Royce Pennsylvania Mutual Fund Manager Performance Evaluation
| RYPFX Fund | USD 10.42 0.14 1.36% |
The fund holds a Beta of 1.44, 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.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Royce Pennsylvania Mutual are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Royce Pennsylvania 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 | 1.3100 |
Royce |
Royce Pennsylvania Relative Risk vs. Return Landscape
If you would invest 995.00 in Royce Pennsylvania Mutual on August 24, 2024 and sell it today you would earn a total of 33.00 from holding Royce Pennsylvania Mutual or generate 3.32% return on investment over 90 days. Royce Pennsylvania Mutual is currently producing 0.058% returns and takes up 1.1985% volatility of returns over 90 trading days. Put another way, 10% 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 Pennsylvania Current Valuation
Undervalued
Today
Please note that Royce Pennsylvania's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Royce Pennsylvania Mutual recent Real Value cannot be determined due to lack of data. The prevailing price of Royce Pennsylvania Mutual is $10.42. We determine the value of Royce Pennsylvania Mutual 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 Pennsylvania is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Royce Mutual Fund. However, Royce Pennsylvania'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 10.42 | Real 0.0 | Hype 0.0 | Naive 9.95 |
The intrinsic value of Royce Pennsylvania'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 Pennsylvania'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 Pennsylvania Mutual 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 Pennsylvania more accurately as focusing exclusively on Royce Pennsylvania's fundamentals will not take into account other important factors: Royce Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Royce Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Royce Pennsylvania Mutual, and traders can use it to determine the average amount a Royce Pennsylvania'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 = 0.0484
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | RYPFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Royce Pennsylvania is performing at about 3% of its full potential. 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 Pennsylvania by adding it to a well-diversified portfolio.
Royce Pennsylvania Fundamentals Growth
Royce Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Royce Pennsylvania, and Royce Pennsylvania 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 | 19.98 X | |||
| Price To Book | 2.23 X | |||
| Price To Sales | 1.23 X | |||
| Total Asset | 68.98 M | |||
About Royce Pennsylvania Performance
Evaluating Royce Pennsylvania's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Royce Pennsylvania 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 Pennsylvania 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.
The fund invests at least 80 percent of its net assets in equity securities of such small-cap companies, under normal circumstances. Although the fund generally 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. The fund may invest in other investment companies that invest in equity securities.Things to note about Royce Pennsylvania Mutual performance evaluation
Checking the ongoing alerts about Royce Pennsylvania for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Royce Pennsylvania Mutual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Royce Pennsylvania's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Royce Pennsylvania's mutual fund performance include:- Analyzing Royce Pennsylvania'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 Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Royce Pennsylvania'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 Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Royce Pennsylvania's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Royce Pennsylvania's mutual fund. These opinions can provide insight into Royce Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
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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