Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMUIX (ROYCE SPECIAL EQUITY MULTI-CAP FUND INSTITUTIONAL CLASS) | NA | -13.76% | 3.10% | 1.61% | NA | NA | NA | … | … |
Data as of 10/01/2019, Common starting date is 04/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMUIX (ROYCE SPECIAL EQUITY MULTI-CAP FUND INSTITUTIONAL CLASS) | 04/18/2012 | 10/01/2019 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.76 | 3.10 | 1.61 | NA | NA | NA | … | … | -31.77 | -30.47 | 12.46 | 12.65 | -20.76 | 4.29 | 28.18 | -1.36 |
| Sharpe Ratio | NA | -1.66 | -1.36 | -1.48 | NA | NA | NA | … | … | -1.44 | -1.77 | -0.77 | -1.37 | -2.07 | -1.13 | 0.72 | -1.55 |
| Standard Deviation(%) | NA | 46.67 | 28.41 | 24.75 | NA | NA | NA | … | … | 43.91 | 29.37 | 8.87 | 15.59 | 19.00 | 12.63 | 13.41 | 14.18 |
| Draw Down(%) | NA | 54.29 | 54.90 | 55.06 | NA | NA | NA | … | … | 31.77 | 37.55 | 5.70 | 11.40 | 23.31 | 10.35 | 9.04 | 9.84 |
| Yield(%) | 0.00 | 41.47 | 18.44 | 12.01 | 8.91 | 5.94 | 4.46 | … | … | 31.52 | 21.02 | 3.33 | 1.43 | 7.44 | 5.28 | 8.11 | 2.19 |
Data as of 10/01/2019, Common starting date is 04/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMUIX (ROYCE SPECIAL EQUITY MULTI-CAP FUND INSTITUTIONAL CLASS) |
1.39%
Oct 2013 – Oct 2016 |
0.76%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMUIX (ROYCE SPECIAL EQUITY MULTI-CAP FUND INSTITUTIONAL CLASS) |
17.35%
May 2012 – May 2015 |
11.42%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart