Chuck Royce

Chuck Royce

Royce Investment Partners
Last update 2021-07-08 1012 Stocks (109 new)
Value $14.88 Bil Turnover 17 %
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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.
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Performance of Premier Fund (RYPRX)

Year Return % S&P500 % Excess Gain %
2020 11.5 16.16 -4.7
2019 34.13 28.79 5.3
2018 -10.4 -6.35 -4
3-Year Cumulative (2018-2020) 34.00 (10.25/Year) 40.10 (11.90/Year) -6.10 (-1.65/Year)
2017 23.77 19.38 4.4
2016 23 9.64 13.4
5-Year Cumulative (2016-2020) 104.00 (15.33/Year) 83.38 (12.89/Year) 20.62 (2.44/Year)
2015 -9.9 -0.81 -9.1
2014 -0.86 11.29 -12.1
2013 27.73 29.69 -2
2012 11.45 13.47 -2
2011 -0.86 -0.2 -0.7
10-Year Cumulative (2011-2020) 157.17 (9.91/Year) 197.30 (11.51/Year) -40.13 (-1.58/Year)
2010 26.46 12.84 13.6
2009 33.25 23.49 9.8
2008 -28.29 -38.28 10
2007 12.73 3.24 9.5
2006 8.81 13.74 -4.9
15-Year Cumulative (2006-2020) 281.18 (9.33/Year) 200.24 (7.60/Year) 80.94 (1.73/Year)
2005 17.07 3.01 14.1
2004 22.82 8.62 14.2
2003 38.74 26.12 12.6
2002 -7.75 -22.81 15.1
2001 9.61 -12.87 22.5
20-Year Cumulative (2001-2020) 668.89 (10.74/Year) 184.95 (5.38/Year) 483.94 (5.36/Year)
2000 17.12 -10.68 27.8
1999 11.49 19.11 -7.6
1998 6.74 27.05 -20.3
1997 18.41 31.45 -13
1996 18.13 20.1 -2
25-Year Cumulative (1996-2020) 1399.03 (11.44/Year) 508.06 (7.49/Year) 890.97 (3.95/Year)
1995 17.81 34.94 -17.1
1994 3.28 -2.21 5.5
1993 19.02 6.03 13
1992 15.8 4.46 11.3