Royce Small Cap Leaders Fund One Year Return
Royce Small Cap Leaders fundamentals help investors to digest information that contributes to Royce Small's financial success or failures. It also enables traders to predict the movement of Royce Mutual Fund. The fundamental analysis module provides a way to measure Royce Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Royce Small mutual fund.
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Royce Small Cap Leaders Mutual Fund One Year Return Analysis
Royce Small's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Royce Small One Year Return | (0.99) % |
Most of Royce Small's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Royce Small Cap Leaders is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Royce Small Cap Leaders has an One Year Return of -0.99%. This is 198.02% lower than that of the Category family and 197.75% lower than that of the Family category. The one year return for all United States funds is 123.86% higher than that of the company.
Royce One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Royce Small's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Royce Small could also be used in its relative valuation, which is a method of valuing Royce Small by comparing valuation metrics of similar companies.Royce Small is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Royce Small
The fund consists of 96.37% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Royce Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Royce Fundamentals
| Price To Earning | 17.79 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.25 X | |||
| Total Asset | 80.05 M | |||
| One Year Return | (0.99) % | |||
| Three Year Return | 24.09 % | |||
| Five Year Return | 5.00 % | |||
| Ten Year Return | 10.38 % | |||
| Net Asset | 80.05 M | |||
| Cash Position Weight | 3.63 % | |||
| Equity Positions Weight | 96.37 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Other Consideration for investing in Royce Mutual Fund
If you are still planning to invest in Royce Small Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Royce Small's history and understand the potential risks before investing.
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