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 06/30/23 Average Annual 5-Year Rolling Return,as of 06/30/23 Average Annual 1-Year Rolling Return,as of 06/30/23
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 10.1 8.3
164/241
68 10.8 8.7
182/289
63 11.8 9.9 View Details
Small-Cap Opportunity RYPNX
180/181
99 9.9 8.2
184/241
76 11.1 9.0
159/289
55 15.4 10.5 View Details
Global/International Equity Funds
International Premier RIPNX
31/31
100 8.6 6.6
91/91
100 9.0 5.8
86/139
62 7.4 6.0 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.3 8.3
135/241
56 10.4 8.7
181/289
63 12.7 9.9 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

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