Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/03/2018.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
RVPRX (ROYCE SMALLER-COMPANIES GROWTH FUND R CLASS) NA 6.54% 5.18% 8.65% 6.91% NA NA 4.49%
More Performance Analytics Comparison
Name Start Date End Date
RVPRX (ROYCE SMALLER-COMPANIES GROWTH FUND R CLASS) 09/25/2007 07/03/2018
The return data shown below all have the same latest date: 07/03/2018.
AR inception is since 09/25/2007.
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 6.54 5.18 8.65 6.91 NA NA 4.49 0.60 17.44 8.97 -2.20 3.45 31.95 14.78 -10.40 19.33 40.71 -41.31 -10.91
Sharpe Ratio NA 0.44 0.29 0.54 0.29 NA NA 0.17 0.00 1.39 0.47 -0.13 0.21 2.32 0.85 -0.34 0.89 1.34 -1.08 -1.57
Standard Deviation(%) NA 12.70 16.06 15.60 22.92 NA NA 22.89 14.07 12.11 18.50 16.91 16.28 13.78 17.38 30.48 21.53 30.41 39.17 23.92
Draw Down(%) NA 9.82 29.65 29.65 51.61 NA NA 60.41 9.82 6.59 19.58 15.21 14.78 5.85 14.22 29.54 17.14 24.82 53.50 17.87
Yield(%) 0.00 18.23 13.74 13.96 8.94 4.74 3.56 7.11 0.00 20.10 12.14 20.29 20.13 9.70 0.00 0.69 0.36 0.00 1.28 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RVPRX (ROYCE SMALLER-COMPANIES GROWTH FUND R CLASS) -8.45%
Oct 2007 - Oct 2010
-3.24%
Oct 2007 - Oct 2012
4.16%
Oct 2007 - Oct 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RVPRX (ROYCE SMALLER-COMPANIES GROWTH FUND R CLASS) 25.74%
Feb 2009 - Feb 2012
22.58%
Feb 2009 - Feb 2014
6.76%
Mar 2008 - Mar 2018
0.00%
NA
Annualized Rolling Returns Comparison Chart