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 12/31/23 Average Annual 5-Year Rolling Return,as of 12/31/23 Average Annual 1-Year Rolling Return,as of 12/31/23
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 10.0 8.4
164/241
68 10.7 8.6
186/289
64 11.8 9.7 View Details
Small-Cap Opportunity RYPNX
180/181
99 9.8 8.2
184/241
76 10.8 8.8
159/289
55 15.1 10.5 View Details
Global/International Equity Funds
International Premier RIPNX
37/37
100 8.1 6.3
91/97
94 8.6 5.8
86/145
59 7.2 6.2 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.2 8.4
135/241
56 10.3 8.6
186/289
64 12.8 9.7 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: