Rolling Returns | Royce

Monthly Rolling Average Annual Return Periods and Relative Results Since Fund Inception or Most Recent 20 Years

Average Annual 10-Year Rolling Return,as of 12/31/20 Average Annual 5-Year Rolling Return,as of 12/31/20 Average Annual 1-Year Rolling Return,as of 12/31/20
Fund Name Ticker Periods Beating
the Index(%)
Fund Avg (%) Index Avg (%) Periods Beating
the Index(%)
Fund Avg (%) Index Avg (%) Periods Beating
the Index(%)
Fund Avg (%) Index Avg (%)
Compare or Follow Funds
Rolling
Returns
U.S. Equity Funds
Opportunity RYPNX
120/121
99 9.5 8.0
134/181
74 9.5 8.3
121/229
53 11.9 9.1 View Details
Premier RYPRX
86/121
71 10.1 8.8
106/181
59 10.3 8.8
143/229
62 11.4 9.5 View Details

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