Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHFRX (ROYCE SMALL/MID-CAP PREMIER FUND R CLASS) | NA | 10.22% | 8.16% | 7.46% | 8.69% | NA | NA | … | … |
Data as of 07/03/2018, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHFRX (ROYCE SMALL/MID-CAP PREMIER FUND R CLASS) | 05/22/2008 | 07/03/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.22 | 8.16 | 7.46 | 8.69 | NA | NA | … | … | -3.25 | 20.61 | 17.04 | -7.00 | -1.59 | 25.51 | 13.76 | -9.64 | 26.84 | 51.36 | -33.93 |
| Sharpe Ratio | NA | 0.88 | 0.55 | 0.57 | 0.38 | NA | NA | … | … | -0.61 | 2.19 | 1.04 | -0.53 | -0.13 | 2.03 | 0.83 | -0.34 | 1.31 | 1.57 | -0.98 |
| Standard Deviation(%) | NA | 10.51 | 13.41 | 12.58 | 22.46 | NA | NA | … | … | 12.38 | 9.15 | 16.19 | 13.30 | 11.91 | 12.55 | 16.61 | 28.79 | 20.44 | 32.75 | 51.24 |
| Draw Down(%) | NA | 8.80 | 17.60 | 21.05 | 50.87 | NA | NA | … | … | 8.80 | 4.26 | 10.40 | 14.17 | 13.08 | 6.30 | 15.07 | 30.09 | 16.24 | 30.00 | 52.66 |
| Yield(%) | 0.00 | 13.14 | 9.80 | 9.89 | 8.52 | 5.05 | 3.79 | … | … | 0.00 | 13.81 | 6.02 | 12.27 | 7.16 | 17.26 | 3.64 | 5.33 | 3.35 | 0.00 | 2.50 |
Data as of 07/03/2018, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHFRX (ROYCE SMALL/MID-CAP PREMIER FUND R CLASS) |
0.67%
Jan 2013 – Jan 2016 |
1.76%
Feb 2011 – Feb 2016 |
8.36%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHFRX (ROYCE SMALL/MID-CAP PREMIER FUND R CLASS) |
33.61%
Feb 2009 – Feb 2012 |
24.70%
Feb 2009 – Feb 2014 |
8.36%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart