Australia markets open in 9 hours 24 minutes

Royce Smaller-Companies Growth Consult (RVPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
4.7900-0.0400 (-0.83%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.69%
5-year average return4.31%
Number of years up11
Number of years down5
Best 1-yr total return (24 Apr 2023)48.05%
Worst 1-yr total return (24 Apr 2023)N/A
Best 3-yr total return48.05%
Worst 3-yr total return-0.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRVPCXCategory
YTD5.69%12.40%
1-month-0.21%3.37%
3-month-2.42%4.88%
1-year-3.69%55.69%
3-year10.36%19.34%
5-year4.31%20.72%
10-year6.75%13.98%
Last bull market50.28%27.85%
Last bear market-23.43%-24.06%

Annual total return (%) history

Year
RVPCXCategory
2023
N/AN/A
2022
-32.78%N/A
2021
6.97%N/A
2020
48.05%38.62%
2019
22.85%27.68%
2018
-10.95%-5.76%
2017
16.92%21.50%
2016
8.58%11.20%
2015
-2.61%-2.41%
2014
3.05%2.44%
2013
31.31%40.91%
2012
14.14%13.15%
2011
-10.70%-3.55%
2010
18.85%26.98%
2009
40.31%35.46%
2008
-41.55%-41.55%
2007
2.40%7.59%
2006
N/A10.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.19%N/AN/AN/A
2022-16.93%-23.43%2.00%3.61%
202112.11%5.60%-5.77%-4.11%
2020-23.94%33.59%9.39%33.18%
201915.68%4.22%-6.36%8.82%
20180.22%9.68%5.20%-22.98%
20174.88%5.64%4.22%1.25%
2016-4.50%0.73%5.30%7.18%
20154.57%3.79%-11.31%1.17%
20143.25%0.42%-6.76%6.58%
20139.14%2.49%8.91%7.78%
201214.83%-8.11%7.60%0.53%
20116.70%-2.81%-22.57%11.22%
20104.94%-8.11%7.69%14.45%
2009-6.55%23.76%17.87%2.92%
2008-9.89%1.87%-10.14%-29.14%
20075.15%6.74%-2.04%-6.87%
2006-6.05%-0.84%10.09%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-12.49%
3-year15.18%
5-year4.88%
10-year6.90%