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: 03/15/21 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
03/15/21
Current
04/19/21
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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 40.4-5.4 View Details
U.S. Equity Funds
Dividend Value
-25.1 40.9 -19.7 30.7 -33.1 26.42.4 View Details
Pennsylvania Mutual
-27.6 36.2 -22.4 43.6 -38.1 35.2-1.0 View Details
Premier
-24.6 29.7 -24.1 43.7 -29.5 39.4-1.6 View Details
Smaller-Companies Growth
-29.3 46.7 -29.3 36.2 -41.4 65.3-3.4 View Details
Total Return
-22.5 44.8 -18.3 34.7 -34.2 28.50.5 View Details
Global/International Equity Funds
Global Financial Services
-26.8 60.6 -26.0 26.2 -35.8 36.51.1 View Details
Closed-End Funds
Micro-Cap Trust
-28.1 53.6 -25.9 39.9 -41.5 53.4-4.2 View Details
Value Trust
-32.8 31.3 -22.3 44.3 -36.1 46.9-1.5 View Details

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Important Disclosure Information for Closed-End Funds

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