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 09/30/18 Average Annual 5-Year Rolling Return,as of 09/30/18 Average Annual 1-Year Rolling Return,as of 09/30/18
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
60/100
60 7.4 6.5
92/160
58 8.2 8.4
102/208
49 10.6 11.0 View Details
Opportunity RYPNX
96/121
79 9.0 7.0
124/181
69 11.5 8.8
152/229
66 15.8 10.5 View Details
Pennsylvania Mutual PENNX
76/121
63 8.4 7.0
112/181
62 10.2 8.8
127/229
55 12.2 10.5 View Details
Premier RYPRX
111/121
92 9.9 7.0
116/181
64 11.2 8.8
142/229
62 12.8 10.5 View Details
Special Equity RYSEX
97/121
80 9.2 7.0
102/181
56 10.5 8.8
95/229
41 11.1 10.5 View Details
Annuity Portfolios
Capital Small-Cap RCPFX
80/121
66 8.7 7.0
113/181
62 10.4 8.8
112/229
49 12.3 10.5 View Details

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