Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQLV (Royce Quant Small-Cap Quality Value ETF) | 12.76% | 25.90% | 12.80% | 5.99% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQLV (Royce Quant Small-Cap Quality Value ETF) | 07/06/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 25.90 | 12.80 | 5.99 | NA | NA | NA | … | … | 12.76 | 4.15 | 4.75 | 21.22 | -12.86 | 36.76 | 6.22 | 17.40 | -10.53 | 51.19 |
| Sharpe Ratio | NA | 1.46 | 0.51 | 0.18 | NA | NA | NA | … | … | 2.09 | 0.06 | 0.06 | 0.90 | -0.57 | 1.76 | 0.12 | 1.02 | -0.61 | 2.74 |
| Standard Deviation(%) | NA | 17.64 | 19.92 | 21.03 | NA | NA | NA | … | … | 16.74 | 22.07 | 19.88 | 19.59 | 25.04 | 20.90 | 48.71 | 15.63 | 19.48 | 48.35 |
| Draw Down(%) | NA | 8.85 | 26.86 | 26.86 | NA | NA | NA | … | … | 7.70 | 23.92 | 9.85 | 15.94 | 22.37 | 8.74 | 45.01 | 16.21 | 24.51 | 8.53 |
| Yield(%) | 0.00 | 1.26 | 1.35 | 1.18 | 1.73 | 1.15 | 0.87 | … | … | 0.27 | 1.17 | 1.16 | 1.30 | 1.05 | 1.11 | 0.45 | 1.39 | 0.95 | 0.61 |
Data as of 06/03/2026, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQLV (Royce Quant Small-Cap Quality Value ETF) |
-0.77%
Oct 2017 – Oct 2020 |
4.95%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQLV (Royce Quant Small-Cap Quality Value ETF) |
26.82%
Mar 2020 – Mar 2023 |
17.43%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart