Royce Special Equity Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2003 | 0 | 1.66 | 4.44 | 12.94 | 0 |
| 2004 | 5.14 | 2.98 | -3.3 | 7.6 | 12.65 |
| 2005 | -2.67 | 0.02 | -2.54 | 3.37 | -1.93 |
| 2006 | 8.73 | -3.97 | 2.01 | 6.78 | 12.82 |
| 2007 | 2.88 | 6.7 | -6.47 | -3.51 | 3.54 |
| 2008 | -4.7 | -3.7 | 2.13 | -15.24 | -20.55 |
| 2009 | -8.79 | 18.38 | 13.18 | 3.84 | 26.9 |
| 2010 | 7.28 | -10.02 | 7.79 | 13.77 | 18.38 |
| 2011 | 5.41 | -2.64 | -14.94 | 13.32 | -1.07 |
| 2012 | 10.65 | -5.46 | 4.84 | 2.55 | 14.23 |
| 2013 | 8.37 | 4.34 | 6.6 | 6.02 | 27.95 |
| 2014 | -0.98 | 0.64 | -7.28 | 8.48 | 0.24 |
| 2015 | 2.21 | -3.13 | -11.54 | -1.13 | -13.4 |
| 2016 | 5.37 | 2.29 | 5.37 | 15.31 | 30.97 |
| 2017 | -0.55 | -0.35 | 3.25 | 3.02 | 6.65 |
| 2018 | -5.29 | 7.07 | -1.01 | -9.51 | -10.92 |
| 2019 | 7.42 | -4.06 | -0.6 | -2.79 | 0.94 |
| 2020 | -24.8 | 19.06 | -0.51 | 16.12 | 3.43 |
| 2021 | 12.95 | 0.59 | -14.7 | 7.98 | 4.64 |
| 2022 | -5.93 | -7.83 | -3.92 | 0.14 | -16.58 |
| 2023 | 3.11 | 4.02 | -4.18 | 4.66 | 6.9 |
| 2024 | 1.87 | -3.31 | 0 | 0.71 |