Royce Opportunity Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | 0 | 0 | 0 | 0 | 0 | 0.34 | -5.24 | -1.87 | 1.1 | 1.52 | -8.84 | -13.77 | 0 |
2008 | -6.53 | -3.2 | 0.1 | 3.41 | 5.04 | -10.06 | 1.33 | 5.06 | -9.92 | -25.45 | -19.23 | 4.53 | -46.6 |
2009 | -11.09 | -13.09 | 12.71 | 26.93 | 5.76 | 1.71 | 14.37 | 6.42 | 8.29 | -8 | 1.77 | 9.79 | 61.1 |
2010 | -3.27 | 6.88 | 9.06 | 8.51 | -9.59 | -10.51 | 8.89 | -9.11 | 13.94 | 3.74 | 4.29 | 10.09 | 33 |
2011 | 0.93 | 4.88 | 0.56 | 1.04 | -2.68 | -2.43 | -4.82 | -11.62 | -14.43 | 17.55 | -1.87 | 1.79 | -13.7 |
2012 | 10.42 | 2.99 | 3.17 | -1.62 | -7.73 | 4.14 | -2.8 | 3.53 | 3.32 | -0.96 | 1.67 | 4.93 | 21.9 |
2013 | 6.98 | 1.96 | 3.68 | -1.16 | 5.78 | -0.07 | 6.72 | -3.6 | 6.1 | 2.84 | 4.54 | 2.81 | 42.6 |
2014 | -2.92 | 5.73 | 0.73 | -3.41 | -0.95 | 3.84 | -6.28 | 4.94 | -7.59 | 3.05 | -0.21 | 3.46 | -0.7 |
2015 | -6.05 | 7.12 | 0.32 | -1.26 | 0.72 | 0 | -6.11 | -4.39 | -6.1 | 6.02 | 2.31 | -6.6 | -14.3 |
2016 | -8.02 | 1.45 | 9.26 | 2.42 | -0.49 | -0.99 | 7.5 | 3.44 | 1.53 | -4.96 | 14.17 | 2.5 | 29.2 |
2017 | 0.94 | 1.95 | 2.08 | 0.73 | -1.3 | 3.28 | 1.11 | -0.94 | 8.41 | 0.95 | 1.59 | 0.61 | 20.9 |
2018 | 1.22 | -3.87 | 0 | 0.5 | 5.84 | 0.16 | 1.81 | 2.86 | -3.38 | -11.75 | -0.44 | -13.79 | -20.6 |
2019 | 14.49 | 5.1 | -5.23 | 3.65 | -10.84 | 9.28 | 0.98 | -5.51 | 5.62 | 1.84 | 4.18 | 1.82 | 25.4 |
2020 | 5.94 | 7.14 | 4.47 | 5.95 | 17.57 | -27.46 | -8.62 | -5.38 | -2.22 | 3.17 | 23.2 | 9.18 | 25.7 |
2021 | -13.67 | 12.64 | 28.34 | 1.37 | 3.1 | 0 | -2.24 | -0.22 | -3.25 | 3.59 | -1.96 | -15.62 | 5.5 |
2022 | -6.96 | 2.83 | -0.56 | -9.02 | 2.03 | -12.09 | 10.79 | -2.51 | -12.41 | 12.33 | 5.24 | -9.65 | -21.6 |
2023 | 13.09 | -1.29 | -5.25 | -3.42 | -1.18 | 11.69 | 3.82 | -3.75 | -5.05 | -7.65 | 8.46 | 5.95 | 13.5 |
2024 | -4.25 | 5.8 |