Chuck Royce Performance

Royce Investment Partners Portfolio

$11B Total portoflio value
Portfolio 725 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Chuck Royce returned 167.6% compared to 255.1% for the S&P 500 — underperformed the S&P 500 by 87.5%.

1-Year Return

21.4%
S&P 500: 12.2%

3-Year Return

64.9%
S&P 500: 79.5%

5-Year Return

39.6%
S&P 500: 67.7%

10-Year Return

167.6%
S&P 500: 255.1%

Portfolio Value

Buy/Sell Distribution

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