Rolling Returns | Royce Funds

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 06/30/18 Average Annual 5-Year Rolling Return,as of 06/30/18 Average Annual 1-Year Rolling Return,as of 06/30/18
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
Micro-Cap RYOTX
60/97
62 7.5 6.4
92/157
59 8.3 8.3
102/205
50 10.5 10.8 View Details
Opportunity RYPNX
96/121
79 9.0 6.9
127/181
70 11.6 8.7
155/229
68 16.0 10.4 View Details
Pennsylvania Mutual PENNX
79/121
65 8.4 6.9
115/181
64 10.3 8.7
125/229
55 12.0 10.4 View Details
Premier RYPRX
114/121
94 10.0 6.9
119/181
66 11.2 8.7
143/229
62 12.7 10.4 View Details
Small/Mid-Cap Premier RHFHX
68/121
56 8.9 7.9
122/181
67 10.2 9.7
114/229
50 13.5 11.5 View Details
Special Equity RYSEX
100/121
83 9.2 6.9
105/181
58 10.6 8.7
95/229
41 11.0 10.4 View Details
Annuity Portfolios
Capital Micro-Cap RCMCX
55/97
57 6.8 6.4
91/157
58 7.7 8.3
99/205
48 10.4 10.8 View Details
Capital Small-Cap RCPFX
83/121
69 8.9 6.9
116/181
64 10.5 8.7
112/229
49 12.1 10.4 View Details

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