Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROSSX (ROYCE MICRO-CAP OPPORTUNITY FUND SERVICE CLASS) | NA | 0.64% | 12.59% | NA | NA | NA | NA | … | … |
Data as of 10/17/2018, Common starting date is 03/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROSSX (ROYCE MICRO-CAP OPPORTUNITY FUND SERVICE CLASS) | 03/25/2014 | 10/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.64 | 12.59 | NA | NA | NA | NA | … | … | -1.71 | 24.74 | 23.54 | -16.25 | -9.94 |
| Sharpe Ratio | NA | -0.04 | 0.68 | NA | NA | NA | NA | … | … | -0.22 | 1.77 | 1.12 | -0.93 | -0.70 |
| Standard Deviation(%) | NA | 14.98 | 17.33 | NA | NA | NA | NA | … | … | 15.68 | 13.71 | 20.77 | 17.46 | 18.05 |
| Draw Down(%) | NA | 12.53 | 24.19 | NA | NA | NA | NA | … | … | 12.53 | 7.77 | 16.83 | 23.51 | 21.94 |
| Yield(%) | 0.00 | 7.93 | 3.75 | 2.72 | 1.36 | 0.91 | 0.68 | … | … | 0.00 | 9.57 | 0.00 | 0.00 | 5.14 |
Data as of 10/17/2018, Common starting date is 03/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROSSX (ROYCE MICRO-CAP OPPORTUNITY FUND SERVICE CLASS) |
0.61%
Apr 2014 – Apr 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROSSX (ROYCE MICRO-CAP OPPORTUNITY FUND SERVICE CLASS) |
18.40%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart