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 03/31/20 Average Annual 5-Year Rolling Return,as of 03/31/20 Average Annual 1-Year Rolling Return,as of 03/31/20
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 8.1
126/181
70 9.9 8.9
112/229
49 12.3 10.3 View Details
Premier RYPRX
94/121
78 10.2 8.4
106/181
59 10.5 8.8
148/229
65 11.7 9.2 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
108/118
92 8.8 7.3
117/178
66 9.4 8.0
151/226
67 11.5 9.7 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

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