Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RISIX (ROYCE INTERNATIONAL SMALL-CAP FUND INSTITUTIONAL CLASS) | NA | 0.25% | -2.22% | NA | NA | NA | NA | … | … |
Data as of 10/06/2017, Common starting date is 01/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RISIX (ROYCE INTERNATIONAL SMALL-CAP FUND INSTITUTIONAL CLASS) | 01/28/2014 | 10/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.25 | -2.22 | NA | NA | NA | NA | … | … | 5.10 | -1.42 | -4.43 | -4.92 |
| Sharpe Ratio | NA | -0.05 | -0.20 | NA | NA | NA | NA | … | … | 1.93 | -0.11 | -0.33 | -0.68 |
| Standard Deviation(%) | NA | 4.72 | 12.11 | NA | NA | NA | NA | … | … | 3.17 | 14.84 | 13.52 | 7.80 |
| Draw Down(%) | NA | 6.48 | 23.22 | NA | NA | NA | NA | … | … | 1.80 | 12.63 | 15.86 | 15.81 |
| Yield(%) | 0.00 | 4.80 | 5.69 | 3.44 | 1.72 | 1.15 | 0.86 | … | … | 0.00 | 5.04 | 0.00 | 13.33 |
Data as of 10/06/2017, Common starting date is 01/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RISIX (ROYCE INTERNATIONAL SMALL-CAP FUND INSTITUTIONAL CLASS) |
-4.81%
Jun 2014 – Jun 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RISIX (ROYCE INTERNATIONAL SMALL-CAP FUND INSTITUTIONAL CLASS) |
-2.48%
Sep 2014 – Sep 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart