Chuck Royce Performance

Royce Investment Partners Portfolio

$11.4B Total portoflio value
Portfolio 725 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Chuck Royce returned 176.3% compared to 260.9% for the S&P 500 — underperformed the S&P 500 by 84.7%.

1-Year Return

26.4%
S&P 500: 16.2%

3-Year Return

56.0%
S&P 500: 71.2%

5-Year Return

45.9%
S&P 500: 71.1%

10-Year Return

176.3%
S&P 500: 260.9%

Portfolio Value

Buy/Sell Distribution

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