Performance analysis of RMT (Royce Micro-Cap Trust)
Annual Return
Over the past 3 years, RMT has had an average annual return of +28.38%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, RMT has had an average annual return of +11.76%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, RMT has had an average annual return of +15.50%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, RMT has had an average annual return of +12.07%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +37.45% | +16.12% | +13.97% | +15.90% | -16.81% | +22.58% | +28.23% | +25% | -14.94% | +25.24% | +22.30% | -16.07% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +2.80% | +50.14% | +14.07% | -6.60% | +34.13% | +38.65% | -46.10% | -20.78% | +23.66% | +8.38% | +33.16% | +63.32% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -12.87% | +29.08% | +15.17% | +11.57% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.16% | +6.27% | -5.82% | +16.89% | +6.20% | +0.43% | +37.45% | ||||||
| 2025 | +1.54% | -6.16% | -7.20% | -2.97% | +6.97% | +7.85% | +2.38% | +7.39% | +3.97% | +1.54% | -0.85% | +1.95% | +16.12% |
| 2024 | -2.49% | +3.55% | +3.14% | -6.03% | +9.12% | -3.33% | +8.05% | -1.41% | +0.05% | -3.02% | +10.73% | -3.54% | +13.97% |
| 2023 | +9.10% | -1.06% | -4.47% | -5.82% | -1.09% | +9.22% | +5.49% | -2.71% | -5.98% | -5.68% | +9.22% | +11.12% | +15.90% |
| 2022 | -8.05% | -2.26% | +3.67% | -11.31% | +0.86% | -8.92% | +10.65% | -2.16% | -10.32% | +11.98% | +5.41% | -4.36% | -16.81% |
| 2021 | +4.94% | +10.36% | -2.27% | +5.13% | +2.86% | +3.03% | -3.63% | +0.08% | -2.80% | +3.42% | -4.91% | +5.43% | +22.58% |
| 2020 | -2.22% | -6.47% | -27.05% | +19.96% | +5.70% | +4.20% | +5.55% | +6.97% | -3.83% | +0.52% | +21.92% | +9.32% | +28.23% |
| 2019 | +11.86% | +5.54% | -2.83% | +1.44% | -6.15% | +5.87% | +0.36% | -4.85% | +4.54% | +0.37% | +2.60% | +5.15% | +25% |
| 2018 | +1.80% | -2.08% | +1.33% | +2.35% | +5.74% | +0.36% | +4.80% | +1.91% | -2.63% | -15.08% | +0.35% | -12.51% | -14.94% |
| 2017 | +1.23% | +2.42% | +1.14% | +3.81% | -1.72% | +2.92% | -0% | -0.69% | +11.36% | -0.11% | +1.07% | +1.88% | +25.24% |
Drawdown analysis of RMT (Royce Micro-Cap Trust)
The maximum drawdown for the RMT was -73.93%, occurring on Mar 9, 2009. Recovery took 1094 trading sessions.
The current RMT drawdown is -0.91%.
Since Nov 1, 1999 RMT has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.93% | Feb 23, 2007 | 513 | Mar 9, 2009 | 1094 | Jul 12, 2013 | 1607 |
| -50.36% | Aug 31, 2018 | 390 | Mar 23, 2020 | 166 | Nov 16, 2020 | 556 |
| -41.33% | May 6, 2002 | 110 | Oct 10, 2002 | 217 | Aug 21, 2003 | 327 |
| -32.84% | Jul 3, 2014 | 405 | Feb 11, 2016 | 220 | Dec 23, 2016 | 625 |
| -30.71% | Nov 8, 2021 | 222 | Sep 27, 2022 | 450 | Jul 15, 2024 | 672 |
| -26.38% | Jan 24, 2025 | 51 | Apr 8, 2025 | 87 | Aug 13, 2025 | 138 |
| -24.20% | Jul 20, 2001 | 40 | Sep 21, 2001 | 66 | Dec 26, 2001 | 106 |
| -17.66% | Apr 12, 2004 | 20 | May 10, 2004 | 100 | Oct 1, 2004 | 120 |
| -17.16% | May 10, 2006 | 23 | Jun 13, 2006 | 106 | Nov 10, 2006 | 129 |
| -15.79% | Dec 28, 2004 | 76 | Apr 18, 2005 | 65 | Jul 20, 2005 | 141 |
| -15.51% | Feb 2, 2001 | 33 | Mar 22, 2001 | 39 | May 17, 2001 | 72 |
| -14.30% | Mar 22, 2000 | 18 | Apr 17, 2000 | 102 | Sep 12, 2000 | 120 |
| -13.22% | Sep 13, 2000 | 69 | Dec 20, 2000 | 18 | Jan 18, 2001 | 87 |
| -11.71% | Aug 3, 2005 | 50 | Oct 13, 2005 | 29 | Nov 23, 2005 | 79 |
| -11.36% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -10.91% | Jul 16, 2024 | 14 | Aug 5, 2024 | 66 | Nov 6, 2024 | 80 |
| -10.21% | Mar 2, 2026 | 14 | Mar 20, 2026 | 14 | Apr 10, 2026 | 28 |
| -9.31% | Jul 1, 2021 | 34 | Aug 19, 2021 | 53 | Nov 3, 2021 | 87 |
| -8.91% | Mar 15, 2021 | 7 | Mar 24, 2021 | 45 | May 27, 2021 | 52 |
| -8.73% | Jul 19, 2017 | 16 | Aug 10, 2017 | 26 | Sep 18, 2017 | 42 |
| -8.53% | Mar 7, 2014 | 48 | May 15, 2014 | 30 | Jun 27, 2014 | 78 |
| -8.31% | Jan 10, 2014 | 15 | Feb 3, 2014 | 20 | Mar 4, 2014 | 35 |
| -8.30% | Jan 26, 2018 | 9 | Feb 8, 2018 | 45 | Apr 16, 2018 | 54 |
| -7.79% | Sep 8, 2003 | 14 | Sep 26, 2003 | 9 | Oct 9, 2003 | 23 |
| -6.83% | Dec 2, 2024 | 13 | Dec 19, 2024 | 19 | Jan 21, 2025 | 32 |