Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLPIX (ROYCE LOW-PRICED STOCK FUND INSTITUTIONAL CLASS) | NA | 9.65% | 12.18% | 4.77% | 10.17% | NA | NA | … | … |
Data as of 12/19/2018, Common starting date is 01/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLPIX (ROYCE LOW-PRICED STOCK FUND INSTITUTIONAL CLASS) | 01/13/2006 | 12/19/2018 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.65 | 12.18 | 4.77 | 10.17 | NA | NA | … | … | 9.39 | 9.78 | 16.49 | -10.05 | -3.01 | 13.20 | 4.82 | -14.30 | 32.16 | 53.97 | -35.75 | 2.62 | 13.36 |
| Sharpe Ratio | NA | 0.79 | 0.81 | 0.30 | 0.49 | NA | NA | … | … | 0.79 | 0.75 | 0.87 | -0.65 | -0.21 | 0.92 | 0.26 | -0.49 | 1.42 | 1.62 | -0.87 | -0.02 | 0.66 |
| Standard Deviation(%) | NA | 10.55 | 14.28 | 14.55 | 20.19 | NA | NA | … | … | 10.61 | 12.31 | 18.62 | 15.53 | 14.40 | 14.38 | 18.32 | 28.99 | 22.51 | 33.18 | 41.98 | 16.98 | 16.14 |
| Draw Down(%) | NA | 9.78 | 18.01 | 34.28 | 34.28 | NA | NA | … | … | 9.78 | 8.08 | 16.32 | 19.70 | 17.20 | 11.24 | 18.96 | 30.18 | 16.30 | 27.66 | 55.71 | 13.90 | 15.92 |
| Yield(%) | 0.00 | 0.00 | 5.79 | 8.68 | 11.99 | 6.14 | 4.61 | … | … | 0.00 | 6.65 | 10.26 | 7.70 | 26.85 | 13.98 | 7.93 | 7.30 | 1.98 | 0.46 | 1.82 | 15.14 | 10.47 |
Data as of 12/19/2018, Common starting date is 01/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLPIX (ROYCE LOW-PRICED STOCK FUND INSTITUTIONAL CLASS) |
-14.69%
Feb 2006 – Feb 2009 |
-4.89%
Feb 2011 – Feb 2016 |
1.87%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLPIX (ROYCE LOW-PRICED STOCK FUND INSTITUTIONAL CLASS) |
32.58%
Feb 2009 – Feb 2012 |
19.96%
Feb 2009 – Feb 2014 |
10.84%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart