Royce Pennsylvania Mutual Fund Net Income
| RYPFX Fund | USD 9.89 0.02 0.20% |
As of the 27th of January, Royce Pennsylvania holds the Risk Adjusted Performance of 0.1305, coefficient of variation of 582.66, and Semi Deviation of 0.711. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Royce Pennsylvania, as well as the relationship between them.
Royce Pennsylvania's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Royce Pennsylvania's valuation are provided below:Royce Pennsylvania Mutual does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Royce |
Royce Pennsylvania 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Royce Pennsylvania's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Royce Pennsylvania.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Royce Pennsylvania on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Royce Pennsylvania Mutual or generate 0.0% return on investment in Royce Pennsylvania over 90 days. Royce Pennsylvania is related to or competes with Emerging Markets, Brandes International, Fam Value, Classic Value, Pimco Dynamic, Columbia Select, and Amg Managers. The fund invests at least 80 percent of its net assets in equity securities of such small-cap companies, under normal ci... More
Royce Pennsylvania Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Royce Pennsylvania's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Royce Pennsylvania Mutual upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9937 | |||
| Information Ratio | 0.1121 | |||
| Maximum Drawdown | 8.94 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 2.08 |
Royce Pennsylvania Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Royce Pennsylvania's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Royce Pennsylvania's standard deviation. In reality, there are many statistical measures that can use Royce Pennsylvania historical prices to predict the future Royce Pennsylvania's volatility.| Risk Adjusted Performance | 0.1305 | |||
| Jensen Alpha | 0.1249 | |||
| Total Risk Alpha | 0.0919 | |||
| Sortino Ratio | 0.1533 | |||
| Treynor Ratio | 0.161 |
Royce Pennsylvania January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1305 | |||
| Market Risk Adjusted Performance | 0.171 | |||
| Mean Deviation | 0.9086 | |||
| Semi Deviation | 0.711 | |||
| Downside Deviation | 0.9937 | |||
| Coefficient Of Variation | 582.66 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.85 | |||
| Information Ratio | 0.1121 | |||
| Jensen Alpha | 0.1249 | |||
| Total Risk Alpha | 0.0919 | |||
| Sortino Ratio | 0.1533 | |||
| Treynor Ratio | 0.161 | |||
| Maximum Drawdown | 8.94 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 2.08 | |||
| Downside Variance | 0.9875 | |||
| Semi Variance | 0.5055 | |||
| Expected Short fall | (1.11) | |||
| Skewness | 2.21 | |||
| Kurtosis | 10.48 |
Royce Pennsylvania Mutual Backtested Returns
Royce Pennsylvania appears to be not too volatile, given 3 months investment horizon. Royce Pennsylvania Mutual maintains Sharpe Ratio (i.e., Efficiency) of 0.19, which implies the entity had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Royce Pennsylvania Mutual, which you can use to evaluate the volatility of the fund. Please evaluate Royce Pennsylvania's Coefficient Of Variation of 582.66, semi deviation of 0.711, and Risk Adjusted Performance of 0.1305 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 1.39, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Royce Pennsylvania will likely underperform.
Auto-correlation | 0.54 |
Modest predictability
Royce Pennsylvania Mutual has modest predictability. Overlapping area represents the amount of predictability between Royce Pennsylvania time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Royce Pennsylvania Mutual price movement. The serial correlation of 0.54 indicates that about 54.0% of current Royce Pennsylvania price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.54 | |
| Spearman Rank Test | 0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Royce Pennsylvania Mutual reported net income of 0.0. This indicator is about the same for the Royce Investment Partners average (which is currently at 0.0) family and about the same as Small Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Royce Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Royce Pennsylvania's direct or indirect competition against its Net Income 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 Pennsylvania could also be used in its relative valuation, which is a method of valuing Royce Pennsylvania by comparing valuation metrics of similar companies.Royce Pennsylvania is currently under evaluation in net income among similar funds.
Royce Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Royce Pennsylvania's current stock value. Our valuation model uses many indicators to compare Royce Pennsylvania value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Royce Pennsylvania competition to find correlations between indicators driving Royce Pennsylvania's intrinsic value. More Info.Royce Pennsylvania Mutual 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Royce Pennsylvania Mutual is roughly 8.96 . 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 Pennsylvania's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Royce Pennsylvania
The fund consists of 96.24% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Royce Pennsylvania'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 | 19.98 X | |||
| Price To Book | 2.23 X | |||
| Price To Sales | 1.23 X | |||
| Total Asset | 59.5 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 8.81 % | |||
| One Year Return | 13.15 % | |||
| Three Year Return | 14.28 % | |||
| Five Year Return | 8.30 % | |||
| Ten Year Return | 7.81 % | |||
| Net Asset | 1.77 B | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 3.76 % | |||
| Equity Positions Weight | 96.24 % |
About Royce Pennsylvania Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Royce Pennsylvania Mutual's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Royce Pennsylvania using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Royce Pennsylvania Mutual based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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| HITI | High Tide | |
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Other Information on Investing in Royce Mutual Fund
Royce Pennsylvania 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 Pennsylvania security.
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