Royce Small-cap Ten Year Return vs. Five Year Return
| RVVHX Fund | USD 9.07 0.08 0.87% |
For Royce Small-cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Royce Small-cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Royce Small Cap Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Royce Small-cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Royce Small Cap Value over time as well as its relative position and ranking within its peers.
Royce |
Royce Small Cap Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Royce Small-cap's current stock value. Our valuation model uses many indicators to compare Royce Small-cap value to that of its competitors to determine the firm's financial worth. Royce Small Cap Value is rated below average in ten year return among similar funds. It is rated third largest fund in five year return among similar funds reporting about 3.95 of Five Year Return per Ten Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Royce Small-cap's earnings, one of the primary drivers of an investment's value.Royce Five Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Royce Small-cap |
| = | 3.54 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Royce Small-cap |
| = | 13.98 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Royce Five Year Return Comparison
Royce Small is currently under evaluation in five year return among similar funds.
Royce Small-cap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Royce Small-cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Royce Small-cap will eventually generate negative long term returns. The profitability progress is the general direction of Royce Small-cap's change in net profit over the period of time. It can combine multiple indicators of Royce Small-cap, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests its assets primarily in equity securities of small-cap companies that the advisor believes are trading below its estimate of their current worth. It invests at least 80 percent of its net assets in equity securities of small-cap companies, under normal circumstances.
Royce Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Royce Small-cap. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Royce Small-cap position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Royce Small-cap's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Royce Small-cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Royce Small-cap position
In addition to having Royce Small-cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Data Storage
Companies making data storages or providing data storage services. The Data Storage theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Data Storage Theme or any other thematic opportunities.
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Other Information on Investing in Royce Mutual Fund
To fully project Royce Small-cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Royce Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Royce Small-cap's income statement, its balance sheet, and the statement of cash flows.
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