RYOTX vs. IWC

In the year-to-date period, RYOTX achieves a -9.32% return, which is significantly lower than IWC's -8.01% return. Over the past 10 years, RYOTX has outperformed IWC with an annualized return of 6.54%, while IWC has yielded a comparatively lower 5.31% annualized return.

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RYOTX has a 1.20% expense ratio, which is higher than IWC's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Royce Micro Cap Series Fund (RYOTX) and iShares Microcap ETF (IWC). 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.

The current RYOTX Sharpe Ratio is -0.06, which is lower than the IWC Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of RYOTX and IWC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RYOTX's dividend yield for the trailing twelve months is around 13.45%, more than IWC's 1.17% yield.

The maximum RYOTX drawdown since its inception was -56.86%, smaller than the maximum IWC drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for RYOTX and IWC.

Royce Micro Cap Series Fund (RYOTX) and iShares Microcap ETF (IWC) have volatilities of 7.07% and 6.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.