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 03/31/18 Average Annual 5-Year Rolling Return,as of 03/31/18 Average Annual 1-Year Rolling Return,as of 03/31/18
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
60/94
64 7.5 6.3
92/154
60 8.3 8.2
102/202
50 10.5 10.7 View Details
Opportunity RYPNX
96/121
79 9.1 6.8
130/181
72 11.5 8.5
155/229
68 15.6 10.1 View Details
Pennsylvania Mutual PENNX
82/121
68 8.5 6.8
118/181
65 10.2 8.5
124/229
54 11.6 10.1 View Details
Premier RYPRX
117/121
97 10.1 6.8
122/181
67 11.2 8.5
145/229
63 12.4 10.1 View Details
Small/Mid-Cap Premier RHFHX
95/121
79 9.0 6.8
130/181
72 10.2 8.5
134/229
59 13.3 10.1 View Details
Special Equity RYSEX
101/119
85 9.3 6.8
106/179
59 10.6 8.6
95/227
42 11.0 10.3 View Details
Annuity Portfolios
Capital Micro-Cap RCMCX
55/94
59 6.8 6.3
91/154
59 7.7 8.2
99/202
49 10.4 10.7 View Details
Capital Small-Cap RCPFX
86/121
71 9.0 6.8
119/181
66 10.5 8.5
113/229
49 11.8 10.1 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: