Market Cycles | Royce Funds
Market Cycle Results: Royce Funds vs. Russell 2000 Index(%)  
07/13/07 Peak To: 04/29/11 Peak To: 06/23/15 Peak To: 08/31/18 Peak To:  
Fund Name Ticker TROUGH
03/09/09
PEAK
04/29/11
TROUGH
10/03/11
PEAK
06/23/15
TROUGH
02/11/16
PEAK
08/31/18
TROUGH
12/24/18
Current
07/19/19
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Market
Cycles
How does Royce define market cycles?
 
Russell 2000 Index (View market cycle chart) -58.9 6.6 -29.1 58.5 -25.7 40.4-26.9 -9.9 View Details
U.S. Equity Funds
Dividend Value
-52.9 22.5 -25.1 40.9 -19.7 30.7-22.1 -1.3 View Details
Opportunity
-69.2 6.9 -35.8 47.7 -29.8 42.7-30.3 -16.3 View Details
Pennsylvania Mutual
-57.0 11.6 -27.6 36.2 -22.4 43.6-25.1 -6.8 View Details
Premier
-49.0 29.9 -24.6 29.7 -24.1 43.7-23.3 -0.5 View Details
Small-Cap Value
-54.1 18.4 -28.7 22.6 -20.3 23.7-22.6 -11.1 View Details
Smaller-Companies Growth
-58.7 -1.7 -29.3 46.7 -29.3 36.2-30.2 -8.1 View Details
Special Equity
-42.7 20.8 -20.6 43.4 -20.8 27.0-16.9 -9.7 View Details
Total Return
-54.2 6.8 -22.5 44.8 -18.3 34.7-21.0 -4.3 View Details
Global/International Equity Funds
Global Financial Services
-56.6 1.1 -26.8 60.6 -26.0 26.2-20.6 -3.0 View Details
Closed-End Funds
Micro-Cap Trust
-66.3 -0.5 -28.1 53.6 -25.9 39.9-25.6 -11.9 View Details
Value Trust
-65.6 6.2 -32.8 31.3 -22.3 44.3-25.1 -6.2 View Details
Annuity Portfolios
Capital Small-Cap
-54.0 11.4 -22.4 43.5 -19.4 24.4-23.6 -12.9 View Details

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