Performance Comparison
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.
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