Chuck Royce Performance

Royce Investment Partners Portfolio

$11.9B Total portoflio value
Portfolio 755 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Chuck Royce returned 174.4% compared to 254.2% for the S&P 500 — underperformed the S&P 500 by 79.8%.

1-Year Return

37.8%
S&P 500: 22.2%

3-Year Return

49.6%
S&P 500: 72.8%

5-Year Return

48.8%
S&P 500: 75.7%

10-Year Return

174.4%
S&P 500: 254.2%

Portfolio Value

Buy/Sell Distribution

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