Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPMKX (ROYCE PENNSYLVANIA MUTUAL FUND K CLASS) | NA | 11.67% | 9.37% | 8.84% | 8.17% | NA | NA | … | … |
Data as of 07/03/2018, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPMKX (ROYCE PENNSYLVANIA MUTUAL FUND K CLASS) | 05/22/2008 | 07/03/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.67 | 9.37 | 8.84 | 8.17 | NA | NA | … | … | 1.85 | 15.06 | 25.32 | -11.95 | -1.24 | 34.72 | 14.04 | -4.78 | 23.11 | 35.49 | -34.95 |
| Sharpe Ratio | NA | 0.91 | 0.59 | 0.60 | 0.35 | NA | NA | … | … | 0.19 | 1.25 | 1.48 | -0.79 | -0.09 | 2.53 | 0.84 | -0.16 | 1.07 | 1.11 | -1.05 |
| Standard Deviation(%) | NA | 11.77 | 14.77 | 14.23 | 22.75 | NA | NA | … | … | 13.34 | 11.57 | 16.93 | 15.09 | 14.17 | 13.69 | 16.82 | 29.37 | 21.49 | 31.79 | 48.98 |
| Draw Down(%) | NA | 9.02 | 21.17 | 25.14 | 52.32 | NA | NA | … | … | 9.02 | 5.66 | 10.94 | 16.70 | 13.64 | 6.50 | 13.55 | 27.81 | 17.49 | 30.51 | 51.42 |
| Yield(%) | 0.00 | 18.64 | 13.75 | 11.97 | 8.89 | 5.48 | 4.11 | … | … | 0.00 | 19.41 | 9.70 | 18.56 | 11.93 | 7.48 | 7.35 | 3.55 | 0.06 | 0.00 | 1.01 |
Data as of 07/03/2018, 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 |
|---|---|---|---|---|
| RPMKX (ROYCE PENNSYLVANIA MUTUAL FUND K CLASS) |
0.43%
Oct 2013 – Oct 2016 |
3.23%
Feb 2011 – Feb 2016 |
7.84%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPMKX (ROYCE PENNSYLVANIA MUTUAL FUND K CLASS) |
29.34%
Feb 2009 – Feb 2012 |
24.57%
Feb 2009 – Feb 2014 |
7.84%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart