Royce Value Plus Fund

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

Risk

Volatility Measurements

Updated 06.30.2014

Standard Deviation 18.62
Mean 1.04
Sharpe Ratio 0.67
Bear Market Decile Rank 65

Modern Portfolio Theory Statistics

Updated 06.30.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Russell 2000 Growth TR USD
R-Squared 81.34 93.71
Beta 1.37 1.0
Alpha -9.67 -2.77