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 07/31/20 Average Annual 5-Year Rolling Return,as of 07/31/20 Average Annual 1-Year Rolling Return,as of 07/31/20
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 9.4 8.0
130/181
72 9.6 8.5
116/229
51 11.8 9.5 View Details
Premier RYPRX
91/121
75 10.2 8.6
106/181
59 10.4 8.7
148/229
65 11.4 9.1 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
111/121
92 8.8 7.4
120/181
66 9.3 7.9
154/229
67 11.3 9.4 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

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