Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) | 37.88% | 68.33% | 26.56% | 10.97% | 13.56% | 8.61% | 8.14% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) | 12/27/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 68.33 | 26.56 | 10.97 | 13.56 | 8.61 | 8.14 | … | … | 37.88 | 0.65 | 12.88 | 19.22 | -22.86 | 30.00 | 24.32 | 21.25 | -9.16 | 5.14 | 19.69 | -13.50 | -3.98 | 21.19 | 7.77 | -12.39 | 29.85 | 55.49 | -40.98 | 6.90 | 22.02 | 11.40 | 15.74 | 52.42 | 0.00 |
| Sharpe Ratio | NA | 2.81 | 1.00 | 0.35 | 0.51 | NA | NA | … | … | 4.28 | -0.08 | 0.41 | 0.79 | -0.91 | 1.33 | 0.59 | 1.29 | -0.68 | 0.39 | 1.14 | -0.88 | -0.26 | 1.64 | 0.47 | -0.45 | 1.46 | 1.99 | -1.24 | 0.26 | 1.42 | 0.85 | 1.14 | 3.70 | -0.09 |
| Standard Deviation(%) | NA | 22.71 | 23.34 | 23.41 | 23.26 | NA | NA | … | … | 24.23 | 28.87 | 22.46 | 19.94 | 26.77 | 22.48 | 40.39 | 15.28 | 15.65 | 11.61 | 17.01 | 15.34 | 15.63 | 12.87 | 16.39 | 27.80 | 20.40 | 27.88 | 33.69 | 14.23 | 13.15 | 10.70 | 12.95 | 13.99 | 8.86 |
| Draw Down(%) | NA | 12.08 | 29.83 | 35.94 | 44.80 | NA | NA | … | … | 9.83 | 27.70 | 13.26 | 17.74 | 32.32 | 12.60 | 43.01 | 13.31 | 26.31 | 7.90 | 14.77 | 19.64 | 15.55 | 8.06 | 16.04 | 30.42 | 14.58 | 25.83 | 52.72 | 10.90 | 13.04 | 10.72 | 15.32 | 13.99 | 0.39 |
| Yield(%) | 0.00 | 15.92 | 12.24 | 9.20 | 10.72 | 6.80 | 6.58 | … | … | 0.00 | 14.82 | 12.48 | 7.77 | 3.71 | 24.76 | 8.52 | 3.15 | 11.11 | 7.52 | 12.60 | 10.19 | 9.08 | 7.97 | 5.97 | 5.03 | 1.69 | 1.93 | 2.10 | 16.47 | 12.73 | 10.41 | 10.25 | 5.43 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) |
-15.52%
Feb 2006 – Feb 2009 |
-4.46%
Feb 2004 – Feb 2009 |
1.10%
Mar 2010 – Mar 2020 |
3.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) |
34.73%
Mar 2003 – Mar 2006 |
21.71%
Feb 2009 – Feb 2014 |
13.45%
May 2016 – May 2026 |
10.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart