Market Cycles | Royce
Market Cycle Results: Royce Funds vs. Russell 2000 Index(%)  
04/29/11 Peak To: 06/23/15 Peak To: 08/31/18 Peak To: 11/08/21 Peak To:  
Fund Name Ticker TROUGH
10/03/11
PEAK
06/23/15
TROUGH
02/11/16
PEAK
08/31/18
TROUGH
03/18/20
PEAK
11/08/21
TROUGH
06/16/22
Current
03/18/24
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Market
Cycles
How does Royce define market cycles?
 
Russell 2000 Index (View market cycle chart) -29.1 58.5 -25.7 40.4 -41.8 46.2-31.9 -14.2 View Details
U.S. Equity Funds
Pennsylvania Mutual
-27.6 36.2 -22.4 43.6 -38.1 44.0-26.3 3.4 View Details
Premier
-24.6 29.7 -24.1 43.7 -29.5 44.9-24.7 2.5 View Details
Closed-End Funds
Micro-Cap Trust
-28.1 53.6 -25.9 39.9 -41.5 64.2-30.3 -10.1 View Details
Value Trust
-32.8 31.3 -22.3 44.3 -36.1 56.9-29.8 -6.8 View Details

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Important Disclosure Information for Closed-End Funds

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