Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROHRX (ROYCE SMALL-CAP LEADERS FUND R CLASS) | NA | 7.93% | 6.82% | 6.21% | 7.51% | NA | NA | … | … |
Data as of 07/03/2018, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROHRX (ROYCE SMALL-CAP LEADERS FUND R CLASS) | 05/22/2008 | 07/03/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.93 | 6.82 | 6.21 | 7.51 | NA | NA | … | … | 0.00 | 9.82 | 25.18 | -12.84 | -3.61 | 30.45 | 10.94 | -6.87 | 24.26 | 37.37 | -29.00 |
| Sharpe Ratio | NA | 0.59 | 0.40 | 0.41 | 0.32 | NA | NA | … | … | -0.09 | 0.84 | 1.44 | -0.81 | -0.26 | 2.19 | 0.62 | -0.23 | 1.19 | 1.20 | -0.90 |
| Standard Deviation(%) | NA | 11.70 | 15.00 | 14.34 | 22.75 | NA | NA | … | … | 13.50 | 10.97 | 17.29 | 15.87 | 14.16 | 13.86 | 17.59 | 30.63 | 20.25 | 30.96 | 48.67 |
| Draw Down(%) | NA | 8.61 | 22.01 | 28.38 | 47.57 | NA | NA | … | … | 8.61 | 5.63 | 11.24 | 17.34 | 15.39 | 7.60 | 15.53 | 30.65 | 16.61 | 28.65 | 47.75 |
| Yield(%) | 0.00 | 15.31 | 11.00 | 10.06 | 8.25 | 5.02 | 3.77 | … | … | 0.00 | 15.47 | 8.99 | 12.30 | 8.36 | 12.68 | 6.92 | 3.77 | 1.11 | 0.00 | 0.88 |
Data as of 07/03/2018, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROHRX (ROYCE SMALL-CAP LEADERS FUND R CLASS) |
-1.84%
Oct 2013 – Oct 2016 |
0.84%
Jan 2011 – Jan 2016 |
7.22%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROHRX (ROYCE SMALL-CAP LEADERS FUND R CLASS) |
28.96%
Feb 2009 – Feb 2012 |
22.51%
Feb 2009 – Feb 2014 |
7.22%
Jun 2008 – Jun 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart