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 12/31/18 Average Annual 5-Year Rolling Return,as of 12/31/18 Average Annual 1-Year Rolling Return,as of 12/31/18
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
60/103
58 7.5 6.7
92/163
56 8.1 8.3
105/211
50 10.4 10.8 View Details
Opportunity RYPNX
96/121
79 9.0 7.2
121/181
67 11.2 8.8
149/229
65 15.3 10.3 View Details
Pennsylvania Mutual PENNX
73/121
60 8.5 7.2
109/181
60 10.1 8.8
129/229
56 12.0 10.3 View Details
Premier RYPRX
108/121
89 10.0 7.2
113/181
62 11.1 8.8
144/229
63 12.6 10.3 View Details
Annuity Portfolios
Capital Small-Cap RCPFX
77/121
64 8.7 7.2
110/181
61 10.2 8.8
115/229
50 12.1 10.3 View Details

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Important Disclosure Information for Closed-End Funds

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