Royce Value Plus Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 18.38
Mean 1.02
Sharpe Ratio 0.66
Bear Market Decile Rank 64

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 84.87 93.95
Beta 1.36 1.03
Alpha -7.01 -2.16

See Also:

Top Royce Funds