RHFHX - Royce Small/Mid-Cap Premier Investment

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-3.07%
5-Year Average Return8.30%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Jun 29, 2018)52.07%
Worst 1 Yr Total Return (Jun 29, 2018)-36.07%
Best 3-Yr Total Return52.07%
Worst 3-Yr Total Return3.15%

Trailing Returns (%) Vs. Benchmarks

ReturnRHFHXCategory
YTD-3.07%1.95%
1-Month-0.52%0.45%
3-Month-0.59%2.96%
1-Year11.36%11.31%
3-Year8.76%7.96%
5-Year8.30%10.61%
10-Year9.10%8.92%
Last Bull Market25.37%25.35%
Last Bear Market-26.72%-22.31%

Annual Total Return (%) History

Year
RHFHXCategory
2018
N/AN/A
2017
21.47%15.93%
2016
18.12%14.14%
2015
-6.33%-4.75%
2014
-0.81%7.80%
2013
26.37%34.10%
2012
14.61%16.15%
2011
-9.09%-3.81%
2010
27.71%22.52%
2009
52.07%37.39%
2008
-36.07%-39.18%
2007
N/A4.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-2.49%-0.59%N/AN/A
20174.44%1.24%6.20%8.17%
20164.90%0.52%6.78%4.91%
20151.25%0.00%-10.32%3.17%
20140.62%2.45%-7.29%3.79%
20139.32%0.25%8.44%6.32%
201213.00%-9.27%5.07%6.39%
20117.62%-2.34%-22.94%12.24%
20105.20%-8.39%13.78%16.47%
2009-7.65%29.21%20.08%6.13%
2008-10.87%-0.78%-3.86%-24.80%
20074.85%-1.78%-4.10%N/A

Rank In Category (By Total Return)

YTD97
1-Month83
3-Month94
1-Year55
3-Year46
5-Year87

Load Adjusted Returns

1-Year11.36%
3-Year8.76%
5-Year8.30%
10-Year9.10%