Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVPKX (ROYCE SMALLER-COMPANIES GROWTH FUND K CLASS) | NA | 12.17% | 6.74% | 9.31% | 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 |
|---|---|---|
| RVPKX (ROYCE SMALLER-COMPANIES GROWTH 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 | 12.17 | 6.74 | 9.31 | NA | NA | NA | … | … | 4.79 | 9.33 | -2.57 | 4.78 | 32.39 | 15.03 | -10.13 | 19.55 | 41.24 | -39.93 |
| Sharpe Ratio | NA | 1.36 | 0.41 | 0.59 | NA | NA | NA | … | … | 1.03 | 0.49 | -0.15 | 0.29 | 2.34 | 0.87 | -0.33 | 0.90 | 1.35 | -1.22 |
| Standard Deviation(%) | NA | 8.59 | 15.72 | 15.32 | NA | NA | NA | … | … | 5.56 | 18.43 | 17.05 | 16.47 | 13.82 | 17.34 | 30.46 | 21.52 | 30.38 | 46.82 |
| Draw Down(%) | NA | 7.84 | 29.94 | 29.94 | NA | NA | NA | … | … | 2.12 | 19.51 | 15.20 | 14.66 | 5.83 | 14.17 | 29.51 | 17.08 | 24.67 | 53.45 |
| Yield(%) | 0.00 | 20.14 | 21.12 | 17.25 | 8.87 | 5.91 | 4.44 | … | … | 0.00 | 21.02 | 30.61 | 27.64 | 13.04 | 0.00 | 0.00 | 0.67 | 0.00 | 1.75 |
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 |
|---|---|---|---|---|
| RVPKX (ROYCE SMALLER-COMPANIES GROWTH FUND K CLASS) |
-1.15%
Sep 2008 – Sep 2011 |
3.40%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVPKX (ROYCE SMALLER-COMPANIES GROWTH FUND K CLASS) |
26.07%
Feb 2009 – Feb 2012 |
22.92%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart