Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RLPKX (ROYCE LOW-PRICED STOCK FUND K CLASS) | NA | 9.10% | 2.82% | 3.49% | NA | NA | NA | 3.16% |
Data as of 10/06/2017, AR inception is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLPKX (ROYCE LOW-PRICED STOCK FUND K CLASS) | 05/22/2008 | 10/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.10 | 2.82 | 3.49 | NA | NA | NA | 3.16 | 0.69 | 16.25 | -10.59 | -0.05 | 12.67 | 4.42 | -15.04 | 31.84 | 53.46 | -37.45 |
| Sharpe Ratio | NA | 0.95 | 0.17 | 0.21 | NA | NA | NA | 0.12 | 0.05 | 0.86 | -0.67 | 0.00 | 0.88 | 0.24 | -0.52 | 1.41 | 1.61 | -1.07 |
| Standard Deviation(%) | NA | 9.04 | 15.74 | 15.04 | NA | NA | NA | 24.21 | 6.12 | 18.66 | 15.82 | 15.46 | 14.39 | 18.37 | 29.07 | 22.53 | 33.17 | 50.83 |
| Draw Down(%) | NA | 6.80 | 30.22 | 32.93 | NA | NA | NA | 55.76 | 4.08 | 16.67 | 20.00 | 17.52 | 11.25 | 19.10 | 30.33 | 16.32 | 27.55 | 55.76 |
| Yield(%) | 0.00 | 38.45 | 25.74 | 18.21 | 10.10 | 6.73 | 5.05 | 11.22 | 0.00 | 41.90 | 24.52 | 52.43 | 24.04 | 12.30 | 11.35 | 3.00 | 0.64 | 2.68 |
Data as of 10/06/2017, AR inception is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLPKX (ROYCE LOW-PRICED STOCK FUND K CLASS) |
-3.44%
Jan 2013 - Jan 2016 |
-4.77%
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 |
|---|---|---|---|---|
| RLPKX (ROYCE LOW-PRICED STOCK FUND K CLASS) |
31.91%
Feb 2009 - Feb 2012 |
19.39%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart