Royce Total Return Svc (RYTFX)

7.86 -0.09 (-1.13%) USD  |  Jun 28 2022

RYTFX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Royce Total Return Svc
14.11%
32.38%
1.08%
-7.48%
25.60%
13.24%
-12.71%
23.08%
3.51%
25.54%
-12.23%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.56%
VY® Columbia Small Cap Value II S
14.20%
39.96%
4.34%
-2.95%
23.70%
10.92%
-17.76%
20.21%
9.54%
34.22%
-15.27%
Royce Special Equity Svc
15.10%
29.04%
0.80%
-12.55%
31.92%
7.66%
-10.13%
12.40%
7.29%
22.19%
-11.39%
Royce Opportunity Svc
22.14%
43.10%
-0.74%
-13.96%
29.61%
21.46%
-20.14%
27.79%
26.27%
30.43%
-19.10%
Janus Henderson Small Cap Value S
8.76%
29.29%
6.99%
-2.86%
25.98%
12.35%
-13.39%
25.62%
-7.03%
22.22%
-15.57%
As of June 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Royce Total Return Svc
-6.79%
-10.76%
-11.65%
-9.25%
7.29%
6.49%
9.28%
6.07%
7.99%
9.80%
S&P 500 Total Return
-6.08%
-13.81%
-17.97%
-7.56%
11.91%
12.01%
13.55%
8.74%
9.24%
9.92%
VY® Columbia Small Cap Value II S
-8.22%
-14.24%
-15.54%
-11.85%
9.43%
6.37%
10.26%
6.44%
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6.73%
Royce Special Equity Svc
-4.41%
-7.10%
-11.15%
-5.54%
7.97%
5.15%
7.83%
6.34%
7.70%
8.14%
Royce Opportunity Svc
-9.48%
-16.82%
-19.10%
-19.89%
14.50%
9.19%
11.51%
7.16%
9.79%
11.48%
Janus Henderson Small Cap Value S
-8.01%
-12.27%
-15.73%
-13.25%
1.64%
2.71%
7.88%
6.28%
7.58%
10.71%
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022