Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYGCX (ROYCE SMALL/MID-CAP PREMIER FUND CONSULTANT CLASS) | NA | -3.95% | 5.88% | 5.10% | 7.68% | 6.66% | NA | … | … |
Data as of 10/01/2019, Common starting date is 01/09/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYGCX (ROYCE SMALL/MID-CAP PREMIER FUND CONSULTANT CLASS) | 01/09/2002 | 10/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.95 | 5.88 | 5.10 | 7.68 | 6.66 | NA | … | … | 12.10 | -15.95 | 20.10 | 16.55 | -7.31 | -2.02 | 24.73 | 13.20 | -10.06 | 26.22 | 50.22 | -36.81 | 0.07 | 21.07 | 7.70 | 19.12 | 33.41 | -23.92 |
| Sharpe Ratio | NA | -0.38 | 0.37 | 0.33 | 0.44 | NA | NA | … | … | 1.38 | -1.14 | 2.13 | 1.02 | -0.55 | -0.17 | 1.98 | 0.80 | -0.35 | 1.28 | 1.53 | -0.87 | -0.18 | 1.31 | 0.45 | 1.26 | 1.83 | -1.03 |
| Standard Deviation(%) | NA | 14.28 | 12.50 | 13.30 | 16.54 | NA | NA | … | … | 10.79 | 15.15 | 9.18 | 16.00 | 13.33 | 11.91 | 12.49 | 16.58 | 28.70 | 20.45 | 32.77 | 43.48 | 16.33 | 13.65 | 12.42 | 14.40 | 17.86 | 24.76 |
| Draw Down(%) | NA | 19.22 | 23.85 | 23.85 | 30.21 | NA | NA | … | … | 8.28 | 23.85 | 4.26 | 10.57 | 14.29 | 13.20 | 6.33 | 15.14 | 30.21 | 16.35 | 30.21 | 53.33 | 12.35 | 13.59 | 12.97 | 10.92 | 14.06 | 34.62 |
| Yield(%) | 0.00 | 16.76 | 12.08 | 9.97 | 9.72 | 8.20 | 6.72 | … | … | 0.00 | 16.31 | 13.76 | 5.51 | 11.03 | 6.63 | 16.05 | 3.34 | 4.67 | 2.80 | 0.00 | 2.26 | 11.44 | 10.59 | 14.11 | 14.10 | 0.00 | 0.00 |
Data as of 10/01/2019, Common starting date is 01/09/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYGCX (ROYCE SMALL/MID-CAP PREMIER FUND CONSULTANT CLASS) |
-17.46%
Feb 2006 – Feb 2009 |
-5.55%
Feb 2004 – Feb 2009 |
3.72%
Jan 2006 – Jan 2016 |
6.37%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYGCX (ROYCE SMALL/MID-CAP PREMIER FUND CONSULTANT CLASS) |
32.91%
Feb 2009 – Feb 2012 |
24.01%
Feb 2009 – Feb 2014 |
13.40%
Feb 2009 – Feb 2019 |
10.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart