Chuck Royce Performance

Royce Investment Partners Portfolio

$12.1B Total portoflio value
Portfolio 725 Options 0 Performance

Performance vs S&P 500

Over the past 10 years, Chuck Royce returned 174.6% compared to 255.5% for the S&P 500 — underperformed the S&P 500 by 81.0%.

1-Year Return

29.9%
S&P 500: 19.7%

3-Year Return

58.5%
S&P 500: 76.9%

5-Year Return

49.0%
S&P 500: 72.4%

10-Year Return

174.6%
S&P 500: 255.5%

Portfolio Value

Buy/Sell Distribution

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