Find A Portfolio/Ticker
Comparison Box
RVPRX: ROYCE SMALLER-COMPANIES GROWTH FUND R CLASS (MUTUAL FUND)
Basic Info
See more info about RVPRXAsset Class: | Small Growth |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 09/25/2007 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 18.23% |
Expenses | 1.85% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/25/2007 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.0 | 0.0 | 1.8 | 2.7 | 7.8 | 4.2 | 0.6 | 17.4 | 9.0 |
Sharpe Ratio ? | NA | 0.44 | 0.29 | 0.54 | 0.29 | 0.17 | 0.0 | 1.39 | 0.47 |
Draw Down(%) ? | NA | 9.8 | 29.7 | 29.7 | 51.6 | 60.4 | 9.8 | 6.6 | 19.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/25/2007
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 Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) (99%)
- IWO (iShares Russell 2000 Growth ETF) (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) (99%)
- VBK (Vanguard Small-Cap Growth ETF) (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) (23%)