KOKU vs. RVT

In the year-to-date period, KOKU achieves a 5.71% return, which is significantly higher than RVT's -3.96% return.

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This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Kokusai Equity ETF (KOKU) and Royce Value Trust Inc. (RVT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current KOKU Sharpe Ratio is 0.82, which is higher than the RVT Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of KOKU and RVT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KOKU's dividend yield for the trailing twelve months is around 1.57%, less than RVT's 8.75% yield.

The maximum KOKU drawdown since its inception was -25.77%, smaller than the maximum RVT drawdown of -72.33%. Use the drawdown chart below to compare losses from any high point for KOKU and RVT.

The current volatility for Xtrackers MSCI Kokusai Equity ETF (KOKU) is 3.85%, while Royce Value Trust Inc. (RVT) has a volatility of 5.87%. This indicates that KOKU experiences smaller price fluctuations and is considered to be less risky than RVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.