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Royce Small-Cap Opportunity R (ROFRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.91-0.09 (-0.69%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.37%
5-Year Average Return11.00%
Number of Years Up10
Number of Years Down6
Best 1 Yr Total Return (Apr 23, 2024)61.09%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return61.09%
Worst 3-Yr Total Return3.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnROFRXCategory
YTD5.01%26.79%
1-Month3.59%-1.77%
3-Month5.01%4.45%
1-Year17.91%71.02%
3-Year2.32%9.35%
5-Year13.42%12.17%
10-Year8.13%9.95%
Last Bull Market71.14%28.07%
Last Bear Market-18.39%-24.24%

Annual Total Return (%) History

Year
ROFRXCategory
2024
N/AN/A
2023
18.76%N/A
2022
-17.54%N/A
2021
30.01%N/A
2020
25.72%4.02%
2019
27.38%21.43%
2018
-20.42%-15.46%
2017
21.06%8.54%
2016
29.08%25.99%
2015
-14.15%-6.71%
2014
-1.12%3.34%
2013
42.56%36.22%
2012
21.85%16.00%
2011
-13.62%-4.45%
2010
32.96%26.17%
2009
61.09%31.32%
2008
-46.50%-32.24%
2007
N/A-6.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.01%N/AN/AN/A
20235.77%6.60%-5.12%11.02%
2022-4.86%-18.39%-5.40%12.27%
202124.80%4.51%-5.63%5.62%
2020-37.28%30.14%10.98%38.77%
201914.04%0.99%0.78%9.75%
2018-2.69%6.54%1.18%-24.13%
20175.06%2.69%8.58%3.35%
20161.95%0.91%12.90%11.13%
20150.96%-0.55%-15.70%1.44%
20143.39%-0.66%-9.12%5.93%
201313.09%4.48%9.16%10.54%
201217.33%-5.47%3.97%5.65%
20116.45%-4.07%-28.01%17.50%
201012.75%-12.21%12.77%19.11%
2009-12.91%36.53%31.80%2.78%
2008-9.44%-2.30%-4.10%-36.94%
2007-5.99%-7.81%N/AN/A

Rank In Category (By Total Return)

YTD44
1-Month82
3-Month44
1-Year70
3-Year89
5-Year14

Load Adjusted Returns

1-Year17.91%
3-Year2.32%
5-Year13.42%
10-Year8.13%