Royce Smaller-companie Financials
| RVPIX Fund | USD 8.85 0.11 1.26% |
Royce |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Royce Smaller-companie Fund Summary
Royce Smaller-companie competes with Royce Opportunity, Royce Opportunity, Royce Opportunity, Royce Premier, and Royce Pennsylvania. The funds investment adviser invests the funds assets primarily in equity securities of companies with stock market capitalizations up to 7.5 billion that the adviser believes have above-average growth prospects. Normally, the fund invests at least 80 percent of its net assets in equity securities of companies with stock market capitalizations up to 7.5 billion. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25 percent of its net assets in securities of companies headquartered in foreign countries.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Royce Fund |
| Mutual Fund Family | Royce |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 221 4268 |
| Currency | USD - US Dollar |
Royce Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Royce Smaller-companie's current stock value. Our valuation model uses many indicators to compare Royce Smaller-companie value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Royce Smaller-companie competition to find correlations between indicators driving Royce Smaller-companie's intrinsic value. More Info.Royce Smaller Companies Growth is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 1.54 of Price To Book per Price To Earning. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Royce Smaller-companie's earnings, one of the primary drivers of an investment's value.Royce Smaller Companies Systematic Risk
Royce Smaller-companie's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Royce Smaller-companie volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Royce Smaller Companies correlated with the market. If Beta is less than 0 Royce Smaller-companie generally moves in the opposite direction as compared to the market. If Royce Smaller-companie Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Royce Smaller Companies is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Royce Smaller-companie is generally in the same direction as the market. If Beta > 1 Royce Smaller-companie moves generally in the same direction as, but more than the movement of the benchmark.
Royce Smaller-companie November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Royce Smaller-companie help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Royce Smaller Companies Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Royce Smaller Companies Growth based on widely used predictive technical indicators. In general, we focus on analyzing Royce Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Royce Smaller-companie's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.39 | |||
| Information Ratio | 0.1018 | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (1.77) | |||
| Potential Upside | 2.3 |
Other Information on Investing in Royce Mutual Fund
Royce Smaller-companie financial ratios help investors to determine whether Royce Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Royce with respect to the benefits of owning Royce Smaller-companie security.
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