Chuck Royce

Chuck Royce

Royce & Associates LLC
Last update 2020-08-07 1179 Stocks (120 new)
Value $9.08 Bil Turnover 10 %
Guru Portfolio Report Download

Chuck Royce Profile

President, Co-Chief Investment Officer and Portfolio Manager 745 FIFTH AVENUE NEW YORK NY 10151 212-508-4500

Chuck Royce Investing Philosophy

We invest in smaller companies, primarily those with market capitalizations up to $5 billion, although some of our Funds may invest in companies with market capitalizations up to $10 billion. The value approaches that our portfolio managers use share one significant trait: We are looking for what we believe are terrific stocks trading for less than our estimate of the company's worth as a business - its enterprise value.
EMBED
EMBED

Performance of Premier Fund (RYPRX)

Year Return % S&P500 % Excess Gain %
2019 34.13 30.58 3.6
2018 -10.4 -4.57 -5.8
2017 23.77 21.7 2.1
3-Year Cumulative (2017-2019) 48.75 (14.15/Year) 51.65 (14.89/Year) -2.88 (-0.74/Year)
2016 23 12 11
2015 -9.9 1.24 -11.1
5-Year Cumulative (2015-2019) 64.85 (10.51/Year) 71.96 (11.45/Year) -7.09 (-0.92/Year)
2014 -0.86 13.46 -14.3
2013 27.73 32.31 -4.6
2012 11.45 15.99 -4.5
2011 -0.86 1.9 -2.8
2010 26.46 15.05 11.4
10-Year Cumulative (2010-2019) 191.68 (11.30/Year) 251.03 (13.38/Year) -59.33 (-2.08/Year)
2009 33.25 26.35 6.9
2008 -28.29 -36.79 8.5
2007 12.73 5.15 7.6
2006 8.81 15.84 -7
2005 17.07 4.83 12.2
15-Year Cumulative (2005-2019) 300.22 (9.69/Year) 257.98 (8.87/Year) 42.24 (0.82/Year)
2004 22.82 10.7 12.1
2003 38.74 28.18 10.6
2002 -7.75 -21.58 13.8
2001 9.61 -11.76 21.4
2000 17.12 -9.75 26.9
20-Year Cumulative (2000-2019) 707.65 (11.01/Year) 217.22 (5.94/Year) 490.43 (5.07/Year)
1999 11.49 20.38 -8.9
1998 6.74 28.69 -22
1997 18.41 33.49 -15.1
1996 18.13 22.5 -4.4
1995 17.81 38.06 -20.3
25-Year Cumulative (1995-2019) 1483.86 (11.68/Year) 1009.46 (10.10/Year) 474.40 (1.58/Year)
1994 3.28 0.38 2.9
1993 19.02 10.08 8.9
1992 15.8 7.62 8.2

Commentaries and Stories

  • 1

Top Ranked Articles

  • 1