Royce Heritage Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 17.35
Mean 0.71
Sharpe Ratio 0.49
Bear Market Decile Rank 69

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 84.89 94.46
Beta 1.28 1.13
Alpha -9.68 -8.95

See Also:

Top Royce Funds