Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYMCX (ROYCE MICRO-CAP FUND CONSULTANT CLASS) | 37.47% | 67.11% | 25.65% | 10.11% | 12.55% | 7.66% | 7.21% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYMCX (ROYCE MICRO-CAP FUND CONSULTANT CLASS) | 05/15/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 67.11 | 25.65 | 10.11 | 12.55 | 7.66 | 7.21 | … | … | 37.47 | -0.12 | 0.37 | 10.15 | -27.10 | 3.95 | 14.25 | 19.76 | -9.99 | 4.15 | 18.58 | -14.32 | -4.73 | 20.07 | 6.78 | -13.01 | 28.74 | 54.27 | -41.46 | 6.01 | 21.10 | 10.37 | 14.63 | 51.01 | -15.15 | 20.29 | 2.75 | 11.18 | -19.28 |
| Sharpe Ratio | NA | 2.74 | 0.95 | 0.31 | 0.47 | NA | NA | … | … | 4.20 | -0.10 | -0.24 | 0.29 | -1.03 | 0.12 | 0.34 | 1.20 | -0.72 | 0.30 | 1.08 | -0.94 | -0.30 | 1.57 | 0.41 | -0.46 | 1.41 | 1.94 | -1.26 | 0.21 | 1.37 | 0.77 | 1.06 | 3.60 | -0.88 | 1.23 | -0.08 | 0.75 | -1.66 |
| Standard Deviation(%) | NA | 22.83 | 23.43 | 23.45 | 23.28 | NA | NA | … | … | 24.35 | 28.98 | 25.54 | 20.28 | 27.64 | 32.93 | 40.95 | 15.27 | 15.65 | 11.62 | 16.95 | 15.29 | 15.63 | 12.78 | 16.45 | 28.59 | 20.36 | 27.90 | 33.64 | 14.17 | 13.08 | 10.72 | 12.97 | 13.99 | 18.46 | 14.86 | 16.34 | 10.57 | 19.22 |
| Draw Down(%) | NA | 12.06 | 30.09 | 36.44 | 45.91 | NA | NA | … | … | 9.91 | 27.88 | 17.33 | 17.87 | 32.77 | 29.58 | 43.19 | 13.77 | 26.60 | 8.02 | 14.82 | 19.95 | 15.76 | 8.21 | 16.27 | 30.65 | 14.68 | 25.93 | 53.07 | 10.95 | 13.17 | 10.88 | 15.61 | 14.15 | 35.86 | 20.24 | 20.26 | 18.71 | 33.52 |
| Yield(%) | 0.00 | 15.85 | 12.08 | 9.04 | 10.23 | 6.37 | 6.06 | … | … | 0.00 | 14.73 | 12.38 | 7.69 | 3.68 | 24.57 | 8.45 | 3.13 | 11.00 | 7.46 | 14.71 | 11.89 | 10.33 | 8.92 | 6.57 | 4.67 | 1.00 | 1.13 | 2.26 | 16.59 | 12.56 | 10.07 | 10.61 | 5.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYMCX (ROYCE MICRO-CAP FUND CONSULTANT CLASS) |
-16.20%
Feb 2006 – Feb 2009 |
-5.26%
Feb 2004 – Feb 2009 |
0.17%
Mar 2010 – Mar 2020 |
2.35%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYMCX (ROYCE MICRO-CAP FUND CONSULTANT CLASS) |
33.45%
Mar 2003 – Mar 2006 |
22.54%
Oct 2002 – Oct 2007 |
12.45%
May 2016 – May 2026 |
10.36%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart