Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMISX (Royce Enterprise Select Invmt) | NA | 5.47% | 13.56% | 11.06% | NA | NA | NA | … | … |
Data as of 04/23/2015, Common starting date is 10/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMISX (Royce Enterprise Select Invmt) | 10/10/2007 | 04/23/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 5.47 | 13.56 | 11.06 | NA | NA | NA | … | … | 1.65 | 5.21 | 28.69 | 15.68 | 0.66 | 17.23 | 22.10 | -26.99 | 0.30 |
| Sharpe Ratio | NA | 0.62 | 1.30 | 0.72 | NA | NA | NA | … | … | 0.71 | 0.54 | 3.01 | 1.21 | 0.03 | 1.05 | 1.10 | -1.06 | -0.13 |
| Standard Deviation(%) | NA | 8.86 | 10.42 | 15.29 | NA | NA | NA | … | … | 7.74 | 9.69 | 9.53 | 13.06 | 23.82 | 16.39 | 20.06 | 26.31 | 7.25 |
| Draw Down(%) | NA | 9.46 | 9.49 | 22.48 | NA | NA | NA | … | … | 4.06 | 9.46 | 3.42 | 10.22 | 22.48 | 14.47 | 17.36 | 38.26 | 2.50 |
| Yield(%) | 0.00 | 19.18 | 14.22 | 10.54 | 5.24 | 3.49 | 2.62 | … | … | 10.51 | 9.53 | 11.08 | 10.52 | 5.69 | 0.67 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2015, Common starting date is 10/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMISX (Royce Enterprise Select Invmt) |
-0.27%
Nov 2007 – Nov 2010 |
3.57%
Nov 2007 – Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMISX (Royce Enterprise Select Invmt) |
20.07%
Feb 2009 – Feb 2012 |
18.68%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart