Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPRRX (ROYCE PREMIER FUND R CLASS) | NA | 5.42% | 11.19% | 5.21% | 7.42% | 6.90% | NA | … | … |
Data as of 05/18/2023, Common starting date is 05/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPRRX (ROYCE PREMIER FUND R CLASS) | 05/30/2007 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.42 | 11.19 | 5.21 | 7.42 | 6.90 | NA | … | … | 4.95 | -16.43 | 15.51 | 10.64 | 33.17 | -11.01 | 22.87 | 23.97 | -10.50 | -1.48 | 26.88 | 10.75 | -1.38 | 25.61 | 32.26 | -28.81 | -14.61 |
| Sharpe Ratio | NA | 0.13 | 0.49 | 0.17 | 0.34 | NA | NA | … | … | 0.61 | -0.74 | 0.89 | 0.26 | 1.97 | -0.73 | 2.20 | 1.37 | -0.69 | -0.11 | 2.07 | 0.67 | -0.05 | 1.28 | 1.05 | -0.76 | -1.09 |
| Standard Deviation(%) | NA | 21.79 | 21.05 | 24.84 | 20.23 | NA | NA | … | … | 16.81 | 24.34 | 17.31 | 40.38 | 16.08 | 17.10 | 10.14 | 17.32 | 15.18 | 13.60 | 12.99 | 16.20 | 26.54 | 19.90 | 30.51 | 39.03 | 24.18 |
| Draw Down(%) | NA | 16.77 | 25.15 | 40.44 | 40.44 | NA | NA | … | … | 10.34 | 24.31 | 8.06 | 40.44 | 9.04 | 23.70 | 4.66 | 11.93 | 16.00 | 14.87 | 6.66 | 13.86 | 24.80 | 16.94 | 27.69 | 49.61 | 20.03 |
| Yield(%) | 0.00 | 8.34 | 13.60 | 11.90 | 10.55 | 8.97 | 6.18 | … | … | 0.00 | 6.92 | 20.39 | 5.18 | 22.27 | 19.98 | 16.04 | 17.20 | 17.76 | 9.84 | 11.86 | 7.06 | 8.14 | 1.64 | 0.00 | 1.13 | 0.00 |
Data as of 05/18/2023, Common starting date is 05/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPRRX (ROYCE PREMIER FUND R CLASS) |
-7.82%
Jun 2007 – Jun 2010 |
0.49%
Jun 2007 – Jun 2012 |
5.24%
Jun 2007 – Jun 2017 |
5.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPRRX (ROYCE PREMIER FUND R CLASS) |
30.19%
Feb 2009 – Feb 2012 |
22.96%
Feb 2009 – Feb 2014 |
14.48%
Feb 2009 – Feb 2019 |
8.25%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart