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 07/31/19 Average Annual 5-Year Rolling Return,as of 07/31/19 Average Annual 1-Year Rolling Return,as of 07/31/19
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
93/121
77 9.5 7.9
114/181
63 10.5 8.8
142/229
62 13.5 9.5 View Details
Premier RYPRX
101/121
83 10.2 7.9
106/181
59 10.8 8.8
147/229
64 12.2 9.5 View Details
Annuity Portfolios
Capital Small-Cap RCPFX
70/121
58 8.8 7.9
103/181
57 9.6 8.8
115/229
50 11.5 9.5 View Details

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Important Disclosure Information for Closed-End Funds

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