Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMVSX (Royce SMid-Cap Value Svc) | NA | -6.69% | 9.01% | 6.95% | NA | NA | NA | … | … |
Data as of 04/24/2015, Common starting date is 10/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMVSX (Royce SMid-Cap Value Svc) | 10/10/2007 | 04/24/2015 |
| 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 (%) | 0.00 | -6.69 | 9.01 | 6.95 | NA | NA | NA | … | … | 2.33 | -1.68 | 22.91 | 15.45 | -11.58 | 25.99 | 28.61 | -29.33 | -0.30 |
| Sharpe Ratio | NA | -0.55 | 0.66 | 0.37 | NA | NA | NA | … | … | 0.75 | -0.13 | 1.81 | 0.90 | -0.40 | 1.41 | 0.93 | -0.79 | -0.50 |
| Standard Deviation(%) | NA | 12.07 | 13.61 | 18.67 | NA | NA | NA | … | … | 10.30 | 12.82 | 12.63 | 17.18 | 28.66 | 18.43 | 30.66 | 38.14 | 7.46 |
| Draw Down(%) | NA | 18.07 | 18.07 | 29.96 | NA | NA | NA | … | … | 4.34 | 17.63 | 7.66 | 16.49 | 29.96 | 14.83 | 29.17 | 49.31 | 2.57 |
| Yield(%) | 0.00 | 0.36 | 0.23 | 0.18 | 0.09 | 0.06 | 0.05 | … | … | 0.05 | 0.34 | 0.17 | 0.00 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/24/2015, 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 |
|---|---|---|---|---|
| RMVSX (Royce SMid-Cap Value Svc) |
0.22%
Sep 2008 – Sep 2011 |
2.45%
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 |
|---|---|---|---|---|
| RMVSX (Royce SMid-Cap Value Svc) |
26.09%
Feb 2009 – Feb 2012 |
20.83%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart