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CCMMX vs. RIPIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CCMMX vs. RIPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Conestoga Mid Cap Fund (CCMMX) and Royce International Premier Fund Institutional Class (RIPIX). The values are adjusted to include any dividend payments, if applicable.

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CCMMX vs. RIPIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CCMMX
Conestoga Mid Cap Fund
0.14%-2.22%3.84%22.45%-30.34%6.80%
RIPIX
Royce International Premier Fund Institutional Class
-9.90%9.89%-7.04%8.14%-26.99%-1.07%

Returns By Period


CCMMX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

RIPIX

1D
-0.44%
1M
-10.68%
YTD
-9.90%
6M
-12.89%
1Y
-0.99%
3Y*
-2.49%
5Y*
-4.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CCMMX vs. RIPIX - Expense Ratio Comparison

CCMMX has a 1.05% expense ratio, which is higher than RIPIX's 1.04% expense ratio.


Return for Risk

CCMMX vs. RIPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CCMMX

RIPIX
RIPIX Risk / Return Rank: 44
Overall Rank
RIPIX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
RIPIX Sortino Ratio Rank: 33
Sortino Ratio Rank
RIPIX Omega Ratio Rank: 33
Omega Ratio Rank
RIPIX Calmar Ratio Rank: 44
Calmar Ratio Rank
RIPIX Martin Ratio Rank: 44
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CCMMX vs. RIPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Conestoga Mid Cap Fund (CCMMX) and Royce International Premier Fund Institutional Class (RIPIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CCMMX vs. RIPIX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CCMMXRIPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

Correlation

The correlation between CCMMX and RIPIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CCMMX vs. RIPIX - Dividend Comparison

CCMMX's dividend yield for the trailing twelve months is around 0.36%, less than RIPIX's 1.62% yield.


TTM20252024202320222021202020192018
CCMMX
Conestoga Mid Cap Fund
0.36%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RIPIX
Royce International Premier Fund Institutional Class
1.62%1.46%5.66%3.09%3.87%5.02%0.36%0.58%0.54%

Drawdowns

CCMMX vs. RIPIX - Drawdown Comparison


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Drawdown Indicators


CCMMXRIPIXDifference

Max Drawdown

Largest peak-to-trough decline

-41.89%

Max Drawdown (1Y)

Largest decline over 1 year

-16.38%

Max Drawdown (5Y)

Largest decline over 5 years

-41.89%

Current Drawdown

Current decline from peak

-33.58%

Average Drawdown

Average peak-to-trough decline

-17.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.03%

Volatility

CCMMX vs. RIPIX - Volatility Comparison


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Volatility by Period


CCMMXRIPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

Volatility (6M)

Calculated over the trailing 6-month period

9.22%

Volatility (1Y)

Calculated over the trailing 1-year period

13.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.14%