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 12/31/24 Average Annual 5-Year Rolling Return,as of 12/31/24 Average Annual 1-Year Rolling Return,as of 12/31/24
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 8.7
159/241
66 10.4 8.6
182/289
63 11.7 9.6 View Details
Small-Cap Opportunity RYPNX
180/181
99 9.9 8.2
184/241
76 10.5 8.5
152/289
53 13.9 10.9 View Details
Global/International Equity Funds
International Premier RIPNX
44/49
90 7.4 6.0
91/109
83 7.8 5.8
86/157
55 6.8 6.7 View Details
Closed-End Funds
Micro-Cap Trust XOTCX
123/181
68 9.3 8.7
135/241
56 10.0 8.6
184/289
64 12.5 9.6 View Details

Important Disclosure Information for Open-End Funds and Annuity Portfolios

Important Disclosure Information for Closed-End Funds

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