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Short term: Funds with the best performance in their category for the last 3 months * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| VSFAX | Federated Clover Small Value A | 21.91 | NA | NA | NA | NA | | VSFCX | Federated Clover Small Value C | 21.69 | NA | NA | NA | NA | | HUSIX | Huber Capital Small Cap Value | 11.69 | 79.34 | 104.64 | NA | NA | | NSCBX | Nuveen NWQ Small Cap Value B | 11.45 | 27.45 | 38.76 | -12.29 | NA | | AVALX | Aegis Value | 10.57 | 81.72 | 96.86 | -5.64 | 0.33 | | HSCSX | Homestead Small Company Stock | 9.50 | 40.47 | 60.92 | -2.42 | 4.05 | | DASCX | Dean Small Cap Value | 9.49 | 38.19 | 66.26 | -7.40 | -0.60 | | HRTVX | Heartland Value | 8.22 | 37.70 | 59.26 | -7.08 | 1.27 | | SSSFX | SouthernSun Small Cap Investor | 7.38 | 26.96 | 53.40 | -4.20 | 1.19 | | OASVX | Delaware Optimum Small-Mid Cap Val A | 6.63 | 34.55 | 51.63 | -9.18 | -1.75 |
Long term: Funds with the best performance in their category for the last 3 years * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| ICMAX | Intrepid Small Cap | 6.06 | 36.98 | 57.08 | 13.47 | NA | | PVFIX | Pinnacle Value | -1.78 | 11.00 | 14.30 | 3.50 | 5.99 | | JSCVX | Perkins Small Cap Value J | 5.68 | 31.04 | 45.68 | 1.90 | 5.51 | | HRVIX | Heartland Value Plus | 3.97 | 20.77 | 33.32 | 1.42 | 4.57 | | RYSEX | Royce Special Equity Invmt | 4.23 | 24.11 | 35.31 | 1.39 | 3.91 | | RSEFX | Royce Special Equity Svc | 4.12 | 23.81 | 35.06 | 1.18 | 3.69 | | RSQCX | Royce Special Equity Consult | 3.91 | 22.80 | 33.76 | 0.27 | 2.75 | | QRSVX | Queens Road Small Cap Value | 2.96 | 28.41 | 42.73 | -0.07 | 2.83 | | PAEDX | Penn Avenue Event-Driven Inv | 5.30 | 29.25 | 32.85 | -0.12 | 4.25 | | ADKSX | Adirondack Small Cap | 6.45 | 49.20 | 77.28 | -0.71 | NA |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. | 
