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 03/31/21 Average Annual 5-Year Rolling Return,as of 03/31/21 Average Annual 1-Year Rolling Return,as of 03/31/21
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 8.1
134/181
74 9.6 8.3
123/229
54 13.0 9.6 View Details
Premier RYPRX
83/121
69 10.1 8.9
106/181
59 10.3 8.9
140/229
61 11.8 10.3 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: