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Royce Special Equity Consult (RSQCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.09-0.07 (-0.46%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.58%
5-year average return7.19%
Number of years up14
Number of years down6
Best 1-yr total return (24 Jun 2024)30.91%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return30.91%
Worst 3-yr total return1.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSQCXCategory
YTD1.36%26.79%
1-month2.95%-1.77%
3-month3.02%4.45%
1-year13.39%71.02%
3-year3.23%9.35%
5-year8.48%12.17%
10-year5.34%9.95%
Last bull market14.12%28.07%
Last bear market-7.83%-24.24%

Annual total return (%) history

Year
RSQCXCategory
2024
N/AN/A
2023
11.64%N/A
2022
-7.43%N/A
2021
21.16%N/A
2020
6.27%4.02%
2019
11.38%21.43%
2018
-10.83%-15.46%
2017
6.77%8.54%
2016
30.91%25.99%
2015
-13.23%-6.71%
2014
0.04%3.34%
2013
27.97%36.22%
2012
14.20%16.00%
2011
-0.93%-4.45%
2010
18.38%26.17%
2009
26.90%31.32%
2008
-20.46%-32.24%
2007
3.63%-6.08%
2006
12.75%16.27%
2005
-2.16%6.40%
2004
12.66%21.14%
2003
N/A42.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.87%N/AN/AN/A
20233.11%4.02%-4.18%8.64%
2022-5.93%-7.83%-3.92%11.12%
202112.95%0.59%-1.43%8.19%
2020-24.80%19.06%2.23%16.11%
20197.42%-3.10%-0.24%7.27%
2018-5.29%4.63%0.00%-10.02%
2017-0.55%-0.35%3.25%4.34%
20165.37%2.29%5.38%15.25%
20152.21%-3.13%-11.54%-0.94%
2014-0.98%0.64%-7.28%8.26%
20138.37%3.15%7.97%6.03%
201210.65%-4.69%5.42%2.72%
20115.41%-2.64%-14.93%13.48%
20107.28%-10.02%7.79%13.77%
2009-8.79%18.38%13.18%3.84%
2008-4.70%-3.70%2.13%-15.14%
20072.88%7.55%-5.21%-1.20%
20068.73%-3.97%2.01%5.85%
2005-2.67%-0.21%-2.54%3.36%
20045.14%2.98%-3.30%7.60%
20034.44%12.94%N/AN/A

Rank in category (by total return)

YTD71
1-month88
3-month52
1-year97
3-year49
5-year86

Load adjusted returns

1-year12.39%
3-year3.23%
5-year8.48%
10-year5.34%