<iframe src="//www.googletagmanager.com/ns.html?id=GTM-K799DP4&l=dataLayer" height="0" width="0" style="display:none;visibility:hidden"></iframe>
Chuck Royce

Chuck Royce

Royce & Associates LLC
Last update 2019-10-10 1153 Stocks (103 new)
Value $11.06 Bil Turnover 6 %
Guru Portfolio Report Download
EMBED
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP
EMBED

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 %
2018 -10.4 -4.57 -5.8
2017 23.77 21.7 2.1
2016 23 12 11
3-Year Cumulative (2016-2018) 36.40 (10.90/Year) 30.07 (9.16/Year) 6.33 (1.74/Year)
2015 -9.9 1.24 -11.1
2014 -0.86 13.46 -14.3
5-Year Cumulative (2014-2018) 21.84 (4.03/Year) 49.41 (8.36/Year) -27.55 (-4.31/Year)
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
2009 33.25 26.35 6.9
10-Year Cumulative (2009-2018) 189.76 (11.23/Year) 239.65 (13.01/Year) -49.89 (-1.76/Year)
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
2004 22.82 10.7 12.1
15-Year Cumulative (2004-2018) 266.48 (9.04/Year) 203.48 (7.68/Year) 63.00 (1.36/Year)
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
1999 11.49 20.38 -8.9
20-Year Cumulative (1999-2018) 571.32 (9.99/Year) 192.44 (5.51/Year) 378.88 (4.48/Year)
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
1994 3.28 0.38 2.9
25-Year Cumulative (1994-2018) 1119.57 (10.52/Year) 752.87 (8.95/Year) 366.70 (1.57/Year)
1993 19.02 10.08 8.9
1992 15.8 7.62 8.2

Commentaries and Stories

  • 1

Top Ranked Articles

  • 1