Royce Total Return Fund Technical Analysis
| RTRIX Fund | USD 7.15 0.05 0.69% |
As of the 3rd of February, Royce Total holds the Coefficient Of Variation of 554.27, semi deviation of 0.2631, and Risk Adjusted Performance of 0.1388. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Royce Total, as well as the relationship between them.
Royce Total Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Royce, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to RoyceRoyce |
Royce Total '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 Total'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 Total.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Royce Total on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Royce Total Return or generate 0.0% return on investment in Royce Total over 90 days. Royce Total is related to or competes with Strategic Allocation:, Principal Lifetime, Guggenheim Large, Rational Strategic, Legg Mason, T Rowe, and Jhancock Disciplined. Normally, the fund invests at least 65 percent of its net assets in dividend-paying equity securities More
Royce Total 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 Total'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 Total Return upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8641 | |||
| Information Ratio | 0.154 | |||
| Maximum Drawdown | 16.26 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.42 |
Royce Total Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Royce Total's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Royce Total's standard deviation. In reality, there are many statistical measures that can use Royce Total historical prices to predict the future Royce Total's volatility.| Risk Adjusted Performance | 0.1388 | |||
| Jensen Alpha | 0.2875 | |||
| Total Risk Alpha | 0.2349 | |||
| Sortino Ratio | 0.3582 | |||
| Treynor Ratio | 0.233 |
Royce Total February 3, 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 | 0.1388 | |||
| Market Risk Adjusted Performance | 0.243 | |||
| Mean Deviation | 0.9931 | |||
| Semi Deviation | 0.2631 | |||
| Downside Deviation | 0.8641 | |||
| Coefficient Of Variation | 554.27 | |||
| Standard Deviation | 2.01 | |||
| Variance | 4.04 | |||
| Information Ratio | 0.154 | |||
| Jensen Alpha | 0.2875 | |||
| Total Risk Alpha | 0.2349 | |||
| Sortino Ratio | 0.3582 | |||
| Treynor Ratio | 0.233 | |||
| Maximum Drawdown | 16.26 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 0.7467 | |||
| Semi Variance | 0.0692 | |||
| Expected Short fall | (1.37) | |||
| Skewness | 5.3 | |||
| Kurtosis | 36.22 |
Royce Total Return Backtested Returns
Royce Total appears to be somewhat reliable, given 3 months investment horizon. Royce Total Return 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-seven technical indicators for Royce Total Return, which you can use to evaluate the volatility of the fund. Please evaluate Royce Total's Semi Deviation of 0.2631, coefficient of variation of 554.27, and Risk Adjusted Performance of 0.1388 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 1.51, 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 Total will likely underperform.
Auto-correlation | 0.53 |
Modest predictability
Royce Total Return has modest predictability. Overlapping area represents the amount of predictability between Royce Total time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 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 Total Return price movement. The serial correlation of 0.53 indicates that about 53.0% of current Royce Total price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.53 | |
| Spearman Rank Test | 0.65 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Royce Total technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Royce Total Return Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Royce Total Return volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Royce Total Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Royce Total Return on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Royce Total Return based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Royce Total Return price pattern first instead of the macroeconomic environment surrounding Royce Total Return. By analyzing Royce Total's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Royce Total's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Royce Total specific price patterns or momentum indicators. Please read more on our technical analysis page.
Royce Total February 3, 2026 Technical Indicators
Most technical analysis of Royce help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Royce from various momentum indicators to cycle indicators. When you analyze Royce charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1388 | |||
| Market Risk Adjusted Performance | 0.243 | |||
| Mean Deviation | 0.9931 | |||
| Semi Deviation | 0.2631 | |||
| Downside Deviation | 0.8641 | |||
| Coefficient Of Variation | 554.27 | |||
| Standard Deviation | 2.01 | |||
| Variance | 4.04 | |||
| Information Ratio | 0.154 | |||
| Jensen Alpha | 0.2875 | |||
| Total Risk Alpha | 0.2349 | |||
| Sortino Ratio | 0.3582 | |||
| Treynor Ratio | 0.233 | |||
| Maximum Drawdown | 16.26 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 0.7467 | |||
| Semi Variance | 0.0692 | |||
| Expected Short fall | (1.37) | |||
| Skewness | 5.3 | |||
| Kurtosis | 36.22 |
Royce Total Return One Year Return
Based on the recorded statements, Royce Total Return has an One Year Return of 5.1695%. This is 40.24% lower than that of the Royce family and significantly higher than that of the Small Value category. The one year return for all United States funds is notably lower than that of the firm.
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.Royce Total February 3, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Royce stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 7.15 | ||
| Day Typical Price | 7.15 | ||
| Price Action Indicator | (0.02) |
Other Information on Investing in Royce Mutual Fund
Royce Total 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 Total security.
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