Royce Micro-cap Financials
| RYOTX Fund | USD 13.10 0.14 1.08% |
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 Micro-cap Fund Summary
Royce Micro-cap competes with T Rowe, Strategic Allocation, Real Estate, High Yield, and Strategic Allocation. The fund invests the funds assets primarily in equity securities of micro-cap companies. Normally, the fund invests at least 80 percent of its net assets in equity securities of micro-cap companies. 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 Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7809057091 |
| Business Address | Royce Fund |
| Mutual Fund Family | Royce Investment Partners |
| Mutual Fund Category | Small Blend |
| 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 Micro-cap's current stock value. Our valuation model uses many indicators to compare Royce Micro-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Royce Micro-cap competition to find correlations between indicators driving Royce Micro-cap's intrinsic value. More Info.Royce Micro Cap Fund 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 0.35 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Royce Micro Cap Fund is roughly 2.88 . 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 Micro-cap's earnings, one of the primary drivers of an investment's value.Royce Micro Cap Systematic Risk
Royce Micro-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Royce Micro-cap 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Royce Micro Cap correlated with the market. If Beta is less than 0 Royce Micro-cap generally moves in the opposite direction as compared to the market. If Royce Micro-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Royce Micro Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Royce Micro-cap is generally in the same direction as the market. If Beta > 1 Royce Micro-cap moves generally in the same direction as, but more than the movement of the benchmark.
Royce Micro-cap November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Royce Micro-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Royce Micro Cap Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Royce Micro Cap Fund 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 Micro-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.32 | |||
| Information Ratio | 0.024 | |||
| Maximum Drawdown | 7.56 | |||
| Value At Risk | (1.87) | |||
| Potential Upside | 2.66 |
Other Information on Investing in Royce Mutual Fund
Royce Micro-cap 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 Micro-cap security.
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