Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROHKX (ROYCE SMALL-CAP LEADERS FUND K CLASS) | NA | 12.81% | 4.91% | 7.94% | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROHKX (ROYCE SMALL-CAP LEADERS FUND K CLASS) | 05/22/2008 | 10/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.81 | 4.91 | 7.94 | NA | NA | NA | … | … | 1.20 | 25.27 | -12.78 | -3.13 | 30.70 | 11.38 | -6.87 | 24.55 | 37.90 | -28.92 |
| Sharpe Ratio | NA | 1.56 | 0.32 | 0.54 | NA | NA | NA | … | … | 0.19 | 1.44 | -0.81 | -0.22 | 2.21 | 0.65 | -0.23 | 1.20 | 1.22 | -0.90 |
| Standard Deviation(%) | NA | 7.90 | 14.66 | 14.30 | NA | NA | NA | … | … | 5.18 | 17.33 | 15.76 | 14.23 | 13.86 | 17.61 | 30.57 | 20.39 | 31.02 | 48.52 |
| Draw Down(%) | NA | 4.99 | 24.59 | 28.11 | NA | NA | NA | … | … | 2.95 | 11.33 | 17.20 | 15.25 | 7.60 | 15.44 | 30.54 | 16.61 | 28.61 | 47.66 |
| Yield(%) | 0.00 | 7.87 | 8.85 | 9.54 | 6.07 | 4.05 | 3.03 | … | … | 0.00 | 9.01 | 12.07 | 8.25 | 12.55 | 7.26 | 3.74 | 1.10 | 0.00 | 0.88 |
Data as of 10/06/2017, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROHKX (ROYCE SMALL-CAP LEADERS FUND K CLASS) |
-1.59%
Oct 2013 – Oct 2016 |
1.08%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROHKX (ROYCE SMALL-CAP LEADERS FUND K CLASS) |
29.21%
Feb 2009 – Feb 2012 |
22.78%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart