Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYLPX (ROYCE LOW-PRICED STOCK FUND SERVICE CLASS) | NA | -5.83% | 7.12% | 3.35% | 5.26% | 4.56% | 7.94% | … | … |
Data as of 10/01/2019, Common starting date is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYLPX (ROYCE LOW-PRICED STOCK FUND SERVICE CLASS) | 12/29/1994 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.83 | 7.12 | 3.35 | 5.26 | 4.56 | 7.94 | … | … | 14.15 | -9.31 | 9.67 | 16.09 | -10.42 | -3.37 | 12.91 | 4.48 | -14.53 | 31.42 | 53.58 | -35.97 | 2.32 | 18.97 | 1.30 | 13.64 | 44.02 | -16.28 | 25.07 | 23.95 | 29.78 | 2.37 | 19.47 | 22.81 | 10.85 | 1.18 |
| Sharpe Ratio | NA | -0.46 | 0.41 | 0.17 | 0.27 | NA | NA | … | … | 1.37 | -0.65 | 0.74 | 0.85 | -0.67 | -0.24 | 0.90 | 0.24 | -0.50 | 1.39 | 1.61 | -0.88 | -0.05 | 0.98 | -0.06 | 0.83 | 2.64 | -0.77 | 1.16 | 1.14 | 1.95 | -0.07 | 1.56 | 2.05 | 0.49 | NA |
| Standard Deviation(%) | NA | 16.17 | 14.10 | 15.59 | 18.33 | NA | NA | … | … | 12.92 | 16.43 | 12.29 | 18.59 | 15.48 | 14.35 | 14.35 | 18.34 | 28.97 | 22.56 | 33.18 | 41.96 | 16.98 | 16.01 | 15.69 | 15.16 | 16.38 | 22.54 | 19.77 | 17.25 | 13.54 | 15.32 | 10.09 | 9.28 | 14.14 | 0.00 |
| Draw Down(%) | NA | 22.46 | 26.04 | 29.70 | 34.80 | NA | NA | … | … | 8.50 | 26.04 | 8.13 | 16.39 | 19.74 | 17.46 | 11.31 | 19.04 | 30.27 | 16.61 | 27.61 | 55.78 | 14.01 | 15.98 | 11.94 | 14.17 | 16.37 | 36.86 | 24.87 | 11.94 | 13.76 | 32.14 | 6.55 | 11.67 | 15.54 | 0.00 |
| Yield(%) | 0.00 | 15.78 | 11.18 | 10.80 | 9.15 | 7.41 | 11.96 | … | … | 1.17 | 16.27 | 6.65 | 10.09 | 7.65 | 26.54 | 13.65 | 7.30 | 7.03 | 1.45 | 0.18 | 1.82 | 14.78 | 10.44 | 0.00 | 3.91 | 0.61 | 0.17 | 0.25 | 9.33 | 11.21 | 0.43 | 11.34 | 10.56 | 0.00 | 1.76 |
Data as of 10/01/2019, Common starting date is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYLPX (ROYCE LOW-PRICED STOCK FUND SERVICE CLASS) |
-14.95%
Feb 2006 – Feb 2009 |
-6.19%
Feb 2004 – Feb 2009 |
1.34%
Jan 2006 – Jan 2016 |
4.09%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYLPX (ROYCE LOW-PRICED STOCK FUND SERVICE CLASS) |
34.10%
Mar 1999 – Mar 2002 |
23.73%
Mar 1999 – Mar 2004 |
16.48%
Jan 1996 – Jan 2006 |
13.40%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart