Royce Pennsylvania Mutual Fund Manager Performance Evaluation
The fund holds a Beta of 0.64, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Royce Pennsylvania's returns are expected to increase less than the market. However, during the bear market, the loss of holding Royce Pennsylvania is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Royce Pennsylvania Mutual has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's technical and fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.3100 |
Royce |
Royce Pennsylvania Relative Risk vs. Return Landscape
If you would invest 1,050 in Royce Pennsylvania Mutual on December 2, 2024 and sell it today you would lose (182.00) from holding Royce Pennsylvania Mutual or give up 17.33% of portfolio value over 90 days. Royce Pennsylvania Mutual is currently producing negative expected returns and takes up 1.4135% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Royce, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Royce Pennsylvania Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Royce Pennsylvania's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Royce Pennsylvania Mutual, and traders can use it to determine the average amount a Royce Pennsylvania'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 = -0.2133
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RYPFX |
Estimated Market Risk
| 1.41 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.21 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Royce Pennsylvania 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 Pennsylvania by adding Royce Pennsylvania to a well-diversified portfolio.
Royce Pennsylvania Fundamentals Growth
Royce Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Royce Pennsylvania, and Royce Pennsylvania 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 Mutual Fund performance.
| Price To Earning | 19.98 X | ||||
| Price To Book | 2.23 X | ||||
| Price To Sales | 1.23 X | ||||
| Total Asset | 68.98 M | ||||
Things to note about Royce Pennsylvania Mutual performance evaluation
Checking the ongoing alerts about Royce Pennsylvania for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Royce Pennsylvania Mutual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Royce Pennsylvania is not yet fully synchronised with the market data | |
| Royce Pennsylvania generated a negative expected return over the last 90 days | |
| Royce Pennsylvania has some characteristics of a very speculative penny stock | |
| The fund maintains 96.24% of its assets in stocks |
- Analyzing Royce Pennsylvania'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 Pennsylvania's stock is overvalued or undervalued compared to its peers.
- Examining Royce Pennsylvania'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 Pennsylvania's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Royce Pennsylvania's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Royce Pennsylvania's mutual fund. These opinions can provide insight into Royce Pennsylvania's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Tools for Royce Mutual Fund
When running Royce Pennsylvania's price analysis, check to measure Royce Pennsylvania'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 Pennsylvania is operating at the current time. Most of Royce Pennsylvania's value examination focuses on studying past and present price action to predict the probability of Royce Pennsylvania'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 Pennsylvania's price. Additionally, you may evaluate how the addition of Royce Pennsylvania to your portfolios can decrease your overall portfolio volatility.
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