Royce Opportunity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.53 | 0 |
| 1997 | -0.57 | 1.15 | -1.51 | 0.38 | 5.16 | 5.64 | 3.27 | 3.67 | 7.23 | -1.5 | -0.91 | -2.46 | 20.7 |
| 1998 | -1.52 | 6.52 | 5.96 | 2.13 | -2.53 | -2.75 | -7.22 | -15.74 | 2.21 | 7.86 | 10.2 | 2.6 | 4.9 |
| 1999 | -0.66 | -8.7 | -3.11 | 16.07 | 5.54 | 7.1 | 1.3 | -1.85 | 0.15 | -0.58 | 8.01 | 7.32 | 32.3 |
| 2000 | 4.31 | 9.2 | 5.74 | -3.46 | -2.75 | 4.67 | 2.59 | 5.96 | -1.08 | -4.59 | -7.33 | 6.78 | 20.2 |
| 2001 | 13.75 | -3.73 | -4.81 | 6.04 | 6.98 | 0.98 | -2.37 | -1.76 | -15.49 | 4.38 | 7.76 | 7.8 | 17.4 |
| 2002 | 0.89 | -1.76 | 11.09 | 2.62 | -3.44 | -5.09 | -17.58 | -2.34 | -10.25 | 2.82 | 14.86 | -6.08 | -17 |
| 2003 | -1.76 | -3.59 | -0.86 | 10.55 | 14.25 | 4.46 | 9.64 | 6.99 | -0.75 | 11.57 | 4.89 | 2.44 | 72.9 |
| 2004 | 5.19 | 0.94 | -0.16 | -4.58 | 0.24 | 5.61 | -6.92 | -2.23 | 4.99 | 0.97 | 9.41 | 3.99 | 17.5 |
| 2005 | -4.81 | 2.92 | -2.38 | -8.01 | 5.98 | 3.71 | 6.68 | -0.87 | 0.37 | -3.66 | 4.94 | 0.99 | 4.8 |
| 2006 | 10.33 | 0 | 5.75 | 1.32 | -5.64 | -1.6 | -3.63 | 2.69 | 0.97 | 4.75 | 2.2 | 1.19 | 18.8 |
| 2007 | 2.68 | 0.3 | 1.49 | 2.49 | 4.8 | 0.41 | -5.24 | -1.79 | 1.17 | 1.59 | -8.82 | -0.29 | -2 |
| 2008 | -6.53 | -3.11 | 0.1 | 3.5 | 5.13 | -10.03 | 1.33 | 5.25 | -9.97 | -25.45 | -18.57 | 4.74 | -45.8 |
| 2009 | -11.13 | -12.93 | 12.53 | 27.22 | 5.83 | 1.68 | 14.61 | 6.44 | 8.27 | -7.98 | 1.86 | 9.87 | 62.1 |
| 2010 | -3.21 | 6.87 | 9.1 | 8.54 | -9.49 | -10.39 | 8.92 | -9.11 | 14.08 | 3.75 | 4.38 | 10.12 | 33.8 |
| 2011 | 1.08 | 4.91 | 0.62 | 1.09 | -2.61 | -2.36 | -4.84 | -11.54 | -14.48 | 17.71 | -1.81 | 1.93 | -13 |
| 2012 | 10.37 | 3.07 | 3.24 | -1.65 | -7.55 | 4.17 | -2.79 | 3.58 | 3.46 | -1 | 1.86 | 4.91 | 22.6 |
| 2013 | 7.11 | 1.95 | 3.75 | -1.11 | 5.83 | -0.07 | 6.85 | -3.57 | 6.17 | 2.91 | 4.58 | 2.86 | 43.5 |
| 2014 | -2.83 | 5.76 | 0.75 | -3.29 | -0.96 | 3.89 | -6.25 | 5 | -7.55 | 3.09 | -0.13 | 3.53 | -0.1 |
| 2015 | -5.94 | 7.19 | 0.29 | -1.25 | 0.82 | 0 | -5.98 | -4.4 | -5.99 | 6.03 | 2.39 | -6.52 | -13.7 |
| 2016 | -7.95 | 1.44 | 9.32 | 2.5 | -0.36 | -1 | 7.52 | 3.5 | 1.65 | -4.94 | 14.24 | 2.51 | 30 |
| 2017 | 1.01 | 2 | 2.11 | 0.81 | -1.25 | 3.27 | 1.29 | -0.92 | 8.46 | 0.92 | 1.7 | 0.69 | 21.7 |
| 2018 | 1.25 | -3.85 | 0.15 | 0.53 | 5.94 | 0.21 | 1.77 | 2.99 | -3.38 | -11.74 | -0.4 | -13.75 | -20.1 |
| 2019 | 14.62 | 5.1 | -5.1 | 3.7 | -10.8 | 9.34 | 1.05 | -5.52 | 5.66 | 1.99 | 4.15 | 1.87 | 26.2 |
| 2020 | 6.1 | 7.12 | 4.59 | 5.94 | 17.66 | -27.4 | -8.6 | -5.27 | -2.23 | 3.16 | 23.38 | 9.17 | 26.5 |
| 2021 | -13.85 | 12.67 | 4.59 | 24.93 | 3.14 | 0.05 | -2.17 | -0.2 | -3.16 | 3.62 | -1.92 | -15.86 | 5.8 |
| 2022 | -6.92 | 2.88 | -0.5 | -8.95 | 2.06 | -11.99 | 10.8 | -2.49 | -12.33 | 12.37 | 5.32 | -9.7 | -21.1 |
| 2023 | 13.24 | -1.27 | -5.21 | -3.35 | -1.11 | 11.73 | 3.88 | -3.73 | -4.95 | -7.59 | 8.52 | 5.96 | 14.3 |
| 2024 | -4.17 | 3.2 |