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 06/30/19 Average Annual 5-Year Rolling Return,as of 06/30/19 Average Annual 1-Year Rolling Return,as of 06/30/19
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
Opportunity RYPNX
94/121
78 9.4 7.8
115/181
64 10.5 8.8
143/229
62 13.7 9.6 View Details
Premier RYPRX
102/121
84 10.2 7.8
107/181
59 10.8 8.8
146/229
64 12.2 9.6 View Details
Annuity Portfolios
Capital Small-Cap RCPFX
71/121
59 8.8 7.8
104/181
57 9.7 8.8
116/229
51 11.6 9.6 View Details

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Important Disclosure Information for Closed-End Funds

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