Market Cycle Results: Royce Funds vs. Russell 2000 Index(%)  
07/13/07 Peak To: 04/29/11 Peak To: 06/23/15 Peak To: 11/25/16 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
11/25/16
Current
12/02/16
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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 6.2-2.4 View Details
U.S. Equity Funds
Dividend Value
-52.9 22.5 -25.1 40.9 -19.7 3.6-0.4 View Details
Heritage
-56.4 26.2 -29.9 22.9 -19.2 5.7-0.5 View Details
Low-Priced Stock
-55.7 28.5 -30.2 -3.9 -29.6 -3.0-2.2 View Details
Opportunity
-69.2 6.9 -35.8 47.7 -29.8 6.8-2.3 View Details
Pennsylvania Mutual
-57.0 11.6 -27.6 36.2 -22.4 7.2-1.1 View Details
Premier
-49.0 29.9 -24.6 29.7 -24.1 5.2-1.0 View Details
Small-Cap Leaders
-49.7 28.4 -30.4 24.0 -23.3 4.4-0.5 View Details
Small-Cap Value
-54.1 18.4 -28.7 22.6 -20.3 -0.2-1.2 View Details
Smaller-Companies Growth
-58.7 -1.7 -29.3 46.7 -29.3 -3.1-2.2 View Details
Special Equity
-42.7 20.8 -20.6 43.4 -20.8 9.8-1.1 View Details
Total Return
-54.2 6.8 -22.5 44.8 -18.3 10.7-1.0 View Details
Global/International Equity Funds
Global Financial Services
-56.6 1.1 -26.8 60.6 -26.0 -3.6-0.9 View Details
Closed-End Funds
Micro-Cap Trust
-66.3 -0.5 -28.1 53.6 -25.9 4.1-1.8 View Details
Value Trust
-65.6 6.2 -32.8 31.3 -22.3 9.7-0.7 View Details
Annuity Portfolios
Capital Small-Cap
-54.0 11.4 -22.4 43.5 -19.4 1.4-1.3 View Details

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Important Disclosure Information for Closed-End Funds

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