Royce Special Equity Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 13.96
Mean 1.12
Sharpe Ratio 0.96
Bear Market Decile Rank 3

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Russell 2000 TR USD
R-Squared 81.32 90.5
Beta 1.03 0.78
Alpha -3.21 1.6