Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROHHX (ROYCE SMALL-CAP LEADERS FUND INVESTMENT CLASS) | NA | -14.40% | 3.95% | 3.10% | 7.08% | NA | NA | … | … |
Data as of 10/01/2019, Common starting date is 03/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROHHX (ROYCE SMALL-CAP LEADERS FUND INVESTMENT CLASS) | 03/23/2007 | 10/01/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.40 | 3.95 | 3.10 | 7.08 | NA | NA | … | … | 4.03 | -12.53 | 10.46 | 25.84 | -12.21 | -2.95 | 31.24 | 11.78 | -6.30 | 25.06 | 38.33 | -29.14 | 3.26 |
| Sharpe Ratio | NA | -0.92 | 0.20 | 0.16 | 0.37 | NA | NA | … | … | 0.26 | -0.84 | 0.90 | 1.46 | -0.77 | -0.21 | 2.24 | 0.67 | -0.21 | 1.23 | 1.24 | -0.72 | 0.07 |
| Standard Deviation(%) | NA | 17.25 | 14.16 | 15.41 | 17.99 | NA | NA | … | … | 14.89 | 16.45 | 10.98 | 17.42 | 15.89 | 14.21 | 13.94 | 17.57 | 30.64 | 20.34 | 30.93 | 41.46 | 17.82 |
| Draw Down(%) | NA | 22.42 | 24.96 | 24.96 | 30.41 | NA | NA | … | … | 14.16 | 24.96 | 5.61 | 11.31 | 17.15 | 15.15 | 7.48 | 15.44 | 30.41 | 16.56 | 28.45 | 47.52 | 11.34 |
| Yield(%) | 0.00 | 16.08 | 14.57 | 11.85 | 11.37 | 7.12 | 5.34 | … | … | 0.00 | 16.96 | 16.23 | 12.76 | 16.17 | 10.47 | 15.88 | 9.97 | 4.57 | 1.33 | 0.00 | 1.08 | 8.38 |
Data as of 10/01/2019, Common starting date is 03/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROHHX (ROYCE SMALL-CAP LEADERS FUND INVESTMENT CLASS) |
-2.50%
Jun 2007 – Jun 2010 |
0.71%
Dec 2013 – Dec 2018 |
5.68%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROHHX (ROYCE SMALL-CAP LEADERS FUND INVESTMENT CLASS) |
29.85%
Feb 2009 – Feb 2012 |
23.33%
Feb 2009 – Feb 2014 |
13.09%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart