Royce Opportunity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2002 | 0.89 | -1.76 | 11.2 | 2.62 | -3.53 | -5.09 | -17.58 | -2.34 | -10.25 | 2.82 | 15.01 | -7.4 | -18.1 |
| 2003 | -1.76 | -3.59 | -0.86 | 10.53 | 14.23 | 4.46 | 9.63 | 7.09 | -0.75 | 11.55 | 4.88 | 2.39 | 72.9 |
| 2004 | 5.26 | 0.94 | -0.23 | -4.58 | 0.24 | 5.68 | -6.91 | -2.31 | 5.06 | 0.96 | 9.39 | 3.98 | 17.6 |
| 2005 | -4.72 | 2.91 | -2.37 | -8.07 | 6.05 | 3.69 | 6.74 | -0.94 | 0.44 | -3.65 | 4.92 | 0.99 | 4.9 |
| 2006 | 10.37 | -0.07 | 5.8 | 1.32 | -5.69 | -1.53 | -3.62 | 2.68 | 0.97 | 4.8 | 2.18 | 1.18 | 18.9 |
| 2007 | 2.67 | 0.3 | 1.48 | 2.55 | 4.77 | 0.41 | -5.21 | -1.78 | 1.16 | 1.58 | -8.77 | -0.25 | -1.9 |
| 2008 | -6.58 | -3.09 | 0.1 | 3.58 | 5.09 | -10.05 | 1.42 | 5.21 | -9.9 | -25.48 | -18.58 | 4.78 | -45.8 |
| 2009 | -11.07 | -13.05 | 12.7 | 27.05 | 5.97 | 1.67 | 14.52 | 6.54 | 8.34 | -7.93 | 1.85 | 9.72 | 62.2 |
| 2010 | -3.09 | 6.83 | 9.16 | 9.07 | -9.61 | -10.34 | 8.98 | -9.16 | 14.11 | 3.83 | 4.35 | 10.14 | 34.7 |
| 2011 | 1.07 | 4.88 | 0.62 | 1.08 | -2.59 | -2.35 | -4.73 | -11.62 | -14.38 | 17.69 | -1.89 | 2.01 | -12.9 |
| 2012 | 10.38 | 3.14 | 3.12 | -1.56 | -7.57 | 4.14 | -2.77 | 3.64 | 3.43 | -0.91 | 1.76 | 4.95 | 22.7 |
| 2013 | 7.05 | 2.01 | 3.72 | -1.1 | 5.85 | 0 | 6.85 | -3.6 | 6.18 | 2.94 | 4.6 | 2.9 | 43.7 |
| 2014 | -2.86 | 5.77 | 0.74 | -3.26 | -0.95 | 3.85 | -6.18 | 5.01 | -7.59 | 3.12 | -0.13 | 3.56 | -0 |
| 2015 | -5.94 | 7.17 | 0.36 | -1.23 | 0.81 | 0 | -6.04 | -4.34 | -5.99 | 6.12 | 2.27 | -6.43 | -13.6 |
| 2016 | -8.01 | 1.52 | 9.37 | 2.46 | -0.36 | -0.98 | 7.57 | 3.44 | 1.7 | -4.94 | 14.25 | 2.46 | 30 |
| 2017 | 0.99 | 2.12 | 2.08 | 0.8 | -1.22 | 3.28 | 1.27 | -0.91 | 8.52 | 0.97 | 1.67 | 0.67 | 21.8 |
| 2018 | 1.3 | -3.85 | 0.15 | 0.59 | 5.89 | 0.21 | 1.8 | 3 | -3.31 | -11.77 | -0.31 | -13.79 | -20 |
| 2019 | 14.61 | 5.17 | -5.16 | 3.8 | -10.82 | 9.33 | 1.02 | -5.49 | 5.72 | 1.94 | 4.23 | 1.83 | 26.4 |
| 2020 | 6.14 | 7.05 | 4.58 | 6.02 | 17.79 | -27.44 | -8.58 | -5.31 | -2.18 | 3.17 | 23.34 | 9.23 | 26.7 |
| 2021 | -13.71 | 12.67 | 28.59 | 1.38 | 3.16 | 0.05 | -2.12 | -0.19 | -3.18 | 3.64 | -1.88 | -15.68 | 6.1 |
| 2022 | -6.86 | 2.87 | -0.49 | -8.96 | 2.07 | -12 | 10.8 | -2.42 | -12.34 | 12.34 | 5.32 | -9.7 | -21 |
| 2023 | 13.17 | -1.24 | -5.2 | -3.33 | -1.08 | 11.69 | 3.9 | -3.75 | -4.94 | -7.59 | 8.59 | 5.79 | 14.2 |
| 2024 | -4.19 | 4.6 |