RYIPX vs. KGGIX
RYIPX (Royce International Premier Fund) and KGGIX (Kopernik Global All-Cap Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, RYIPX returned 4.38%/yr vs 11.65%/yr for KGGIX. Their 0.54 correlation means they have sometimes moved together and sometimes differently. RYIPX charges 1.44%/yr vs 1.01%/yr for KGGIX.
Performance
RYIPX vs. KGGIX - Performance Comparison
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Returns By Period
In the year-to-date period, RYIPX achieves a 0.91% return, which is significantly lower than KGGIX's 4.32% return. Over the past 10 years, RYIPX has underperformed KGGIX with an annualized return of 4.38%, while KGGIX has yielded a comparatively higher 11.65% annualized return.
RYIPX
- 1D
- -0.77%
- 1M
- -1.02%
- 6M
- 0.32%
- YTD
- 0.91%
- 1Y
- -3.81%
- 3Y*
- 1.70%
- 5Y*
- -4.98%
- 10Y*
- 4.38%
- ALL TIME*
- 4.74%
KGGIX
- 1D
- -0.86%
- 1M
- 2.47%
- 6M
- -3.00%
- YTD
- 4.32%
- 1Y
- 28.62%
- 3Y*
- 20.34%
- 5Y*
- 11.39%
- 10Y*
- 11.65%
- ALL TIME*
- 9.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RYIPX vs. KGGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYIPX Royce International Premier Fund | 0.91% | 9.37% | -7.37% | 7.68% | -27.27% | 5.77% | 15.74% | 34.22% | -12.76% | 39.80% |
KGGIX Kopernik Global All-Cap Fund | 4.32% | 64.88% | -4.91% | 13.43% | -9.05% | 16.86% | 37.23% | 10.00% | -11.07% | 8.98% |
Correlation
The correlation between RYIPX and KGGIX is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.51 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.57 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2013 | 0.54 |
The correlation between RYIPX and KGGIX has been stable across timeframes, ranging from 0.49 to 0.57 - a consistent structural relationship.
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Return for Risk
RYIPX vs. KGGIX — Risk / Return Rank
RYIPX
KGGIX
RYIPX vs. KGGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund (RYIPX) and Kopernik Global All-Cap Fund (KGGIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYIPX | KGGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.32 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.24 | 2.16 | -2.40 |
| Martin ratioReturn relative to average drawdown | -0.59 | 5.29 | -5.88 |
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Drawdowns
RYIPX vs. KGGIX - Drawdown Comparison
The maximum RYIPX drawdown since its inception was -42.14%, smaller than the maximum KGGIX drawdown of -45.11%. Use the drawdown chart below to compare losses from any high point for RYIPX and KGGIX.
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Drawdown Indicators
| RYIPX | KGGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.14% | -45.11% | +2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -13.27% | -2.29% |
Max Drawdown (3Y)Largest decline over 3 years | -17.41% | -13.76% | -3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -42.14% | -26.43% | -15.71% |
Max Drawdown (10Y)Largest decline over 10 years | -42.14% | -31.59% | -10.55% |
Current DrawdownCurrent decline from peak | -26.91% | -9.75% | -17.16% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -9.52% | -2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.38% | 5.41% | +0.97% |
Volatility
RYIPX vs. KGGIX - Volatility Comparison
Royce International Premier Fund (RYIPX) has a higher volatility of 4.65% compared to Kopernik Global All-Cap Fund (KGGIX) at 3.56%. This indicates that RYIPX's price experiences larger fluctuations and is considered to be riskier than KGGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYIPX | KGGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 3.56% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 11.55% | 12.67% | -1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 15.62% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 15.29% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 14.96% | +0.12% |
RYIPX vs. KGGIX - Expense Ratio Comparison
RYIPX has a 1.44% expense ratio, which is higher than KGGIX's 1.01% expense ratio.
Dividends
RYIPX vs. KGGIX - Dividend Comparison
RYIPX's dividend yield for the trailing twelve months is around 0.79%, less than KGGIX's 15.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KGGIX Kopernik Global All-Cap Fund | 15.78% | 16.46% | 1.04% | 8.60% | 13.59% | 9.30% | 4.81% | 3.02% | 0.25% | 4.40% | 3.34% | 0.81% |
RYIPX Royce International Premier Fund | 0.79% | 0.79% | 4.10% | 2.18% | 3.18% | 4.51% | 0.00% | 0.20% | 0.00% | 0.71% | 2.40% | 2.61% |
Frequently Asked Questions
RYIPX and KGGIX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYIPX has higher volatility (4.65%) compared to KGGIX (3.56%). In terms of maximum drawdown, RYIPX dropped -42.14% vs KGGIX's -45.11%.
KGGIX currently has the higher Sharpe Ratio (1.84 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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