Royce Global Financial Fund Manager Performance Evaluation
| RYFSX Fund | USD 5.52 0.00 0.00% |
The fund holds a Beta of -0.0079, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Royce Global are expected to decrease at a much lower rate. During the bear market, Royce Global is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Royce Global Financial has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Royce Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.5700 |
Royce |
Royce Global Relative Risk vs. Return Landscape
If you would invest 552.00 in Royce Global Financial on September 2, 2024 and sell it today you would earn a total of 0.00 from holding Royce Global Financial or generate 0.0% return on investment over 90 days. Royce Global Financial is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Royce, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Royce Global Current Valuation
Fairly Valued
Today
Please note that Royce Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Royce Global Financial holds a recent Real Value of $5.46 per share. The prevailing price of the fund is $5.52. We determine the value of Royce Global Financial from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Royce Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Royce Mutual Fund. However, Royce Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 5.52 | Real 5.46 | Hype 5.52 | Naive 5.52 |
The intrinsic value of Royce Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Royce Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Royce Global Financial helps investors to forecast how Royce mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Royce Global more accurately as focusing exclusively on Royce Global's fundamentals will not take into account other important factors: Royce Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Royce Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Royce Global Financial, and traders can use it to determine the average amount a Royce Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Royce Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Royce Global by adding Royce Global to a well-diversified portfolio.
Royce Global Fundamentals Growth
Royce Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Royce Global, and Royce Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Royce Mutual Fund performance.
| Price To Earning | 7.82 X | ||||
| Price To Book | 1.67 X | ||||
| Price To Sales | 1.05 X | ||||
| Total Asset | 18.61 M | ||||
About Royce Global Performance
Evaluating Royce Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Royce Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Royce Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Although the fund normally focuses on securities of financial services companies with stock market capitalizations up to 5 billion, it may invest an equal or greater percentage of its assets in securities of companies with larger market capitalizations. The fund will invest at least 40 percent of its net assets in equity securities of companies headquartered in at least three different countries outside of the United States.Things to note about Royce Global Financial performance evaluation
Checking the ongoing alerts about Royce Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Royce Global Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Royce Global generated a negative expected return over the last 90 days | |
| The fund maintains 96.74% of its assets in stocks |
- Analyzing Royce Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Royce Global's stock is overvalued or undervalued compared to its peers.
- Examining Royce Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Royce Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Royce Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Royce Global's mutual fund. These opinions can provide insight into Royce Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Royce Mutual Fund
Royce Global 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 Global security.
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