Royce Value Closed Fund (RVT) — Net Asset Quality Index

Latest as of December 2025: 99.8%

Royce Value Closed Fund (RVT) has a Net Asset Quality Index of 99.8% as of December 2025. This metric measures the proportion of total assets financed by shareholders' equity — total assets of $2.17 Billion minus total liabilities of $4.50 Million yields net assets of $2.16 Billion. A higher index indicates a stronger, lower-leverage balance sheet. For live market cap and overall valuation, see RVT market cap overview.

Quality Index

99.8%
Equity / Total Assets

Net Assets

$2.16 Billion
USD

Total Assets

$2.17 Billion
USD

Total Liabilities

$4.50 Million
USD

Royce Value Closed Fund Net Asset Quality Index Over Time (1995–2025)

This chart shows how Royce Value Closed Fund's Net Asset Quality Index has evolved across 31 annual periods from 1995 to 2025. As of December 2025, the index stands at 99.8%, representing net assets of $2.16 Billion against total assets of $2.17 Billion USD. See RVT book value for net asset value and shareholders' equity analysis.

Annual Net Asset Quality Index for Royce Value Closed Fund (1995–2025)

The table below presents the year-by-year Net Asset Quality Index for Royce Value Closed Fund from 1995 to 2025, covering 31 annual filings. Each row shows total assets, total liabilities, net assets, the quality index percentage, and the change in percentage points compared to the prior year. Check strategic asset allocation of Royce Value Closed Fund to assess the company's strategic physical and investment asset allocation.

Year Quality Index Net Assets (USD) Total Assets Total Liabilities Change (pp)
2025 99.8% $2.16 Billion $2.17 Billion $4.50 Million ▲ +1.7 pp
2024 98.1% $2.00 Billion $2.04 Billion $37.84 Million ▲ +0.2 pp
2023 97.9% $1.86 Billion $1.90 Billion $39.68 Million ▲ +0.5 pp
2022 97.5% $1.61 Billion $1.65 Billion $41.85 Million ▲ +0.9 pp
2021 96.6% $2.15 Billion $2.23 Billion $76.21 Million ▲ +0.5 pp
2020 96.1% $1.89 Billion $1.97 Billion $76.53 Million ▲ +0.3 pp
2019 95.8% $1.63 Billion $1.70 Billion $72.02 Million ▲ +0.2 pp
2018 95.6% $1.30 Billion $1.36 Billion $60.66 Million ▲ +0.4 pp
2017 95.2% $1.48 Billion $1.56 Billion $74.57 Million ▲ +0.5 pp
2016 94.7% $1.30 Million $1.37 Million $72.83K ▲ +0.9 pp
2015 93.8% $1.07 Million $1.14 Million $71.42K ▼ -0.6 pp
2014 94.3% $1.23 Billion $1.31 Billion $73.96 Million ▲ +2.3 pp
2013 92.0% $1.31 Billion $1.42 Billion $113.46 Million ▲ +4.3 pp
2012 87.8% $1.08 Billion $1.23 Billion $151.10 Million ▼ -10.1 pp
2011 97.8% $1.19 Billion $1.21 Billion $26.60 Million ▼ -1.2 pp
2010 99.0% $1.33 Billion $1.34 Billion $13.80 Million ▲ +1.9 pp
2009 97.1% $1.07 Billion $1.10 Billion $32.00 Million ▲ +0.2 pp
2008 96.9% $823.20 Million $849.40 Million $26.20 Million ▲ +9.4 pp
2007 87.6% $1.40 Billion $1.60 Billion $199.70 Million ▼ -4.8 pp
2006 92.4% $1.40 Billion $1.52 Billion $115.40 Million ▼ -1.5 pp
2005 93.9% $1.25 Billion $1.33 Billion $81.00 Million ▼ -0.1 pp
2004 94.0% $1.21 Billion $1.29 Billion $77.00 Million ▲ +0.5 pp
2003 93.6% $1.07 Billion $1.14 Billion $73.80 Million ▼ -2.4 pp
2002 96.0% $720.80 Million $751.00 Million $30.20 Million ▼ -3.8 pp
2001 99.8% $849.10 Million $851.20 Million $2.10 Million ▲ +0.6 pp
2000 99.2% $783.30 Million $790.00 Million $6.70 Million ▼ -0.5 pp
1999 99.6% $713.00 Million $715.60 Million $2.60 Million ▲ +0.1 pp
1998 99.5% $677.00 Million $680.40 Million $3.40 Million ▲ +4.8 pp
1997 94.7% $554.20 Million $585.50 Million $31.30 Million ▲ +2.8 pp
1996 91.8% $441.80 Million $481.20 Million $39.40 Million ▲ +3.4 pp
1995 88.4% $339.00 Million $383.60 Million $44.60 Million
pp = percentage points