Royce Heritage Fund

Scorecard
2 / 5 Stars
Lipper
2 1 2 1 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D- (Sell)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 17.39
Mean 0.73
Sharpe Ratio 0.5
Bear Market Decile Rank 68

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared 84.84 94.45
Beta 1.28 1.13
Alpha -9.51 -8.79

See Also:

Top Royce Funds