Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RYOFX (ROYCE OPPORTUNITY FUND SERVICE CLASS) | 29.71% | 56.29% | 21.91% | 9.11% | 14.49% | 11.97% | 9.88% | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYOFX (ROYCE OPPORTUNITY FUND SERVICE CLASS) | 05/22/2000 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 56.29 | 21.91 | 9.11 | 14.49 | 11.97 | 9.88 | … | … | 29.71 | 2.13 | 9.89 | 19.40 | -17.40 | 29.91 | 26.27 | 27.82 | -20.27 | 21.28 | 29.71 | -14.07 | -0.30 | 43.09 | 22.14 | -13.19 | 33.41 | 61.72 | -45.75 | -2.22 | 18.51 | 4.66 | 17.23 | 72.59 | -18.37 | 15.42 | -4.19 |
| Sharpe Ratio | NA | 2.45 | 0.78 | 0.26 | 0.50 | NA | NA | … | … | 3.50 | 0.05 | 0.29 | 0.76 | -0.65 | 1.27 | 0.55 | 1.45 | -1.19 | 1.49 | 1.31 | -0.82 | -0.02 | 2.79 | 1.15 | -0.37 | 1.20 | 1.50 | -1.05 | -0.30 | 0.99 | 0.17 | 0.97 | 3.81 | -0.83 | 0.71 | -0.61 |
| Standard Deviation(%) | NA | 21.37 | 23.33 | 24.24 | 25.65 | NA | NA | … | … | 21.74 | 28.42 | 21.82 | 20.78 | 28.89 | 23.61 | 46.76 | 18.22 | 18.31 | 13.89 | 22.48 | 17.14 | 16.79 | 15.45 | 19.42 | 35.48 | 27.75 | 40.98 | 44.35 | 17.75 | 15.29 | 13.81 | 16.66 | 18.88 | 23.55 | 18.65 | 18.03 |
| Draw Down(%) | NA | 12.00 | 30.33 | 30.91 | 50.76 | NA | NA | … | … | 9.28 | 28.88 | 13.14 | 16.90 | 28.65 | 11.96 | 48.57 | 13.73 | 30.63 | 7.33 | 14.97 | 19.85 | 18.55 | 7.71 | 14.58 | 36.18 | 24.69 | 37.63 | 58.06 | 18.57 | 16.63 | 12.60 | 15.57 | 16.37 | 42.11 | 25.08 | 22.15 |
| Yield(%) | 0.00 | 10.61 | 8.21 | 7.59 | 10.58 | 9.56 | 7.59 | … | … | 0.00 | 9.83 | 8.17 | 5.15 | 3.97 | 24.86 | 0.00 | 1.94 | 7.30 | 15.56 | 9.08 | 8.35 | 13.10 | 12.88 | 6.54 | 1.57 | 0.00 | 0.00 | 3.56 | 13.95 | 12.71 | 12.91 | 7.67 | 7.72 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/22/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYOFX (ROYCE OPPORTUNITY FUND SERVICE CLASS) |
-23.89%
Feb 2006 – Feb 2009 |
-10.90%
Feb 2004 – Feb 2009 |
3.94%
Jan 2006 – Jan 2016 |
4.52%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYOFX (ROYCE OPPORTUNITY FUND SERVICE CLASS) |
40.21%
Feb 2009 – Feb 2012 |
34.17%
Feb 2009 – Feb 2014 |
18.54%
Feb 2009 – Feb 2019 |
16.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart