Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROFCX (ROYCE OPPORTUNITY FUND CONSULTANT CLASS) | 27.37% | 52.57% | 20.38% | 8.04% | 13.55% | 10.84% | 8.86% | … | … |
Data as of 06/03/2026, Common starting date is 04/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROFCX (ROYCE OPPORTUNITY FUND CONSULTANT CLASS) | 04/17/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 52.57 | 20.38 | 8.04 | 13.55 | 10.84 | 8.86 | … | … | 27.37 | 1.43 | 8.95 | 18.53 | -18.10 | 28.96 | 24.98 | 26.72 | -20.95 | 20.30 | 28.70 | -14.69 | -1.14 | 41.93 | 21.09 | -13.91 | 32.91 | 59.78 | -46.40 | -3.34 | 1.87 |
| Sharpe Ratio | NA | 2.40 | 0.74 | 0.22 | 0.47 | NA | NA | … | … | 3.42 | 0.02 | 0.24 | 0.72 | -0.68 | 1.22 | 0.53 | 1.38 | -1.22 | 1.41 | 1.23 | -0.86 | -0.07 | 2.72 | 1.10 | -0.39 | 1.19 | 1.45 | -1.06 | -0.37 | -0.05 |
| Standard Deviation(%) | NA | 21.33 | 23.36 | 24.25 | 25.68 | NA | NA | … | … | 21.76 | 28.46 | 21.82 | 20.73 | 28.88 | 23.63 | 46.55 | 18.26 | 18.33 | 14.03 | 23.07 | 17.20 | 16.73 | 15.39 | 19.38 | 35.52 | 27.68 | 41.03 | 44.36 | 17.77 | 16.21 |
| Draw Down(%) | NA | 12.03 | 30.50 | 31.43 | 51.45 | NA | NA | … | … | 9.35 | 28.99 | 13.19 | 17.18 | 29.14 | 11.99 | 48.65 | 13.95 | 30.88 | 7.41 | 15.09 | 19.98 | 18.89 | 7.78 | 14.79 | 36.50 | 24.45 | 37.88 | 58.53 | 18.85 | 16.77 |
| Yield(%) | 0.00 | 10.53 | 8.10 | 7.38 | 10.20 | 8.78 | 6.90 | … | … | 0.00 | 9.75 | 8.13 | 5.12 | 3.93 | 23.58 | 0.00 | 1.91 | 7.25 | 15.44 | 10.02 | 9.06 | 13.94 | 13.51 | 6.78 | 1.62 | 0.52 | 0.00 | 3.21 | 13.51 | 10.99 |
Data as of 06/03/2026, Common starting date is 04/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROFCX (ROYCE OPPORTUNITY FUND CONSULTANT CLASS) |
-13.94%
May 2006 – May 2009 |
-3.85%
Mar 2015 – Mar 2020 |
3.64%
Mar 2010 – Mar 2020 |
5.94%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROFCX (ROYCE OPPORTUNITY FUND CONSULTANT CLASS) |
39.26%
Feb 2009 – Feb 2012 |
33.17%
Feb 2009 – Feb 2014 |
17.63%
Feb 2009 – Feb 2019 |
15.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart