Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHJVX (RICE HALL JAMES MID CAP PORTFOLIO INVESTOR CLASS SHARES) | NA | -23.01% | -0.69% | -0.62% | 6.29% | NA | NA | … | … |
Data as of 07/31/2019, Common starting date is 08/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHJVX (RICE HALL JAMES MID CAP PORTFOLIO INVESTOR CLASS SHARES) | 08/05/2004 | 07/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.44 | -23.01 | -0.69 | -0.62 | 6.29 | NA | NA | … | … | -10.82 | -7.86 | 13.43 | 7.31 | -5.71 | 4.86 | 34.28 | 3.80 | -6.22 | 22.41 | 33.75 | -38.67 | 10.27 | 16.11 | 11.99 | 15.43 |
| Sharpe Ratio | NA | -0.73 | -0.09 | -0.06 | 0.30 | NA | NA | … | … | -0.47 | -0.56 | 1.25 | 0.40 | -0.36 | 0.36 | 2.76 | 0.23 | -0.22 | 1.07 | 1.17 | -1.02 | 0.48 | 1.15 | 0.91 | 4.06 |
| Standard Deviation(%) | NA | 33.69 | 21.84 | 20.02 | 19.76 | NA | NA | … | … | 41.25 | 16.43 | 10.26 | 17.67 | 15.93 | 13.45 | 12.43 | 16.24 | 28.51 | 20.80 | 28.78 | 38.80 | 14.94 | 11.06 | 10.73 | 10.04 |
| Draw Down(%) | NA | 26.58 | 26.58 | 26.58 | 28.23 | NA | NA | … | … | 26.58 | 22.18 | 6.14 | 12.94 | 14.24 | 11.84 | 4.82 | 17.58 | 28.23 | 16.96 | 26.66 | 50.81 | 10.44 | 10.53 | 7.23 | 3.44 |
| Yield(%) | 0.00 | 13.42 | 5.69 | 3.38 | 3.30 | 3.45 | 2.58 | … | … | 0.00 | 14.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.94 | 0.00 | 0.00 | 0.00 | 0.00 | 4.88 | 5.28 | 3.00 | 0.89 |
Data as of 07/31/2019, Common starting date is 08/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHJVX (RICE HALL JAMES MID CAP PORTFOLIO INVESTOR CLASS SHARES) |
-13.74%
Feb 2006 – Feb 2009 |
-2.39%
May 2007 – May 2012 |
3.70%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHJVX (RICE HALL JAMES MID CAP PORTFOLIO INVESTOR CLASS SHARES) |
25.00%
Feb 2009 – Feb 2012 |
20.63%
Feb 2009 – Feb 2014 |
12.39%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart