Royce Total Return Fund

Scorecard
3 / 5 Stars
Lipper
3 2 4 3 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 13.67
Mean 1.13
Sharpe Ratio 0.99
Bear Market Decile Rank 6

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Core TR USD
R-Squared 91.15 96.18
Beta 1.06 0.78
Alpha -3.64 1.87