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 06/30/21 Average Annual 5-Year Rolling Return,as of 06/30/21 Average Annual 1-Year Rolling Return,as of 06/30/21
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 9.6 8.1
134/181
74 9.7 8.2
125/229
55 14.2 10.3 View Details
Premier RYPRX
80/121
66 10.0 9.1
104/181
57 10.3 9.0
137/229
60 12.2 11.0 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: