Chuck Royce Performance

Royce Investment Partners Portfolio

$11.3B Total portoflio value
Portfolio 725 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Chuck Royce returned 171.3% compared to 258.9% for the S&P 500 — underperformed the S&P 500 by 87.6%.

1-Year Return

27.1%
S&P 500: 15.0%

3-Year Return

64.8%
S&P 500: 82.6%

5-Year Return

47.9%
S&P 500: 77.3%

10-Year Return

171.3%
S&P 500: 258.9%

Portfolio Value

Buy/Sell Distribution

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