Royce Value Plus Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 18.39
Mean 0.94
Sharpe Ratio 0.61
Bear Market Decile Rank 66

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Small Core TR USD
R-Squared 84.85 93.99
Beta 1.36 1.03
Alpha -8.07 -3.22

See Also:

Top Royce Funds