Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XOTCX (Royce Micro-Cap Trust Inc) | 34.44% | 56.00% | 17.34% | 2.90% | 7.97% | 7.69% | 6.20% | … | … |
Data as of 06/03/2026, Common starting date is 10/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XOTCX (Royce Micro-Cap Trust Inc) | 10/27/1998 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 56.00 | 17.34 | 2.90 | 7.97 | 7.69 | 6.20 | … | … | 34.44 | 9.74 | 3.78 | 8.29 | -25.19 | 10.77 | 22.43 | 16.66 | -15.14 | 15.62 | 20.34 | -13.69 | 1.44 | 43.03 | 16.64 | -8.59 | 28.36 | 46.32 | -46.46 | 0.17 | 22.17 | 6.84 | 18.52 | 54.99 | -14.44 | 22.67 | 8.08 | 9.34 | 6.57 |
| Sharpe Ratio | NA | 2.29 | 0.65 | 0.01 | 0.28 | NA | NA | … | … | 3.90 | 0.27 | -0.13 | 0.22 | -1.00 | 0.45 | 0.56 | 1.13 | -1.07 | 1.30 | 1.16 | -0.93 | 0.09 | 2.94 | 0.94 | -0.28 | 1.19 | 1.28 | -1.06 | -0.17 | 1.41 | 0.41 | 1.30 | 3.47 | -0.77 | 1.17 | 0.25 | 0.71 | 3.34 |
| Standard Deviation(%) | NA | 23.61 | 22.87 | 22.99 | 22.92 | NA | NA | … | … | 25.66 | 25.87 | 21.36 | 18.33 | 26.56 | 23.84 | 39.56 | 13.55 | 15.37 | 11.60 | 17.29 | 14.81 | 15.36 | 14.64 | 17.72 | 30.50 | 23.84 | 35.98 | 44.60 | 16.99 | 13.48 | 11.49 | 13.53 | 15.65 | 20.14 | 17.63 | 15.82 | 8.59 | 11.93 |
| Draw Down(%) | NA | 11.82 | 30.39 | 42.41 | 47.56 | NA | NA | … | … | 11.82 | 28.09 | 12.08 | 19.64 | 33.16 | 14.28 | 43.07 | 10.75 | 27.68 | 6.31 | 14.44 | 17.23 | 12.48 | 6.87 | 12.59 | 29.21 | 19.49 | 35.83 | 57.79 | 15.06 | 13.10 | 9.62 | 12.91 | 13.68 | 37.47 | 21.84 | 15.28 | 12.87 | 5.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 2.04 | 5.01 | 4.28 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.52 | 4.12 | 6.16 | 7.59 | 11.21 | 20.76 | 12.26 | 5.08 | 4.59 | 0.88 | 3.36 | 8.97 | 9.14 | 11.41 | 13.05 | 9.93 | 10.02 | 6.77 | 5.72 | 15.91 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOTCX (Royce Micro-Cap Trust Inc) |
-22.62%
Feb 2006 – Feb 2009 |
-9.37%
Feb 2004 – Feb 2009 |
1.52%
Apr 2015 – Apr 2025 |
3.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XOTCX (Royce Micro-Cap Trust Inc) |
34.33%
Mar 2003 – Mar 2006 |
29.85%
Feb 2009 – Feb 2014 |
15.76%
Feb 2009 – Feb 2019 |
11.70%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart