
NYSE
Die Performance der ROYCE VALUE TR/SH liefert Statistiken zur Entwicklung des Aktienbarometers auf Monatsbasis. Die Wertentwicklung des ROYCE VALUE TR/SH (US7809101055) wird für jeden einzelnen Monat unter Berücksichtigung jeglicher Performances berechnet.
| Lfd. Jahr | 1 Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre | |
|---|---|---|---|---|---|---|
| Performance | +10,17 % | -6,96 % | +3,80 % | +7,96 % | +17,84 % | -8,83 % |
| Hoch | 18,87 | 18,87 | 18,87 | 18,87 | 18,87 | 19,99 |
| Tief | 15,90 | 17,38 | 15,90 | 15,85 | 14,41 | 11,85 |
| Volatilität | - | +18,59 % | +21,55 % | +20,20 % | +18,81 % | +20,43 % |
| Jahr | Jahresstart | Jahresende | % |
|---|---|---|---|
| 2026 | 16,130 | - | +10,17 % |
| 2025 | 15,910 | 16,100 | +1,19 % |
| 2024 | 14,520 | 15,800 | +8,82 % |
| 2023 | 13,320 | 14,560 | +9,31 % |
| 2022 | 19,700 | 13,260 | -32,69 % |
| 2021 | 16,250 | 19,590 | +20,55 % |
| 2020 | 14,840 | 16,140 | +8,76 % |
| 2019 | 11,660 | 14,770 | +26,67 % |
| 2018 | 16,220 | 11,800 | -27,25 % |
| 2017 | 13,520 | 16,160 | +19,53 % |
| 2016 | 11,560 | 13,390 | +15,83 % |
| 2015 | 14,410 | 11,770 | -18,32 % |
| 2014 | 16,490 | 14,350 | -12,98 % |
| 2013 | 12,576 | 16,010 | +27,30 % |
| 2012 | 11,520 | 12,319 | +6,94 % |
| 2011 | 13,449 | 11,272 | -16,19 % |
| 2010 | 9,9858 | 13,357 | +33,76 % |
| 2009 | 7,7719 | 9,9124 | +27,54 % |
| 2008 | 16,949 | 7,6433 | -54,91 % |
| 2007 | 20,284 | 16,885 | -16,76 % |
| 2006 | 20,710 | 20,403 | -1,48 % |
| 2007 | -17.24 | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | -38.79 | -54.73 | |||||||||||||||||
| 2009 | -21.39 | -23.38 | 29.69 | ||||||||||||||||
| 2010 | -10.05 | -7.51 | 32.20 | 34.75 | |||||||||||||||
| 2011 | -11.19 | -9.61 | 13.83 | 6.64 | -15.61 | ||||||||||||||
| 2012 | -8.07 | -6.11 | 12.67 | 7.52 | -3.96 | 9.29 | |||||||||||||
| 2013 | -3.40 | -0.88 | 15.94 | 12.73 | 6.22 | 19.18 | 29.96 | ||||||||||||
| 2014 | -4.30 | -2.30 | 11.07 | 7.68 | 1.81 | 8.38 | 7.93 | -10.37 | |||||||||||
| 2015 | -5.93 | -4.41 | 6.36 | 2.90 | -2.50 | 1.09 | -1.51 | -14.26 | -17.98 | ||||||||||
| 2016 | -4.12 | -2.54 | 7.26 | 4.39 | 0.04 | 3.50 | 2.11 | -5.78 | -3.40 | 13.76 | |||||||||
| 2017 | -2.10 | -0.44 | 8.67 | 6.30 | 2.76 | 6.19 | 5.58 | 0.23 | 4.04 | 17.17 | 20.69 | ||||||||
| 2018 | -4.46 | -3.21 | 4.44 | 1.96 | -1.54 | 0.66 | -0.72 | -5.92 | -4.77 | 0.08 | -6.12 | -26.98 | |||||||
| 2019 | -2.45 | -1.11 | 6.17 | 4.07 | 1.12 | 3.44 | 2.63 | -1.33 | 0.58 | 5.84 | 3.32 | -4.40 | 25.17 | ||||||
| 2020 | -1.66 | -0.35 | 6.43 | 4.53 | 1.91 | 4.07 | 3.43 | 0.12 | 1.98 | 6.52 | 4.78 | -0.04 | 16.95 | 9.28 | |||||
| 2021 | -0.27 | 1.07 | 7.51 | 5.84 | 3.54 | 5.68 | 5.29 | 2.55 | 4.55 | 8.86 | 7.91 | 4.93 | 18.41 | 15.17 | 21.38 | ||||
| 2022 | -2.66 | -1.60 | 4.01 | 2.26 | -0.06 | 1.49 | 0.74 | -2.07 | -0.98 | 1.72 | -0.16 | -3.88 | 2.96 | -3.53 | -9.36 | -32.31 | |||
| 2023 | -1.97 | -0.92 | 4.39 | 2.78 | 0.67 | 2.16 | 1.53 | -0.94 | 0.16 | 2.69 | 1.20 | -1.72 | 4.29 | -0.36 | -3.38 | -13.79 | 9.80 | ||
| 2024 | -1.41 | -0.39 | 4.64 | 3.16 | 1.21 | 2.63 | 2.10 | -0.12 | 0.97 | 3.33 | 2.09 | -0.32 | 4.99 | 1.36 | -0.53 | -6.92 | 9.16 | 8.52 | |
| 2025 | -1.24 | -0.26 | 4.48 | 3.08 | 1.25 | 2.58 | 2.08 | 0.05 | 1.05 | 3.18 | 2.07 | -0.05 | 4.54 | 1.45 | -0.05 | -4.79 | 6.68 | 5.16 | 1.90 |
| Ø | -7.51 | -6.59 | 10.57 | 6.91 | -0.21 | 5.02 | 4.70 | -3.15 | -1.26 | 6.32 | 3.97 | -4.06 | 11.04 | 3.89 | 1.61 | -14.45 | 8.55 | 6.84 | 1.90 |
| 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
| > +50% | Kein Jahr mit entsprechender Performance |
| +50% | Kein Jahr mit entsprechender Performance |
| +40% | 2010 |
| +30% | 2021, 2019, 2013, 2009 |
| +20% | 2017, 2016 |
| +10% | 2025, 2024, 2023, 2020, 2012 |
| -10% | 2006 |
| -20% | 2015, 2014, 2011, 2007 |
| -30% | 2018 |
| -40% | 2022 |
| -50% | Kein Jahr mit entsprechender Performance |
| < -50% | 2008 |
| -50% | +50% | ||
| -40% | +40% | ||
| -30% | +30% | ||
| -20% | +20% | ||
| -10% | +10% | ||
| -0% | +0% | ||