Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/01/2019.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYOHX (ROYCE SMALL-CAP LEADERS FUND SERVICE CLASS) | NA | -14.36% | 3.82% | 2.88% | 6.82% | 7.09% | NA | 8.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYOHX (ROYCE SMALL-CAP LEADERS FUND SERVICE CLASS) | 11/07/2003 | 10/01/2019 |
The return data shown below all have the same latest date: 10/01/2019.
AR inception is since 11/07/2003.
AR inception is since 11/07/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14.36 | 3.82 | 2.88 | 6.82 | 7.09 | NA | 8.26 | 4.07 | -12.72 | 10.16 | 25.52 | -12.51 | -3.27 | 30.86 | 11.52 | -6.52 | 24.77 | 38.05 | -29.18 | 7.35 | 13.70 | 14.89 | 27.24 | 4.14 |
| Sharpe Ratio | NA | -0.92 | 0.19 | 0.14 | 0.36 | NA | NA | 0.34 | 0.26 | -0.86 | 0.88 | 1.46 | -0.79 | -0.23 | 2.21 | 0.66 | -0.21 | 1.21 | 1.23 | -0.72 | 0.26 | 0.69 | 1.00 | 2.06 | 4.65 |
| Standard Deviation(%) | NA | 17.31 | 14.12 | 15.35 | 17.94 | NA | NA | 20.49 | 15.11 | 16.25 | 10.93 | 17.30 | 15.88 | 14.11 | 13.96 | 17.57 | 30.46 | 20.37 | 30.94 | 41.41 | 16.86 | 15.10 | 12.73 | 12.73 | 6.93 |
| Draw Down(%) | NA | 22.29 | 24.98 | 24.98 | 30.45 | NA | NA | 51.18 | 14.16 | 24.98 | 5.56 | 11.43 | 17.14 | 15.27 | 7.62 | 15.39 | 30.45 | 16.63 | 28.50 | 47.58 | 11.44 | 16.38 | 8.61 | 10.02 | 0.92 |
| Yield(%) | 0.00 | 15.84 | 14.35 | 11.68 | 11.11 | 10.45 | 9.23 | 12.30 | 0.00 | 16.68 | 15.90 | 12.61 | 15.93 | 10.54 | 15.69 | 9.37 | 4.52 | 1.33 | 0.00 | 1.08 | 8.68 | 3.03 | 5.26 | 3.24 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYOHX (ROYCE SMALL-CAP LEADERS FUND SERVICE CLASS) |
-12.70%
Feb 2006 - Feb 2009 |
-0.30%
Feb 2004 - Feb 2009 |
4.09%
Jan 2006 - Jan 2016 |
7.05%
Jun 2004 - Jun 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYOHX (ROYCE SMALL-CAP LEADERS FUND SERVICE CLASS) |
29.53%
Feb 2009 - Feb 2012 |
23.02%
Feb 2009 - Feb 2014 |
12.80%
Feb 2009 - Feb 2019 |
8.30%
Apr 2004 - Apr 2019 |
Annualized Rolling Returns Comparison Chart