Chuck Royce Performance

Royce Investment Partners Portfolio

$10.8B Total portoflio value
Portfolio 755 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Chuck Royce returned 144.5% compared to 246.0% for the S&P 500 — underperformed the S&P 500 by 101.5%.

1-Year Return

25.3%
S&P 500: 12.2%

3-Year Return

51.2%
S&P 500: 68.2%

5-Year Return

29.2%
S&P 500: 61.4%

10-Year Return

144.5%
S&P 500: 246.0%

Portfolio Value

Buy/Sell Distribution

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