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 09/30/21 Average Annual 5-Year Rolling Return,as of 09/30/21 Average Annual 1-Year Rolling Return,as of 09/30/21
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 9.7 8.2
134/181
74 9.7 8.2
128/229
56 15.3 11.1 View Details
Premier RYPRX
77/121
64 10.0 9.2
104/181
57 10.3 9.1
134/229
59 12.7 11.9 View Details

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