Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBMVX (RBC MID CAP VALUE FUND CLASS I) | NA | 6.17% | 6.22% | 11.79% | NA | NA | NA | 13.05% |
Data as of 10/20/2017, AR inception is 01/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBMVX (RBC MID CAP VALUE FUND CLASS I) | 01/04/2010 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.17 | 6.22 | 11.79 | NA | NA | NA | 13.05 | -1.78 | 14.47 | -4.81 | 17.79 | 33.89 | 16.59 | -3.59 | 24.36 |
| Sharpe Ratio | NA | 0.50 | 0.36 | 0.74 | NA | NA | NA | 0.59 | -0.26 | 0.72 | -0.29 | 1.25 | 2.40 | 0.95 | -0.11 | 1.11 |
| Standard Deviation(%) | NA | 11.21 | 16.53 | 15.70 | NA | NA | NA | 19.61 | 10.85 | 19.69 | 16.83 | 14.21 | 14.10 | 17.49 | 32.12 | 21.98 |
| Draw Down(%) | NA | 9.19 | 28.08 | 28.08 | NA | NA | NA | 29.45 | 9.19 | 17.98 | 15.46 | 12.29 | 5.93 | 15.29 | 29.45 | 17.08 |
| Yield(%) | 0.00 | 3.38 | 10.76 | 11.58 | 8.85 | 5.90 | 4.42 | 12.64 | 0.42 | 3.14 | 10.81 | 20.79 | 11.57 | 6.81 | 15.89 | 10.21 |
Data as of 10/20/2017, AR inception is 01/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBMVX (RBC MID CAP VALUE FUND CLASS I) |
3.23%
Aug 2014 - Aug 2017 |
7.53%
Feb 2011 - Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBMVX (RBC MID CAP VALUE FUND CLASS I) |
26.18%
Sep 2011 - Sep 2014 |
19.34%
Jun 2010 - Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart