Royce

  • Royce Opportunity Fund

Royce Opportunity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 2.5 0 0 0 0 0 0 0 0 0 0 0 0
1997 -2.5 -0.9 -1.5 7.2 3.7 3.3 5.6 5.2 0.4 -1.5 1.2 -0.6 20.7
1998 2.6 10.2 7.9 2.2 -15.7 -7.2 -2.8 -2.5 2.1 6 6.5 -1.5 4.9
1999 7.3 8 -0.6 0.2 -1.9 1.3 7.1 5.5 16.1 -3.1 -8.7 -0.7 32.3
2000 6.8 -7.3 -4.6 -1.1 6 2.6 4.7 -2.8 -3.5 5.7 9.2 4.3 20.1
2001 7.8 7.8 4.4 -15.5 -1.8 -2.4 1 7 6 -4.8 -3.7 13.8 17.4
2002 -6.1 14.9 2.8 -10.3 -2.3 -17.6 -5.1 -3.4 2.6 11.1 -1.8 0.9 -17
2003 2.4 4.9 11.6 -0.8 7 9.6 4.5 14.3 10.6 -0.9 -3.6 -1.8 72.9
2004 4 9.4 1 5 -2.2 -6.9 5.6 0.2 -4.6 -0.2 0.9 5.2 17.5
2005 1 4.9 -3.7 0.4 -0.9 6.7 3.7 6 -8 -2.4 2.9 -4.8 4.8
2006 1.2 2.2 4.8 1 2.7 -3.6 -1.6 -5.6 1.3 5.8 0 10.3 18.8
2007 -0.3 -8.8 1.6 1.2 -1.8 -5.2 0.4 4.8 2.5 1.5 0.3 2.7 -2
2008 4.7 -18.6 -25.5 -10 5.3 1.3 -10 5.1 3.5 0.1 -3.1 -6.5 -45.8
2009 9.9 1.9 -8 8.3 6.4 14.6 1.7 5.8 27.2 12.5 -12.9 -11.1 62.1
2010 10.1 4.4 3.8 14.1 -9.1 8.9 -10.4 -9.5 8.5 9.1 6.9 -3.2 0
2011 1.9 -1.8 17.7 -14.5 -11.5 -4.8 -2.4 -2.6 1.1 0.6 4.9 1.1 -13
2012 4.9 1.9 -1 3.5 3.6 -2.8 4.2 -7.6 -1.7 3.2 3.1 10.4 22.6
2013 2.9 4.6 2.9 6.2 -3.6 6.9 -0.1 5.8 -1.1 3.8 2 7.1 43.5
2014 3.5 -0.1 3.1 -7.6 5 -6.3 3.9 -1 -3.3 0.8 5.8 -2.8 -0.1
2015 -6.5 2.4 6 -6 -4.4 -6 0 0.8 -1.3 0.3 7.2 -5.9 -13.7
2016 2.5 14.2 -4.9 1.7 3.5 7.5 -1 -0.4 2.5 9.3 1.4 -8 29.9
2017 0.7 1.7 0.9 8.5 -0.9 1.3 3.3 -1.3 0.8 2.1 2 1 21.7
2018 -13.8 -0.4 -11.7 -3.4 3 1.8 0.2 5.9 0.5 0.2 -3.9 1.3 -20.1
2019 1.9 4.2 2 5.7 -5.5 1.1 9.3 -10.8 3.7 -5.1 5.1 14.6 26.2
2020 9.2 23.4 3.2 -2.2 6.1 7.1 4.6 5.9 17.7 -27.4 -8.6 -5.3 26.5
2021 -15.9 -1.9 3.6 -3.2 -0.2 -2.2 0.1 3.1 24.9 4.6 12.7 -13.9 5.8
2022 -9.7 5.3 12.4 -12.3 -2.5 10.8 -12 2.1 -9 -0.5 2.9 -6.9 -21.1
2023 6 8.5 -7.6 -5 -3.7 3.9 11.7 -1.1 -3.4 -5.2 -1.3 13.2 14.3
2024 -7.1 3.7 5.9 -4.2 0 0 0 0 0 0 0 0 -3.6