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 12/31/22 Average Annual 5-Year Rolling Return,as of 12/31/22 Average Annual 1-Year Rolling Return,as of 12/31/22
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
Premier RYPRX
122/181
67 10.3 8.3
164/241
68 10.8 8.5
182/289
63 11.6 9.8 View Details
Small-Cap Opportunity RYPNX
180/181
99 10.1 8.2
184/241
76 11.1 8.9
159/289
55 15.4 10.3 View Details
Global/International Equity Funds
Global Financial Services RYFSX
62/109
57 8.9 8.6
96/169
57 7.8 7.8
109/217
50 9.7 10.6 View Details
International Premier RIPNX
25/25
100 9.1 6.9
85/85
100 9.4 6.1
83/133
62 8.0 6.4 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.3 8.3
135/241
56 10.3 8.5
175/289
61 12.4 9.8 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

More Information

Share:

Subscribe:

Sign Up

Follow: