Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHJMX (RICE HALL JAMES SMALL CAP PORTFOLIO INSTITUTIONAL CLASS SHARES) | NA | -25.11% | -16.36% | -3.26% | -0.19% | 5.47% | 3.12% | … | … |
Data as of 11/22/2024, Common starting date is 12/13/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHJMX (RICE HALL JAMES SMALL CAP PORTFOLIO INSTITUTIONAL CLASS SHARES) | 12/13/1996 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.11 | -16.36 | -3.26 | -0.19 | 5.47 | 3.12 | … | … | -28.96 | 6.24 | -20.27 | 19.17 | 14.01 | 16.46 | -12.59 | 12.08 | 6.40 | -1.38 | 4.44 | 34.89 | 11.59 | 8.89 | 27.99 | 37.85 | -38.94 | 8.39 | -11.30 | 2.91 | 8.92 | 32.51 | -21.92 | 6.16 | 33.10 | -2.67 | 15.56 | 25.67 | 1.77 |
| Sharpe Ratio | NA | -0.97 | -0.76 | -0.20 | -0.07 | NA | NA | … | … | -1.14 | 0.11 | -0.80 | 0.99 | 0.34 | 0.99 | -0.77 | 0.93 | 0.35 | -0.09 | 0.28 | 2.60 | 0.69 | 0.29 | 1.27 | 1.27 | -1.04 | 0.30 | -0.55 | 0.06 | 0.59 | 2.09 | -1.11 | 0.21 | 1.46 | -0.44 | 0.66 | 1.71 | 7.39 |
| Standard Deviation(%) | NA | 32.75 | 26.62 | 28.62 | 23.25 | NA | NA | … | … | 33.77 | 17.47 | 27.01 | 19.40 | 40.54 | 15.22 | 18.21 | 12.41 | 17.76 | 16.34 | 15.76 | 13.40 | 16.97 | 30.23 | 21.94 | 29.77 | 38.35 | 18.16 | 26.56 | 13.37 | 13.44 | 15.23 | 20.71 | 18.68 | 19.93 | 13.46 | 18.62 | 12.87 | 6.25 |
| Draw Down(%) | NA | 33.43 | 42.87 | 45.05 | 47.51 | NA | NA | … | … | 30.64 | 17.58 | 26.65 | 10.47 | 42.23 | 9.47 | 29.70 | 8.75 | 13.94 | 15.69 | 11.88 | 5.24 | 15.28 | 23.92 | 18.60 | 25.93 | 50.27 | 10.66 | 22.18 | 9.48 | 15.75 | 12.84 | 31.73 | 20.74 | 12.49 | 17.12 | 29.63 | 10.96 | 0.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 6.19 | 9.74 | 5.85 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.29 | 6.90 | 4.49 | 21.36 | 27.28 | 11.63 | 0.00 | 4.86 | 0.00 | 0.00 | 0.00 | 17.10 | 2.04 | 11.28 | 0.00 | 0.00 | 0.00 | 1.56 | 40.04 | 0.00 | 1.38 | 1.69 | 0.20 |
Data as of 11/22/2024, Common starting date is 12/13/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHJMX (RICE HALL JAMES SMALL CAP PORTFOLIO INSTITUTIONAL CLASS SHARES) |
-21.82%
Feb 2006 – Feb 2009 |
-11.95%
Feb 2004 – Feb 2009 |
-1.21%
Jan 1999 – Jan 2009 |
3.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHJMX (RICE HALL JAMES SMALL CAP PORTFOLIO INSTITUTIONAL CLASS SHARES) |
35.39%
Feb 2009 – Feb 2012 |
27.71%
Feb 2009 – Feb 2014 |
15.58%
Feb 2009 – Feb 2019 |
9.97%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart