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 09/30/25 Average Annual 5-Year Rolling Return,as of 09/30/25 Average Annual 1-Year Rolling Return,as of 09/30/25
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 8.9
150/241
62 10.3 8.8
173/289
60 11.1 9.9 View Details
Small-Cap Opportunity RYPNX
180/181
99 9.9 8.2
192/241
80 10.5 8.4
155/289
54 13.4 10.2 View Details
Global/International Equity Funds
International Premier RIPNX
44/58
76 7.1 6.0
91/118
77 7.3 6.1
86/166
52 6.6 7.0 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.4 8.9
135/241
56 9.9 8.8
181/289
63 12.3 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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