Royce Value Plus Fund

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

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 18.4
Mean 1.01
Sharpe Ratio 0.66
Bear Market Decile Rank 65

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 84.95 94.04
Beta 1.36 1.04
Alpha -7.2 -2.33

See Also:

Top Royce Funds