Royce Special Equity Fund

Scorecard
3 / 5 Stars
Lipper
2 1 4 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 13.98
Mean 1.06
Sharpe Ratio 0.91
Bear Market Decile Rank 4

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Core TR USD
R-Squared 82.11 90.41
Beta 1.01 0.77
Alpha -1.72 1.94

See Also:

Top Royce Funds