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Royce Opportunity Invmt (RYPNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.93-0.02 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.06%
5-year average return11.66%
Number of years up19
Number of years down8
Best 1-yr total return (22 Apr 2024)62.14%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return62.14%
Worst 3-yr total return3.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYPNXCategory
YTD5.16%26.79%
1-month3.65%-1.77%
3-month5.16%4.45%
1-year18.66%71.02%
3-year2.94%9.35%
5-year14.13%12.17%
10-year8.82%9.95%
Last bull market72.11%28.07%
Last bear market-18.22%-24.24%

Annual total return (%) history

Year
RYPNXCategory
2024
N/AN/A
2023
19.58%N/A
2022
-17.08%N/A
2021
30.85%N/A
2020
26.52%4.02%
2019
28.21%21.43%
2018
-19.97%-15.46%
2017
21.88%8.54%
2016
29.86%25.99%
2015
-13.57%-6.71%
2014
-0.48%3.34%
2013
43.50%36.22%
2012
22.59%16.00%
2011
-12.95%-4.45%
2010
33.78%26.17%
2009
62.14%31.32%
2008
-45.73%-32.24%
2007
-2.00%-6.08%
2006
18.76%16.27%
2005
4.76%6.40%
2004
17.51%21.14%
2003
72.87%42.38%
2002
-17.01%-10.12%
2001
17.32%15.92%
2000
19.85%18.64%
1999
32.34%6.78%
1998
4.91%-6.93%
1997
20.83%27.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.16%N/AN/AN/A
20235.98%6.78%-4.95%11.17%
2022-4.71%-18.22%-5.28%12.35%
202125.06%4.64%-5.45%5.75%
2020-37.14%30.37%11.11%38.95%
201914.31%1.15%0.87%9.93%
2018-2.50%6.72%1.27%-24.05%
20175.21%2.81%8.85%3.51%
20162.08%1.11%13.11%11.24%
20151.11%-0.44%-15.50%1.60%
20143.54%-0.50%-8.99%6.15%
201313.31%4.58%9.39%10.70%
201217.44%-5.28%4.18%5.78%
20116.71%-3.88%-28.01%17.89%
201012.85%-11.97%12.93%19.25%
2009-12.93%36.91%32.08%2.98%
2008-9.35%-2.10%-3.99%-36.30%
20074.52%7.85%-5.85%-7.66%
200616.68%-5.93%-0.07%8.27%
2005-4.36%1.10%6.14%2.08%
20046.01%1.01%-4.46%14.86%
2003-6.11%31.94%16.43%19.86%
200210.10%-5.95%-27.76%10.94%
20014.24%14.67%-19.03%21.22%
200020.45%-1.73%7.52%-5.83%
1999-12.13%31.19%-0.43%15.29%
199811.15%-3.19%-20.09%22.02%
1997-0.95%11.52%14.80%-4.71%

Rank in category (by total return)

YTD43
1-month80
3-month43
1-year63
3-year85
5-year10

Load adjusted returns

1-year18.66%
3-year2.94%
5-year14.13%
10-year8.82%