10 Small-Cap Mutual Funds That Delivered Positive Returns in 5 Years

The rally from COVID-19 lows marked a turning point for small-cap mutual funds, driving significant attention toward their potential to deliver impressive gains. Over the past five years, a select group of small-cap mutual funds have demonstrated exceptional resilience, consistently delivering positive returns each year from 2020 to 2024.

In this article, we highlight 10 small-cap mutual funds, showcasing their unwavering track record through a detailed table.

Performance Overview of Small Cap Mutual Funds 

The following small-cap mutual funds have delivered positive returns annually since 2020. The performance for 2024 is calculated as of November 27, 2024.

Key Takeaways

1. Consistent Performance: Each fund has delivered positive returns annually. 
2. Diverse Offerings: The funds span various AUM sizes and expense ratios, catering to different investor preferences.
3. Resilient Growth: Despite market fluctuations, these funds showcased remarkable resilience and growth.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.