Royce Small-Cap Opportunity Instl (ROFIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return5.41%
5-year average return15.34%
Number of years up14
Number of years down8
Best 1-yr total return (27 May 2024)62.23%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return62.23%
Worst 3-yr total return3.85%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnROFIXCategory
YTD-2.26%26.79%
1-month-7.10%-1.77%
3-month2.02%4.45%
1-year14.18%71.02%
3-year0.11%9.35%
5-year11.76%12.17%
10-year8.51%9.95%
Last bull market26.64%28.07%
Last bear market-18.22%-24.24%
Annual total return (%) history
YearROFIXCategory
2024N/AN/A
202319.65%N/A
2022-16.94%N/A
202130.89%N/A
202026.72%4.02%
201928.36%21.43%
2018-19.83%-15.46%
201722.02%8.54%
201629.94%25.99%
2015-13.46%-6.71%
2014-0.41%3.34%
201343.69%36.22%
201222.70%16.00%
2011-12.86%-4.45%
201034.07%26.17%
200962.23%31.32%
2008-45.66%-32.24%
2007-1.89%-6.08%
200618.85%16.27%
20054.90%6.40%
200417.57%21.14%
200372.91%42.38%
2002-16.90%-10.12%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20245.22%N/AN/AN/A
20235.96%6.81%-4.94%11.22%
2022-4.65%-18.22%-5.22%12.39%
202125.03%4.64%-5.42%5.78%
2020-37.19%30.60%11.14%38.99%
201914.31%1.21%0.94%9.92%
2018-2.46%6.74%1.39%-24.05%
20175.28%2.83%8.90%3.50%
20162.14%1.09%13.17%11.20%
20151.17%-0.43%-15.50%1.67%
20143.50%-0.49%-8.96%6.22%
201313.27%4.69%9.37%10.80%
201217.40%-5.24%4.24%5.81%
20116.66%-3.86%-27.91%17.86%
201013.01%-12.00%12.97%19.33%
2009-12.86%36.89%32.19%2.89%
2008-9.38%-2.09%-3.86%-36.29%
20074.50%7.88%-5.82%-7.60%
200616.69%-5.90%-0.07%8.32%
2005-4.27%1.10%6.20%2.07%
20046.00%1.09%-4.45%14.83%
2003-6.10%31.89%16.52%19.82%
200210.21%-6.04%-27.76%11.09%
Rank in category (by total return)
YTD62
1-month92
3-month42
1-year60
3-year82
5-year11
Load adjusted returns
1-year14.18%
3-year0.11%
5-year11.76%
10-year8.51%
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