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 06/30/25 Average Annual 5-Year Rolling Return,as of 06/30/25 Average Annual 1-Year Rolling Return,as of 06/30/25
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 8.8
153/241
63 10.3 8.8
176/289
61 11.3 9.8 View Details
Small-Cap Opportunity RYPNX
180/181
99 9.9 8.2
189/241
78 10.5 8.4
152/289
53 13.5 10.5 View Details
Global/International Equity Funds
International Premier RIPNX
44/55
80 7.2 6.0
91/115
79 7.4 6.0
86/163
53 6.6 6.8 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.3 8.8
135/241
56 10.0 8.8
181/289
63 12.4 9.8 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

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