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Friday, December 4, 2009, 11:18PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

Royce Total Return Instl (RTRIX)

On Dec 4: 10.55   0.16 (1.54%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Below average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2004): 17.78% Worst 1 Yr Total Return (2008): -31.09% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RTRIX Category Alpha (against Standard Index) 2.36 1.78 Beta (against Standard Index) 1.03 1.18 Mean Annual Return -5.32 -0.41 R-squared (against Standard Index) 92 85.71 Standard Deviation 21.00 24.90 Sharpe Ratio -0.27 N/A Treynor Ratio -7.48 N/A 5 Years Statistic RTRIX Category Alpha (against Standard Index) 2.19 1.92 Beta (against Standard Index) 1.05 1.20 Mean Annual Return 2.21 0.27 R-squared (against Standard Index) 90 82.80 Standard Deviation 17.58 21.07 Sharpe Ratio 0.04 N/A Treynor Ratio -0.78 N/A 10 Years Statistic RTRIX Category Alpha (against Standard Index) 8.15 9.10 Beta (against Standard Index) 0.79 0.95 Mean Annual Return 8.17 0.80 R-squared (against Standard Index) 69 64.80 Standard Deviation 15.20 19.04 Sharpe Ratio 0.40 N/A Treynor Ratio 6.61 N/A
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