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Royce Heritage Svc (RGFAX)

On Jan 5: 12.32   0.00 (0.00%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 22.62% Worst 1 Yr Total Return (2008): -36.22% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RGFAX Category Alpha (against Standard Index) 7.10 -0.48 Beta (against Standard Index) 1.29 1.16 Mean Annual Return -2.34 -0.45 R-squared (against Standard Index) 88 86.39 Standard Deviation 27.22 24.75 Sharpe Ratio -0.03 N/A Treynor Ratio -3.57 N/A 5 Years Statistic RGFAX Category Alpha (against Standard Index) 5.63 0.00 Beta (against Standard Index) 1.31 1.17 Mean Annual Return 4.88 0.16 R-squared (against Standard Index) 85 83.41 Standard Deviation 22.69 20.64 Sharpe Ratio 0.20 N/A Treynor Ratio 1.45 N/A 10 Years Statistic RGFAX Category Alpha (against Standard Index) 10.91 7.16 Beta (against Standard Index) 1.14 1.00 Mean Annual Return 9.52 0.66 R-squared (against Standard Index) 76 64.42 Standard Deviation 21.14 20.26 Sharpe Ratio 0.40 N/A Treynor Ratio 5.80 N/A
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