Finance Home - My Yahoo - Yahoo! - Help

Monday, November 30, 2009, 11:02AM ET - U.S. Markets close in 4 hours and 58 minutes. Dow  0.02% Nasdaq  0.32%

Royce Special Equity Invmt (RYSEX)

On Nov 27: 16.67   0.31 (1.83%)

MORE ON RYSEX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 14.00% Worst 1 Yr Total Return (2008): -19.62% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic RYSEX Category Alpha (against Standard Index) 6.42 1.78 Beta (against Standard Index) 0.80 1.18 Mean Annual Return 1.06 -0.41 R-squared (against Standard Index) 77 85.71 Standard Deviation 17.89 24.90 Sharpe Ratio 0.01 N/A Treynor Ratio -1.69 N/A 5 Years Statistic RYSEX Category Alpha (against Standard Index) 3.51 1.92 Beta (against Standard Index) 0.83 1.20 Mean Annual Return 4.23 0.27 R-squared (against Standard Index) 71 82.80 Standard Deviation 15.69 21.07 Sharpe Ratio 0.15 N/A Treynor Ratio 1.45 N/A 10 Years Statistic RYSEX Category Alpha (against Standard Index) 10.11 9.10 Beta (against Standard Index) 0.60 0.95 Mean Annual Return 11.02 0.80 R-squared (against Standard Index) 47 64.80 Standard Deviation 14.12 19.04 Sharpe Ratio 0.61 N/A Treynor Ratio 13.34 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center