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Wednesday, December 16, 2009, 9:57PM ET - U.S. Markets Closed. Dow  0.10% Nasdaq  0.27%

Royce Heritage Invmt (RHFHX)

On Dec 16: 11.91   0.10 (0.85%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Number of Years Up: 0 Number of Years Down: 1 Best 1 Yr Total Return (2008): -36.07% Worst 1 Yr Total Return (2008): -36.07% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RHFHX Category Alpha (against Standard Index) 7.27 -0.48 Beta (against Standard Index) 1.29 1.16 Mean Annual Return -2.17 -0.45 R-squared (against Standard Index) 88 86.39 Standard Deviation 27.23 24.75 Sharpe Ratio -0.03 N/A Treynor Ratio -3.44 N/A 5 Years Statistic RHFHX Category Alpha (against Standard Index) 5.73 0.00 Beta (against Standard Index) 1.31 1.17 Mean Annual Return 4.99 0.16 R-squared (against Standard Index) 85 83.41 Standard Deviation 22.69 20.64 Sharpe Ratio 0.20 N/A Treynor Ratio 1.53 N/A 10 Years Statistic RHFHX Category Alpha (against Standard Index) 10.97 7.16 Beta (against Standard Index) 1.14 1.00 Mean Annual Return 9.58 0.66 R-squared (against Standard Index) 76 64.42 Standard Deviation 21.14 20.26 Sharpe Ratio 0.40 N/A Treynor Ratio 5.85 N/A
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