 1.09 | 1.05 | 1.04 | NA | 0.97 | 1.12 | 1.11 | 0.99 | 1.04 | 0.97 | 1.11 | 1.01 | 1.01 | 1.0 | 0.92 | 0.98 | 0.93 | 0.88 | 0.91 | 0.89 | 0.92 | 0.86 |
| RS | NA | 0.89 | 0.94 | 0.92 | 0.93 | 0.92 | NA | 0.93 | 0.95 | 0.85 | 0.95 | 0.89 | 0.94 | 0.88 | 0.92 | 0.91 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.97 | 0.96 | 0.93 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/18/2006
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