The best and worst performers among equity funds ranked by style: Small-Cap Value
The best and worst performers among equity funds ranked by style: Small-Cap Value Click column headers…
The best and worst performers among equity funds ranked by style: Small-Cap Value
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| 3-year std dev | Assets ($M) | ||||
|---|---|---|---|---|---|
| TOP 10 | 3 months | 1 year | 3 years | ||
| Bertolet Pinnacle Value | 2.56 | 20.06 | 13.4 | 5.63 | 56.8 |
| Kinetics Small Cap Opportunities | 4.24 | 19.78 | 21.58 | 12.09 | 776 |
| Intrepid Small Cap | 7.12 | 13.91 | N/A | N/A | 5.7 |
| Paradigm Value | -0.83 | 8.67 | 15.97 | 10.7 | 120.8 |
| Pacific Advisors Small Cap A | -3.12 | 8.66 | 17.53 | 18.28 | 124.7 |
| New River Small Cap | 0.59 | 8.13 | 8.9 | 13.48 | 59.4 |
| Perritt Emerging Opportunities | -7.44 | 7.01 | 14 | 12.19 | 119.5 |
| First Investors Special Situations A | 0.58 | 6.94 | 11.63 | 10.33 | 308.1 |
| Allianz NFJ Small Cap Value Inst | -1.91 | 6.57 | 12.57 | 10.4 | 1041.4 |
| Royce Special Equity Inv | -1.46 | 6.47 | 7.02 | 10.39 | 420.8 |
| BOTTOM 5 | |||||
| Schneider Small Cap Value | -9.21 | -19.41 | 4.08 | 17.18 | 97 |
| Rydex Small-Cap Value C | -13.32 | -18.52 | -0.68 | 13.57 | 0.8 |
| Hotchkis and Wiley Small Cap Value I | -8.8 | -16.82 | -0.49 | 14.59 | 391.1 |
| Rydex SmallCap 600 Pure Value Index | -12.74 | -16.78 | N/A | N/A | 22.4 |
| DWS Small Cap Value S | -9.7 | -16.61 | 0.75 | 13.01 | 231.3 |
| Lipper category average | -5.32 | -3.14 | 7.33 | 12.13 | |
| Russell 2000 Value Index | -9.9 | 4.46 | -6.51 | 12.59 |
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