Royce Small-cap Financials
| RVVHX Fund | USD 11.49 0.01 0.09% |
Royce |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Royce Small-cap Fund Summary
Royce Small-cap competes with Scharf Fund, Small Cap, Jpmorgan Equity, Artisan Select, and Rbc Global. The fund invests its assets primarily in equity securities of small-cap companies that the advisor believes are trading below its estimate of their current worth. It invests at least 80 percent of its net assets in equity securities of small-cap companies, under normal circumstances.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Royce Fund |
| Mutual Fund Family | Royce Investment Partners |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 221 4268 |
| Currency | USD - US Dollar |
Royce Small-cap Key Financial Ratios
Royce Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Royce Small-cap's current stock value. Our valuation model uses many indicators to compare Royce Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Royce Small-cap competition to find correlations between indicators driving Royce Small-cap's intrinsic value. More Info.Royce Small Cap Value 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 Small Cap Value is roughly 8.86 . 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 Small-cap's earnings, one of the primary drivers of an investment's value.Royce Small Cap Systematic Risk
Royce Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Royce Small-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Royce Small Cap correlated with the market. If Beta is less than 0 Royce Small-cap generally moves in the opposite direction as compared to the market. If Royce Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Royce Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Royce Small-cap is generally in the same direction as the market. If Beta > 1 Royce Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Royce Small-cap December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Royce Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Royce Small Cap Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Royce Small Cap Value based on widely used predictive technical indicators. In general, we focus on analyzing Royce Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Royce Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.02 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 7.76 | |||
| Value At Risk | (1.47) | |||
| Potential Upside | 2.25 |
Other Information on Investing in Royce Mutual Fund
Royce Small-cap 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 Small-cap security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Commodity Directory Find actively traded commodities issued by global exchanges |