Royce Special Equity Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1998 | 0 | 2.27 | -11.31 | 6.11 | 0 |
| 1999 | -9.03 | 12.06 | -5.59 | -6.1 | -9.63 |
| 2000 | 5.54 | 0 | 1.14 | 7.67 | 14.92 |
| 2001 | 8.38 | 10 | -7.27 | 21.04 | 29.53 |
| 2002 | 15.2 | 4.01 | -8.25 | 6.06 | 15.32 |
| 2003 | -4.21 | 12.39 | 4.7 | 13.25 | 27.64 |
| 2004 | 5.4 | 3.27 | -3.02 | 7.91 | 13.91 |
| 2005 | -2.35 | 0.05 | -2.3 | 3.72 | -0.98 |
| 2006 | 8.98 | -3.68 | 2.29 | 7.08 | 14.07 |
| 2007 | 3.14 | 7.02 | -6.25 | -3.21 | 4.64 |
| 2008 | -4.43 | -3.49 | 2.43 | -15.04 | -19.74 |
| 2009 | -8.47 | 18.68 | 13.52 | 4.12 | 28.38 |
| 2010 | 7.54 | -9.78 | 8.07 | 14.07 | 19.62 |
| 2011 | 5.65 | -2.4 | -14.73 | 13.66 | -0.06 |
| 2012 | 10.91 | -5.22 | 5.1 | 2.81 | 15.39 |
| 2013 | 8.66 | 4.58 | 6.9 | 6.3 | 29.34 |
| 2014 | -0.76 | 0.93 | -7.06 | 8.82 | 1.29 |
| 2015 | 2.41 | -2.86 | -11.35 | -0.82 | -12.53 |
| 2016 | 5.63 | 2.53 | 5.71 | 15.54 | 32.29 |
| 2017 | -0.32 | -0.05 | 3.51 | 3.28 | 7.74 |
| 2018 | -5 | 7.42 | -0.73 | -9.3 | -9.96 |
| 2019 | 7.69 | -3.85 | -0.33 | -3.56 | 0.92 |
| 2020 | -24.62 | 19.38 | -1.15 | 16.44 | 3.58 |
| 2021 | 13.23 | 0.82 | -15.24 | 8.28 | 4.77 |
| 2022 | -5.71 | -7.56 | -3.61 | -0.75 | -16.61 |
| 2023 | 4.03 | -3.96 | 4.31 | 3.39 | 7.1 |
| 2024 | 2.17 | -0.75 | 0 | 1.88 |