Royce Value Closed Stock Performance
| RVT Stock | USD 14.49 0.08 0.55% |
The company holds a Beta of 0.71, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Royce Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Royce Value is expected to be smaller as well. At this point, Royce Value Closed has a negative expected return of -0.0791%. Please make sure to check Royce Value's skewness and day typical price , to decide if Royce Value Closed performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Royce Value Closed has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Royce Value is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| Royce Value dividend paid on 23rd of December 2024 | 12/23/2024 |
| Begin Period Cash Flow | 95.4 K |
Royce |
Royce Value Relative Risk vs. Return Landscape
If you would invest 1,524 in Royce Value Closed on December 22, 2024 and sell it today you would lose (75.00) from holding Royce Value Closed or give up 4.92% of portfolio value over 90 days. Royce Value Closed is generating negative expected returns assuming volatility of 1.0% on return distribution over 90 days investment horizon. In other words, 8% of stocks are less volatile than Royce, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Royce Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Royce Value's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Royce Value Closed, and traders can use it to determine the average amount a Royce Value's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0791
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| Negative Returns | RVT |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Royce Value is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Royce Value by adding Royce Value to a well-diversified portfolio.
Royce Value Fundamentals Growth
Royce Stock prices reflect investors' perceptions of the future prospects and financial health of Royce Value, and Royce Value fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Royce Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 3.0E-4 | ||||
| Profit Margin | 9.31 % | ||||
| Operating Margin | 0.03 % | ||||
| Current Valuation | 1.75 B | ||||
| Shares Outstanding | 117.62 M | ||||
| Price To Earning | 4.66 X | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 72.62 X | ||||
| Revenue | 9.8 M | ||||
| EBITDA | 331.88 M | ||||
| Cash And Equivalents | 281.17 K | ||||
| Total Debt | 37.84 M | ||||
| Debt To Equity | 0.04 % | ||||
| Book Value Per Share | 16.99 X | ||||
| Cash Flow From Operations | 19.6 M | ||||
| Earnings Per Share | 1.35 X | ||||
| Total Asset | 2.04 B | ||||
| Retained Earnings | 527.47 M | ||||
About Royce Value Performance
Assessing Royce Value's fundamental ratios provides investors with valuable insights into Royce Value's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Royce Value is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce Associates, LLC. Royce Value Trust Inc. was formed on July 1, 1986 and is domiciled in the United States. Royce Value operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Royce Value Closed performance evaluation
Checking the ongoing alerts about Royce Value for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Royce Value Closed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Royce Value Closed generated a negative expected return over the last 90 days | |
| Royce Value Closed has 37.84 M in debt with debt to equity (D/E) ratio of 0.04, which may show that the company is not taking advantage of profits from borrowing. Royce Value Closed has a current ratio of 0.87, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Royce to invest in growth at high rates of return. |
- Analyzing Royce Value's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Royce Value's stock is overvalued or undervalued compared to its peers.
- Examining Royce Value's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Royce Value's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Royce Value's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Royce Value's stock. These opinions can provide insight into Royce Value's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Royce Stock Analysis
When running Royce Value's price analysis, check to measure Royce Value's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Royce Value is operating at the current time. Most of Royce Value's value examination focuses on studying past and present price action to predict the probability of Royce Value's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Royce Value's price. Additionally, you may evaluate how the addition of Royce Value to your portfolios can decrease your overall portfolio volatility.