Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCMCX (ROYCE CAPITAL FUND – MICRO-CAP PORTFOLIO INVESTMENT CLASS) | 31.23% | 61.68% | 24.92% | 9.75% | 12.74% | 8.29% | 7.68% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCMCX (ROYCE CAPITAL FUND – MICRO-CAP PORTFOLIO INVESTMENT CLASS) | 12/30/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 61.68 | 24.92 | 9.75 | 12.74 | 8.29 | 7.68 | … | … | 31.23 | -0.72 | 6.32 | 18.78 | -47.73 | 24.01 | 22.15 | 19.67 | -9.11 | 5.06 | 19.72 | -12.49 | -3.38 | 20.98 | 7.59 | -12.09 | 30.24 | 58.04 | -42.43 | 3.98 | 21.07 | 11.61 | 13.84 | 43.42 | -15.56 | 27.66 | 15.01 | 16.98 | -9.66 | 15.77 | 0.00 |
| Sharpe Ratio | NA | 2.90 | 1.01 | 0.35 | 0.50 | NA | NA | … | … | 4.23 | -0.12 | -0.01 | 0.74 | -0.99 | 1.04 | 0.54 | 1.23 | -0.67 | 0.39 | 1.20 | -0.85 | -0.23 | 1.69 | 0.48 | -0.44 | 1.46 | 2.04 | -1.22 | 0.07 | 1.39 | 0.89 | 1.04 | 3.16 | -0.96 | 1.71 | 0.84 | 0.93 | -0.61 | 1.16 | NA |
| Standard Deviation(%) | NA | 22.39 | 23.24 | 23.31 | 23.17 | NA | NA | … | … | 23.91 | 29.70 | 23.69 | 19.70 | 49.58 | 23.17 | 40.66 | 14.90 | 15.65 | 11.32 | 16.32 | 14.71 | 15.09 | 12.37 | 15.94 | 27.66 | 20.61 | 28.46 | 35.54 | 13.77 | 12.84 | 10.59 | 12.46 | 13.53 | 17.40 | 15.10 | 13.04 | 14.87 | 21.33 | 10.47 | 0.00 |
| Draw Down(%) | NA | 12.17 | 29.88 | 35.74 | 45.84 | NA | NA | … | … | 9.78 | 27.83 | 13.47 | 17.50 | 49.63 | 16.43 | 43.20 | 12.72 | 26.30 | 7.89 | 13.70 | 18.88 | 14.69 | 7.61 | 15.66 | 30.31 | 15.05 | 26.18 | 54.79 | 11.28 | 13.18 | 10.23 | 15.33 | 14.01 | 32.18 | 19.03 | 11.75 | 16.60 | 31.63 | 6.85 | 0.00 |
| Yield(%) | 0.00 | 18.25 | 9.78 | 8.96 | 10.11 | 6.69 | 5.80 | … | … | 0.00 | 16.99 | 7.69 | 0.00 | 24.96 | 5.72 | 1.58 | 10.48 | 4.70 | 11.49 | 0.77 | 5.40 | 7.67 | 3.57 | 2.28 | 2.33 | 2.29 | 0.00 | 11.78 | 10.43 | 6.36 | 2.33 | 8.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMCX (ROYCE CAPITAL FUND – MICRO-CAP PORTFOLIO INVESTMENT CLASS) |
-17.26%
Feb 2006 – Feb 2009 |
-5.91%
Feb 2004 – Feb 2009 |
1.12%
Mar 2010 – Mar 2020 |
3.02%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCMCX (ROYCE CAPITAL FUND – MICRO-CAP PORTFOLIO INVESTMENT CLASS) |
33.25%
Feb 2009 – Feb 2012 |
22.28%
Feb 2009 – Feb 2014 |
13.95%
Apr 1997 – Apr 2007 |
11.65%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart