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Tuesday, December 1, 2009, 10:33PM ET - U.S. Markets Closed. Dow  1.23% Nasdaq  1.46%

Royce Heritage Consult (RYGCX)

On Dec 1: 9.75   0.17 (1.77%)

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Risk  As of 31-Oct-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): 21.08% Worst 1 Yr Total Return (2008): -36.81% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RYGCX Category Alpha (against Standard Index) 7.57 1.01 Beta (against Standard Index) 1.32 1.19 Mean Annual Return -3.84 -0.48 R-squared (against Standard Index) 89 87.23 Standard Deviation 27.18 24.84 Sharpe Ratio -0.10 N/A Treynor Ratio -4.74 N/A 5 Years Statistic RYGCX Category Alpha (against Standard Index) 5.91 1.42 Beta (against Standard Index) 1.34 1.21 Mean Annual Return 4.55 0.23 R-squared (against Standard Index) 86 84.16 Standard Deviation 22.85 21.07 Sharpe Ratio 0.18 N/A Treynor Ratio 1.14 N/A 10 Years Statistic RYGCX Category Alpha (against Standard Index) 10.70 7.80 Beta (against Standard Index) 1.15 1.01 Mean Annual Return 8.75 0.68 R-squared (against Standard Index) 76 64.84 Standard Deviation 21.20 20.31 Sharpe Ratio 0.37 N/A Treynor Ratio 5.02 N/A
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