Royce Special Equity Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2003 | 0 | -100 | 1.71 | 11.84 | 0 |
| 2004 | 5.46 | 3.22 | -2.97 | 3.27 | 9.08 |
| 2005 | -2.35 | 0.1 | -2.3 | -0.21 | -4.7 |
| 2006 | 9 | -3.64 | 2.3 | -1.06 | 5.47 |
| 2007 | 3.15 | 7.04 | -6.22 | -3.23 | 4.69 |
| 2008 | -4.45 | -3.45 | 2.44 | -14.97 | -19.64 |
| 2009 | -8.5 | 18.74 | 13.49 | 4.15 | 28.42 |
| 2010 | 7.57 | -9.7 | 8.09 | 14.06 | 19.75 |
| 2011 | 5.72 | -2.41 | -14.68 | 13.73 | 0.11 |
| 2012 | 10.9 | -5.19 | 5.16 | 2.86 | 15.49 |
| 2013 | 8.66 | 4.6 | 6.89 | 6.36 | 29.49 |
| 2014 | -0.72 | 0.93 | -7.02 | 8.81 | 1.38 |
| 2015 | 2.47 | -2.84 | -11.32 | -0.83 | -12.45 |
| 2016 | 5.67 | 2.55 | 5.7 | 15.61 | 32.43 |
| 2017 | -0.27 | -0.05 | 3.54 | 3.29 | 7.83 |
| 2018 | -5 | 7.38 | -0.69 | -9.28 | -9.91 |
| 2019 | 7.7 | -3.83 | -0.33 | -3.65 | 0.87 |
| 2020 | -24.61 | 19.41 | -1.13 | 16.35 | 3.56 |
| 2021 | -3 | 17.83 | -15.34 | 8.33 | 4.82 |
| 2022 | -5.66 | -7.56 | -3.58 | -0.88 | -16.65 |
| 2023 | 3.94 | -3.88 | 4.29 | 3.42 | 7.1 |
| 2024 | 2.19 | -2.56 | 0 | 1.72 |