Rolling Returns | Royce

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 03/31/25 Average Annual 5-Year Rolling Return,as of 03/31/25 Average Annual 1-Year Rolling Return,as of 03/31/25
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
Premier RYPRX
121/181
67 9.9 8.8
156/241
65 10.4 8.7
179/289
62 11.4 9.7 View Details
Small-Cap Opportunity RYPNX
180/181
99 9.9 8.2
186/241
77 10.5 8.5
152/289
53 13.7 10.7 View Details
Global/International Equity Funds
International Premier RIPNX
44/52
85 7.3 6.0
91/112
81 7.6 5.9
86/160
54 6.6 6.7 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.4 8.8
135/241
56 10.0 8.7
183/289
63 12.5 9.7 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

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