Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) | 18.75% | 33.98% | 10.57% | 0.79% | 4.84% | 5.44% | 5.57% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) | 06/10/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 33.98 | 10.57 | 0.79 | 4.84 | 5.44 | 5.57 | … | … | 18.75 | 2.59 | 1.90 | 11.74 | -16.58 | 4.70 | 3.95 | 11.47 | -10.92 | 6.65 | 30.97 | -13.40 | 0.24 | 27.95 | 14.23 | -1.07 | 18.38 | 27.05 | -20.48 | 3.54 | 12.75 | -1.92 | 12.66 | 17.80 |
| Sharpe Ratio | NA | 2.13 | 0.45 | -0.09 | 0.17 | NA | NA | … | … | 3.54 | -0.02 | -0.11 | 0.57 | -0.81 | 0.21 | 0.12 | 0.76 | -0.85 | 0.54 | 1.76 | -0.91 | 0.02 | 2.21 | 1.00 | -0.04 | 1.03 | 1.05 | -0.64 | 0.02 | 0.65 | -0.34 | 1.10 | 3.52 |
| Standard Deviation(%) | NA | 14.70 | 16.16 | 18.68 | 18.90 | NA | NA | … | … | 13.24 | 18.55 | 16.10 | 14.35 | 22.27 | 22.32 | 31.42 | 13.21 | 14.57 | 11.12 | 17.48 | 14.77 | 13.11 | 12.62 | 14.31 | 25.97 | 17.73 | 25.63 | 33.17 | 16.81 | 14.41 | 12.23 | 10.59 | 9.40 |
| Draw Down(%) | NA | 8.29 | 23.32 | 34.03 | 34.03 | NA | NA | … | … | 8.29 | 18.18 | 10.10 | 10.54 | 18.82 | 18.86 | 30.71 | 13.23 | 18.21 | 7.36 | 8.03 | 16.68 | 13.05 | 5.99 | 10.26 | 21.46 | 16.39 | 24.28 | 34.44 | 12.66 | 13.27 | 9.83 | 8.98 | 2.92 |
| Yield(%) | 0.00 | 11.60 | 9.54 | 4.41 | 6.12 | 6.61 | 6.35 | … | … | 0.00 | 10.63 | 13.67 | 4.71 | 0.00 | 0.07 | 0.54 | 10.36 | 9.34 | 8.07 | 9.38 | 8.94 | 9.73 | 10.69 | 6.98 | 5.28 | 0.00 | 0.00 | 4.36 | 11.94 | 8.12 | 2.83 | 3.78 | 1.07 |
Data as of 06/05/2026, Common starting date is 06/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) |
-8.32%
Feb 2006 – Feb 2009 |
-3.27%
Feb 2004 – Feb 2009 |
0.94%
Apr 2015 – Apr 2025 |
3.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) |
22.84%
Feb 2009 – Feb 2012 |
19.84%
Feb 2009 – Feb 2014 |
11.66%
Feb 2009 – Feb 2019 |
7.97%
Jul 2003 – Jul 2018 |
Annualized Rolling Returns Comparison Chart