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Royce Small-Cap Fund Instl (RPMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.55-0.14 (-1.44%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.69%
5-year average return11.39%
Number of years up8
Number of years down4
Best 1-yr total return (3 Jun 2024)35.34%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return35.34%
Worst 3-yr total return3.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRPMIXCategory
YTD0.00%20.19%
1-month-6.12%0.02%
3-month2.79%4.36%
1-year19.71%60.18%
3-year2.93%11.32%
5-year9.14%13.88%
10-year8.31%11.19%
Last bull market27.98%27.98%
Last bear market-13.39%-24.08%

Annual total return (%) history

Year
RPMIXCategory
2024
N/AN/A
2023
26.77%N/A
2022
-17.07%N/A
2021
22.10%N/A
2020
14.10%10.99%
2019
26.53%23.75%
2018
-9.56%-12.72%
2017
16.44%12.28%
2016
26.65%20.78%
2015
-11.34%-5.38%
2014
-0.58%3.79%
2013
35.34%37.39%
2012
14.72%15.46%
2011
N/A-4.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.51%N/AN/AN/A
20238.26%6.66%-2.61%12.73%
2022-8.99%-13.39%-4.46%10.12%
202113.53%2.83%-2.25%6.99%
2020-30.31%24.09%3.79%27.12%
201913.62%3.73%-1.31%8.78%
20180.66%4.99%4.66%-18.24%
20171.45%3.30%6.57%4.25%
20166.21%1.41%6.46%10.45%
20151.15%-0.99%-12.96%1.71%
20140.34%1.76%-7.57%5.35%
201310.16%1.26%10.74%9.57%
201212.14%-7.19%5.34%4.64%
2011-21.06%13.33%N/AN/A

Rank in category (by total return)

YTD36
1-month52
3-month29
1-year12
3-year18
5-year18

Load adjusted returns

1-year19.71%
3-year2.93%
5-year9.14%
10-year8.31%