| Royce Capital Small-Cap Inv |
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| Release date as of 2024-10-31. Data on page is subject to change. |
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Morningstar
Return
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Morningstar
Risk
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Morningstar
Rating
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Number of
Funds
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| 3-Year |
Above Avg |
Average |
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448 |
| 5-Year |
Below Avg |
Average |
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422 |
| 10-Year |
Below Avg |
Average |
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328 |
| Overall |
Below Avg |
Average |
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448 |
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Morningstar Category: Small Value | Number of Funds in Category:
448 |
| Data through 2024-10-31 |
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| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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| Standard Deviation |
22.19 |
| Mean |
7.20 |
| Sharpe Ratio |
0.24 |
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Trailing 3-Yr as of 2024-10-31 |
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| Modern Portfolio Theory Statistics |
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Best Fit Index
Russell 2000 Value TR USD |
| R-Squared |
92 |
| Beta |
0.94 |
| Alpha |
4.93 |
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Trailing 3-Yr as of 2024-10-31 |
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| Foreign Securities, Loss of Money, Not FDIC Insured, Equity Securities, Industry and Sector Investing, Other, Management, Small Cap |
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| Show Risk Definitions |
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| Small Cap Funds: Smaller companies typically have higher risk of failure, and are not as well established as larger blue-chip companies. Historically, the smaller company stocks have experienced a greater degree of market volatility than the overall market average. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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