Royce Heritage Fund

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

Risk

Volatility Measurements

Updated 03.31.2014

Standard Deviation 17.35
Mean 0.68
Sharpe Ratio 0.46
Bear Market Decile Rank 68

Modern Portfolio Theory Statistics

Updated 03.31.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Mid Cap TR USD
R-Squared 86.02 94.23
Beta 1.29 1.13
Alpha -10.57 -8.51

See Also:

Top Royce Funds