Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROFRX (ROYCE OPPORTUNITY FUND R CLASS) | 29.50% | 55.74% | 21.44% | 8.73% | 14.09% | 11.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROFRX (ROYCE OPPORTUNITY FUND R CLASS) | 05/30/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 55.74 | 21.44 | 8.73 | 14.09 | 11.58 | NA | … | … | 29.50 | 1.79 | 1.82 | 13.52 | -21.55 | 5.49 | 25.72 | 27.41 | -20.55 | 20.87 | 29.17 | -14.26 | -0.69 | 42.56 | 21.85 | -13.62 | 32.96 | 61.09 | -46.49 | -24.31 |
| Sharpe Ratio | NA | 2.43 | 0.76 | 0.24 | 0.49 | NA | NA | … | … | 3.47 | 0.03 | -0.20 | 0.45 | -0.77 | 0.17 | 0.54 | 1.42 | -1.20 | 1.46 | 1.28 | -0.83 | -0.04 | 2.76 | 1.13 | -0.39 | 1.19 | 1.49 | -1.06 | -1.46 |
| Standard Deviation(%) | NA | 21.31 | 23.35 | 24.26 | 25.66 | NA | NA | … | … | 21.70 | 28.42 | 23.47 | 20.73 | 29.78 | 32.65 | 46.69 | 18.29 | 18.34 | 13.93 | 22.65 | 17.15 | 16.76 | 15.38 | 19.40 | 35.45 | 27.73 | 41.04 | 44.40 | 27.51 |
| Draw Down(%) | NA | 11.97 | 30.39 | 31.15 | 51.11 | NA | NA | … | … | 9.32 | 28.93 | 14.57 | 17.02 | 28.90 | 28.30 | 48.64 | 13.79 | 30.73 | 7.33 | 15.12 | 19.94 | 18.66 | 7.70 | 14.66 | 36.36 | 24.71 | 37.82 | 58.62 | 29.45 |
| Yield(%) | 0.00 | 10.60 | 8.16 | 7.41 | 10.29 | 9.25 | 5.64 | … | … | 0.00 | 9.81 | 8.16 | 5.15 | 3.95 | 23.63 | 0.00 | 1.93 | 7.28 | 15.51 | 9.30 | 8.50 | 13.26 | 12.99 | 6.57 | 1.57 | 0.00 | 0.00 | 3.48 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROFRX (ROYCE OPPORTUNITY FUND R CLASS) |
-13.82%
Jun 2007 – Jun 2010 |
-3.80%
Jun 2007 – Jun 2012 |
4.09%
Mar 2010 – Mar 2020 |
5.38%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROFRX (ROYCE OPPORTUNITY FUND R CLASS) |
39.64%
Feb 2009 – Feb 2012 |
33.68%
Feb 2009 – Feb 2014 |
18.12%
Feb 2009 – Feb 2019 |
15.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart