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 08/31/20 Average Annual 5-Year Rolling Return,as of 08/31/20 Average Annual 1-Year Rolling Return,as of 08/31/20
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 8.0
131/181
72 9.6 8.5
117/229
51 11.8 9.4 View Details
Premier RYPRX
90/121
74 10.2 8.6
106/181
59 10.3 8.7
147/229
64 11.4 9.2 View Details

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