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Royce Small-Cap Opportunity Svc (RYOFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.03-0.18 (-1.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.96%
5-Year Average Return12.76%
Number of Years Up15
Number of Years Down8
Best 1 Yr Total Return (Jul 4, 2024)61.72%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return61.72%
Worst 3-Yr Total Return3.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYOFXCategory
YTD3.42%26.79%
1-Month-2.20%-1.77%
3-Month-1.59%4.45%
1-Year9.13%71.02%
3-Year0.62%9.35%
5-Year13.22%12.17%
10-Year8.42%9.95%
Last Bull Market26.37%28.07%
Last Bear Market-18.34%-24.24%

Annual Total Return (%) History

Year
RYOFXCategory
2024
N/AN/A
2023
19.26%N/A
2022
-17.28%N/A
2021
30.43%N/A
2020
26.27%4.02%
2019
27.79%21.43%
2018
-20.14%-15.46%
2017
21.46%8.54%
2016
29.61%25.99%
2015
-13.96%-6.71%
2014
-0.74%3.34%
2013
43.10%36.22%
2012
22.14%16.00%
2011
-13.20%-4.45%
2010
33.41%26.17%
2009
61.72%31.32%
2008
-45.76%-32.24%
2007
-2.22%-6.08%
2006
18.51%16.27%
2005
4.66%6.40%
2004
17.22%21.14%
2003
72.59%42.38%
2002
-17.18%-10.12%
2001
16.94%15.92%
2000
N/A18.64%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.09%-1.59%N/AN/A
20235.88%6.73%-5.06%11.15%
2022-4.76%-18.34%-5.28%12.29%
202124.90%4.59%-5.54%5.70%
2020-37.21%30.45%10.94%38.96%
201914.08%1.14%0.85%9.82%
2018-2.61%6.65%1.22%-24.04%
20175.16%2.69%8.78%3.40%
20162.11%0.98%13.06%11.18%
20151.02%-0.54%-15.63%1.50%
20143.42%-0.65%-9.07%6.23%
201313.25%4.51%9.29%10.63%
201217.35%-5.44%4.13%5.70%
20116.62%-3.98%-28.03%17.81%
201012.80%-12.05%12.79%19.23%
2009-13.00%36.84%32.00%2.91%
2008-9.35%-2.15%-3.97%-36.32%
20074.45%7.77%-5.89%-7.69%
200616.57%-5.94%-0.15%8.25%
2005-4.33%1.03%6.05%2.10%
20045.89%1.02%-4.58%14.84%
2003-6.14%31.83%16.43%19.80%
200210.02%-5.97%-27.77%10.84%
20014.11%14.57%-19.07%21.14%
20007.40%-5.84%N/AN/A

Rank In Category (By Total Return)

YTD16
1-Month41
3-Month10
1-Year67
3-Year81
5-Year9

Load Adjusted Returns

1-Year9.13%
3-Year0.62%
5-Year13.22%
10-Year8.42%