Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPTRX (Royce Partners Svc) | NA | 0.48% | 12.35% | 9.17% | NA | NA | NA | … | … |
Data as of 04/23/2015, Common starting date is 05/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPTRX (Royce Partners Svc) | 05/05/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 0.48 | 12.35 | 9.17 | NA | NA | NA | … | … | 0.92 | -0.84 | 32.21 | 20.74 | -11.67 | 18.74 | 14.68 |
| Sharpe Ratio | NA | 0.05 | 1.05 | 0.54 | NA | NA | NA | … | … | 0.38 | -0.08 | 2.72 | 1.41 | -0.45 | 1.06 | 1.86 |
| Standard Deviation(%) | NA | 9.14 | 11.70 | 16.90 | NA | NA | NA | … | … | 7.97 | 10.21 | 11.85 | 14.83 | 25.87 | 17.60 | 12.27 |
| Draw Down(%) | NA | 10.97 | 12.44 | 28.17 | NA | NA | NA | … | … | 3.10 | 10.97 | 6.54 | 13.01 | 28.17 | 15.29 | 5.10 |
| Yield(%) | 0.00 | 24.99 | 15.59 | 11.62 | 7.20 | 4.80 | 3.60 | … | … | 22.56 | 3.34 | 11.24 | 4.43 | 9.27 | 4.84 | 0.00 |
Data as of 04/23/2015, Common starting date is 05/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPTRX (Royce Partners Svc) |
7.00%
Jul 2009 – Jul 2012 |
10.40%
Mar 2010 – Mar 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPTRX (Royce Partners Svc) |
19.47%
Sep 2011 – Sep 2014 |
14.18%
Jun 2009 – Jun 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart