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Royce Micro-Cap Invmt (RYOTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.25+0.18 (+1.63%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.27%
5-year average return10.31%
Number of years up24
Number of years down8
Best 1-yr total return (5 May 2024)55.67%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return55.67%
Worst 3-yr total return-0.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRYOTXCategory
YTD-3.18%20.19%
1-month-7.31%0.02%
3-month0.95%4.36%
1-year18.51%60.18%
3-year-1.17%11.32%
5-year9.27%13.88%
10-year5.70%11.19%
Last bull market26.93%27.98%
Last bear market-17.86%-24.08%

Annual total return (%) history

Year
RYOTXCategory
2024
N/AN/A
2023
19.31%N/A
2022
-22.55%N/A
2021
31.02%N/A
2020
24.50%10.99%
2019
21.16%23.75%
2018
-8.94%-12.72%
2017
5.43%12.28%
2016
19.74%20.78%
2015
-13.32%-5.38%
2014
-4.13%3.79%
2013
21.29%37.39%
2012
8.01%15.46%
2011
-12.10%-4.07%
2010
30.06%25.61%
2009
55.67%31.80%
2008
-40.94%-36.56%
2007
7.07%-1.10%
2006
22.31%15.03%
2005
11.50%6.75%
2004
15.78%18.94%
2003
52.62%43.41%
2002
-13.43%-16.22%
2001
23.14%8.92%
2000
16.73%11.89%
1999
13.65%19.95%
1998
-3.34%-3.03%
1997
24.69%26.36%
1996
15.54%21.50%
1995
19.07%27.21%
1994
3.55%-1.76%
1993
23.67%17.65%
1992
29.40%13.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.45%N/AN/AN/A
20232.53%6.71%-3.24%12.69%
2022-12.30%-17.86%-3.73%11.67%
202117.66%6.47%-2.44%7.20%
2020-31.76%29.52%2.87%36.93%
20199.52%0.98%-2.80%12.72%
20180.00%10.22%2.73%-19.58%
2017-0.67%2.70%4.69%-1.28%
2016-1.08%0.36%8.99%10.66%
2015-0.28%-1.11%-15.70%4.26%
2014-0.78%1.81%-10.03%5.49%
20132.44%0.59%10.05%6.96%
201212.24%-8.58%4.69%0.54%
20117.51%-4.29%-22.12%9.69%
20104.74%-5.78%12.49%17.16%
2009-6.94%30.69%20.17%6.52%
2008-7.89%1.04%-12.51%-27.46%
20074.55%5.35%-0.94%-1.87%
200615.53%-3.16%-2.19%11.77%
2005-3.82%0.53%12.05%2.92%
20048.44%-1.79%-1.76%10.67%
2003-7.19%27.78%12.70%14.18%
200210.80%-6.25%-23.48%8.90%
20011.74%21.11%-17.26%20.80%
200011.47%0.66%7.22%-2.98%
1999-16.14%22.59%-2.39%13.26%
199810.32%-3.57%-20.70%14.57%
1997-0.86%11.03%15.62%-2.03%
19964.12%6.63%-3.35%7.68%
19953.70%7.44%6.79%0.07%
19940.77%-1.69%5.77%-1.18%
19939.61%0.16%7.81%4.49%
199211.00%-3.60%6.73%13.31%

Rank in category (by total return)

YTD82
1-month93
3-month73
1-year17
3-year70
5-year16

Load adjusted returns

1-year18.51%
3-year-1.17%
5-year9.27%
10-year5.70%