Royce Quant Financial Statements From 2010 to 2025
| SQLV Etf | USD 40.30 0.14 0.35% |
Check Royce Quant financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Royce Quant's main balance sheet or income statement drivers, such as , as well as many indicators such as . Royce financial statements analysis is a perfect complement when working with Royce Quant Valuation or Volatility modules.
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Royce Quant Small Cap ETF Beta Analysis
Royce Quant's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Royce Quant Beta | 1.08 |
Most of Royce Quant's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Royce Quant Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Royce Quant Small Cap has a Beta of 1.08. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Small Value category. The beta for all United States etfs is notably lower than that of the firm.
About Royce Quant Financial Statements
Royce Quant investors use historical fundamental indicators, such as Royce Quant's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Royce Quant. Please read more on our technical analysis and fundamental analysis pages.
The fund primarily invests in equity securities of small-capitalization companies that are traded in the United States and meet certain criteria using a proprietary methodology created by the funds subadviser. Legg Small-Cap is traded on NASDAQ Exchange in the United States.
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Check out the analysis of Royce Quant Correlation against competitors. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
The market value of Royce Quant Small is measured differently than its book value, which is the value of Royce that is recorded on the company's balance sheet. Investors also form their own opinion of Royce Quant's value that differs from its market value or its book value, called intrinsic value, which is Royce Quant's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Royce Quant's market value can be influenced by many factors that don't directly affect Royce Quant's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Royce Quant's value and its price as these two are different measures arrived at by different means. Investors typically determine if Royce Quant is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Royce Quant's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.