Rolling Returns | Royce

Monthly Rolling Average Annual Return Periods and Relative Results Since Fund Inception or Most Recent 25 Years

Average Annual 10-Year Rolling Return,as of 03/31/26 Average Annual 5-Year Rolling Return,as of 03/31/26 Average Annual 1-Year Rolling Return,as of 03/31/26
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
121/181
67 9.8 9.0
147/241
61 10.1 8.8
167/289
58 11.3 10.3 View Details
Small-Cap Opportunity RYPNX
180/181
99 10.0 8.2
194/241
80 10.4 8.3
159/289
55 13.7 10.3 View Details
Global/International Equity Funds
International Premier RIPNX
44/64
69 6.9 6.3
91/124
73 6.8 6.2
86/172
50 6.6 7.8 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.5 9.0
135/241
56 9.8 8.8
181/289
63 12.6 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: