Market Cycle Results: Royce Funds vs. Russell 2000 Index(%)  
03/09/00 Peak To: 07/13/07 Peak To: 04/29/11 Peak To: 06/23/15 Peak To:  
Fund Name Ticker TROUGH
10/09/02
PEAK
07/13/07
TROUGH
03/09/09
PEAK
04/29/11
TROUGH
10/03/11
PEAK
06/23/15
TROUGH
02/11/16
Current
09/26/16
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Market
Cycles
How does Royce define market cycles?
 
Russell 2000 Index (View market cycle chart) -44.1 54.8 -58.9 6.6 -29.1 58.5-25.7 -2.4 View Details
U.S. Equity Funds
Dividend Value
N/A N/A -52.9 22.5 -25.1 40.9-19.7 -3.6 View Details
Heritage
-14.3 150.2 -56.4 26.2 -29.9 22.9-19.2 0.1 View Details
Low-Priced Stock
1.7 199.3 -55.7 28.5 -30.2 -3.9-29.6 -10.6 View Details
Opportunity
-20.3 191.8 -69.2 6.9 -35.8 47.7-29.8 -5.8 View Details
Pennsylvania Mutual
7.9 207.1 -57.0 11.6 -27.6 36.2-22.4 -3.0 View Details
Premier
-0.9 198.1 -49.0 29.9 -24.6 29.7-24.1 -3.4 View Details
Small-Cap Leaders
N/A N/A -49.7 28.4 -30.4 24.0-23.3 -5.2 View Details
Small-Cap Value
N/A N/A -54.1 18.4 -28.7 22.6-20.3 -9.3 View Details
Smaller-Companies Growth
N/A N/A -58.7 -1.7 -29.3 46.7-29.3 -12.1 View Details
Special Equity
56.1 227.4 -42.7 20.8 -20.6 43.4-20.8 -2.4 View Details
Total Return
22.0 193.9 -54.2 6.8 -22.5 44.8-18.3 1.2 View Details
Global/International Equity Funds
Global Financial Services
N/A N/A -56.6 1.1 -26.8 60.6-26.0 -7.1 View Details
Closed-End Funds
Micro-Cap Trust
-13.6 175.9 -66.3 -0.5 -28.1 53.6-25.9 -2.4 View Details
Value Trust
-12.2 161.3 -65.6 6.2 -32.8 31.3-22.3 1.1 View Details
Annuity Portfolios
Capital Small-Cap
11.8 233.2 -54.0 11.4 -22.4 43.5-19.4 -8.7 View Details

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Important Disclosure Information for Closed-End Funds

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