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RHJSX: RICE HALL JAMES MICRO CAP PORTFOLIO INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/15/1994 |
| Last Dividend Date: | 11/06/2025 |
| 12-Mo. Yield | 66.61% |
| Expenses | 1.25% |
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Performance Analytics (As of 12/29/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/15/1994 |
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 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -57.9 | -20.2 | -12.0 | -0.6 | 9.5 | 7.5 | 9.9 | -57.8 | 1.9 | -15.9 | -25.1 | 1.8 | 21.3 | 13.4 | -2.7 | 12.9 | 22.1 | -4.4 | -1.6 | 47.3 | 12.0 | 4.4 | 24.1 | 29.5 | -39.8 | -2.4 | 13.7 | 7.6 | 16.9 | 56.5 | -21.6 | 16.4 | 11.0 | 25.7 | -6.3 | 20.6 | 17.2 | 26.5 | 5.1 |
| Sharpe Ratio | NA | -0.58 | -0.37 | -0.28 | -0.05 | NA | NA | 0.17 | -0.58 | -0.2 | -0.71 | -0.93 | 0.06 | 0.53 | 0.75 | -0.23 | 0.98 | 1.21 | -0.27 | -0.09 | 3.28 | 0.65 | 0.13 | 0.9 | 0.95 | -1.01 | -0.3 | 0.72 | 0.4 | 1.01 | 3.5 | -1.11 | 0.73 | 0.3 | 1.65 | -0.54 | 1.29 | 0.92 | 0.95 | 31.52 |
| Draw Down(%) | NA | 66.5 | 66.5 | 66.5 | 66.5 | NA | NA | 66.5 | 66.5 | 16.3 | 26.5 | 27.7 | 25.2 | 43.0 | 13.3 | 24.2 | 5.6 | 14.7 | 16.6 | 15.3 | 6.0 | 14.4 | 29.1 | 21.5 | 27.3 | 51.8 | 14.8 | 16.1 | 11.2 | 15.8 | 11.7 | 37.0 | 21.2 | 22.1 | 12.8 | 41.6 | 14.6 | 19.3 | 19.0 | 0.3 |
| Standard Deviation(%) | NA | 105.6 | 63.1 | 51.2 | 39.6 | NA | NA | 28.6 | 106.0 | 24.1 | 28.7 | 28.7 | 29.1 | 39.3 | 15.9 | 17.1 | 12.6 | 18.2 | 16.5 | 17.5 | 14.4 | 18.4 | 35.0 | 26.6 | 31.1 | 40.2 | 17.8 | 14.5 | 13.6 | 15.7 | 15.9 | 20.4 | 19.7 | 22.6 | 13.7 | 17.9 | 13.2 | 14.7 | 24.0 | 7.8 |
| Treynor Ratio | NA | -0.58 | -0.23 | -0.16 | -0.02 | NA | NA | 0.06 | -0.58 | -0.04 | -0.26 | -0.33 | 0.02 | 0.21 | 0.13 | -0.05 | 0.12 | 0.23 | -0.05 | -0.02 | 0.51 | 0.12 | 0.04 | 0.22 | 0.32 | -0.45 | -0.06 | 0.13 | 0.06 | 0.2 | 0.77 | -0.31 | 0.22 | 0.13 | 0.38 | -0.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.23 | -0.1 | -0.03 | -0.02 | NA | NA | 0.0 | -0.23 | -0.05 | -0.12 | -0.01 | 0.0 | -0.04 | -0.05 | 0.01 | -0.03 | 0.04 | -0.01 | -0.02 | 0.04 | -0.02 | 0.03 | -0.03 | -0.03 | -0.02 | -0.04 | 0.01 | 0.0 | 0.01 | 0.07 | -0.05 | 0.06 | 0.04 | 0.04 | -0.03 | NA | NA | NA | NA |
| Beta | NA | 1.06 | 1.01 | 0.91 | 0.93 | NA | NA | 0.87 | 1.06 | 1.07 | 0.78 | 0.8 | 0.9 | 0.98 | 0.89 | 0.82 | 1.06 | 0.96 | 0.95 | 1.03 | 0.92 | 1.02 | 1.05 | 1.08 | 0.92 | 0.91 | 0.93 | 0.8 | 0.85 | 0.79 | 0.72 | 0.74 | 0.65 | 0.52 | 0.59 | 0.64 | NA | NA | NA | NA |
| RSquared | NA | 0.14 | 0.24 | 0.35 | 0.49 | NA | NA | 0.62 | 0.14 | 0.7 | 0.32 | 0.85 | 0.45 | 0.9 | 0.78 | 0.86 | 0.75 | 0.86 | 0.85 | 0.85 | 0.84 | 0.9 | 0.94 | 0.95 | 0.95 | 0.95 | 0.91 | 0.88 | 0.87 | 0.86 | 0.78 | 0.81 | 0.68 | 0.66 | 0.45 | 0.62 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 66.6 | 29.4 | 19.7 | 16.2 | 17.8 | 12.8 | N/A | 66.8 | 11.1 | 22.0 | 6.1 | 23.7 | 0.0 | 1.2 | 20.1 | 12.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.6 | 7.6 | 16.4 | 11.7 | 4.2 | 0.0 | 5.8 | 15.2 | 18.0 | 0.0 | 15.4 | 10.6 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | 516.8 | 127.0 | 196.9 | 1012.9 | 124.8 | N/A | N/A | 516.8 | -58.2 | 168.0 | -73.1 | N/A | -100.0 | -95.2 | 57.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 72.2 | -55.7 | 43.0 | 324.9 | N/A | -100.0 | -64.3 | -10.6 | N/A | -100.0 | 54.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1994
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