Royce Opportunity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 0 | 0 | 4.8 | 2.47 | 5.96 | -1.08 | -4.7 | -7.35 | -3.59 | 0 |
| 2001 | 13.62 | -3.73 | -4.82 | 5.93 | 6.99 | 0.98 | -2.48 | -1.66 | -15.52 | 4.39 | 7.65 | 6.4 | 15.4 |
| 2002 | 0.78 | -1.66 | 11.01 | 2.63 | -3.45 | -5.11 | -17.65 | -2.35 | -10.17 | 2.68 | 14.95 | -7.45 | -18.4 |
| 2003 | -1.77 | -3.61 | -0.86 | 10.61 | 14.19 | 4.37 | 9.59 | 7.04 | -0.75 | 11.55 | 4.84 | 2.42 | 72.6 |
| 2004 | 5.15 | 0.95 | -0.23 | -4.55 | 0.16 | 5.66 | -6.98 | -2.25 | 4.95 | 1.06 | 9.33 | 3.95 | 17.2 |
| 2005 | -4.78 | 2.95 | -2.4 | -8.1 | 6.05 | 3.66 | 6.68 | -0.96 | 0.37 | -3.63 | 4.92 | 1.01 | 4.7 |
| 2006 | 10.31 | -0.07 | 5.76 | 1.34 | -5.72 | -1.55 | -3.61 | 2.65 | 0.91 | 4.74 | 2.23 | 1.13 | 18.6 |
| 2007 | 2.65 | 0.3 | 1.44 | 2.54 | 4.73 | 0.35 | -5.2 | -1.83 | 1.12 | 1.62 | -8.84 | -0.31 | -2.2 |
| 2008 | -6.48 | -3.17 | 0.1 | 3.47 | 5.03 | -9.96 | 1.36 | 5.15 | -9.89 | -25.43 | -18.66 | 4.78 | -45.9 |
| 2009 | -11.17 | -12.99 | 12.56 | 27.16 | 5.79 | 1.72 | 14.46 | 6.45 | 8.33 | -7.93 | 1.77 | 9.83 | 61.7 |
| 2010 | -3.28 | 6.91 | 9.09 | 8.53 | -9.62 | -10.34 | 8.9 | -9.12 | 13.96 | 3.75 | 4.39 | 10.09 | 33.4 |
| 2011 | 1.02 | 4.87 | 0.64 | 1.04 | -2.6 | -2.43 | -4.81 | -11.59 | -14.48 | 17.74 | -1.86 | 1.88 | -13.3 |
| 2012 | 10.37 | 3.07 | 3.16 | -1.61 | -7.69 | 4.12 | -2.79 | 3.6 | 3.39 | -0.95 | 1.74 | 4.89 | 22.2 |
| 2013 | 7.1 | 1.94 | 3.73 | -1.15 | 5.8 | -0.07 | 6.88 | -3.63 | 6.11 | 2.88 | 4.55 | 2.84 | 43.1 |
| 2014 | -2.88 | 5.73 | 0.72 | -3.37 | -0.94 | 3.79 | -6.2 | 4.94 | -7.62 | 3.01 | -0.14 | 3.73 | -0.3 |
| 2015 | -6.02 | 7.07 | 0.39 | -1.31 | 0.78 | 0 | -6.07 | -4.39 | -6.06 | 6.08 | 2.26 | -6.55 | -14.1 |
| 2016 | -7.94 | 1.53 | 9.25 | 2.46 | -0.48 | -0.97 | 7.5 | 3.45 | 1.67 | -5 | 14.25 | 2.51 | 29.7 |
| 2017 | 0.92 | 2.06 | 2.1 | 0.71 | -1.26 | 3.26 | 1.23 | -0.99 | 8.53 | 0.92 | 1.61 | 0.68 | 21.3 |
| 2018 | 1.19 | -3.83 | 0.08 | 0.57 | 5.81 | 0.23 | 1.75 | 2.99 | -3.41 | -11.72 | -0.43 | -13.73 | -20.3 |
| 2019 | 14.52 | 5.11 | -5.22 | 3.8 | -10.89 | 9.34 | 1.03 | -5.48 | 5.6 | 1.96 | 4.11 | 1.84 | 25.8 |
| 2020 | 6.09 | 7.05 | 4.62 | 5.94 | 17.7 | -27.46 | -8.55 | -5.34 | -2.31 | 3.22 | 23.23 | 9.24 | 26.3 |
| 2021 | -14.62 | 12.68 | 4.57 | 25.92 | 3.12 | 0 | -2.19 | -0.21 | -3.21 | 3.59 | -1.92 | -16.54 | 4.6 |
| 2022 | -6.98 | 2.87 | -0.48 | -9.03 | 2.11 | -12.09 | 10.81 | -2.42 | -12.4 | 12.39 | 5.2 | -9.66 | -21.3 |
| 2023 | 13.17 | -1.32 | -5.19 | -3.36 | -1.13 | 11.71 | 3.81 | -3.74 | -4.99 | -7.57 | 8.52 | 5.93 | 14 |
| 2024 | -4.22 | 2.9 |