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Royce Smaller-Companies Growth Fund (RVPHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.00+0.04 (+0.57%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.11%
5-year average return6.90%
Number of years up11
Number of years down5
Best 1-yr total return (28 Apr 2024)49.61%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return49.61%
Worst 3-yr total return-4.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRVPHXCategory
YTD9.31%12.40%
1-month4.00%3.37%
3-month9.31%4.88%
1-year16.85%55.69%
3-year-5.83%19.34%
5-year8.49%20.72%
10-year7.24%13.98%
Last bull market51.75%27.85%
Last bear market-23.32%-24.06%

Annual total return (%) history

Year
RVPHXCategory
2024
N/AN/A
2023
17.05%N/A
2022
-32.07%N/A
2021
8.09%N/A
2020
49.61%38.62%
2019
23.92%27.68%
2018
-9.94%-5.76%
2017
18.20%21.50%
2016
9.67%11.20%
2015
-1.59%-2.41%
2014
4.04%2.44%
2013
32.59%40.91%
2012
15.45%13.15%
2011
-9.79%-3.55%
2010
20.25%26.98%
2009
41.91%35.46%
2008
-40.88%-41.55%
2007
N/A7.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.31%N/AN/AN/A
20239.49%5.30%-10.98%14.04%
2022-16.59%-23.32%2.15%3.97%
202112.48%5.87%-5.47%-3.98%
2020-23.63%33.81%9.65%33.51%
201915.89%4.53%-6.14%8.99%
20180.46%10.11%5.38%-22.73%
20175.17%5.93%4.48%1.55%
2016-4.31%1.01%5.56%7.49%
20154.81%4.05%-11.05%1.44%
20143.52%0.62%-6.48%6.80%
20139.42%2.76%9.15%8.03%
201215.12%-7.79%7.90%0.80%
20116.88%-2.49%-22.36%11.48%
20105.31%-7.89%7.93%14.87%
2009-6.27%24.23%18.21%3.10%
2008-9.64%2.17%-9.89%-28.93%
20077.14%-1.95%-6.59%N/A

Rank in category (by total return)

YTD28
1-month9
3-month28
1-year58
3-year80
5-year54

Load adjusted returns

1-year16.85%
3-year-5.83%
5-year8.49%
10-year7.24%