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 03/31/19 Average Annual 5-Year Rolling Return,as of 03/31/19 Average Annual 1-Year Rolling Return,as of 03/31/19
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
96/121
79 9.3 7.5
118/181
65 10.9 8.8
146/229
64 14.6 9.9 View Details
Pennsylvania Mutual PENNX
70/121
58 8.7 7.5
106/181
59 10.0 8.8
131/229
57 11.9 9.9 View Details
Premier RYPRX
105/121
87 10.1 7.5
110/181
61 11.0 8.8
145/229
63 12.4 9.9 View Details
Annuity Portfolios
Capital Small-Cap RCPFX
74/121
61 8.8 7.5
107/181
59 10.0 8.8
117/229
51 12.0 9.9 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: