KR vs. RVT
KR (The Kroger Co.) and RVT (Royce Value Trust Inc.) are both stocks. KR operates in Grocery Stores (Consumer Defensive), while RVT operates in Asset Management (Financial Services). Over the past 10 years, KR returned 8.32%/yr vs 13.17%/yr for RVT. At a 0.21 correlation, their price movements are largely independent.
Performance
KR vs. RVT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KR achieves a 4.64% return, which is significantly lower than RVT's 15.52% return. Over the past 10 years, KR has underperformed RVT with an annualized return of 8.32%, while RVT has yielded a comparatively higher 13.17% annualized return.
KR
- 1D
- 0.92%
- 1M
- -1.80%
- YTD
- 4.64%
- 6M
- 3.46%
- 1Y
- 1.54%
- 3Y*
- 13.84%
- 5Y*
- 13.21%
- 10Y*
- 8.32%
RVT
- 1D
- 2.22%
- 1M
- -1.06%
- YTD
- 15.52%
- 6M
- 15.09%
- 1Y
- 31.26%
- 3Y*
- 19.04%
- 5Y*
- 7.50%
- 10Y*
- 13.17%
KR vs. RVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 4.64% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
RVT Royce Value Trust Inc. | 15.52% | 11.54% | 17.93% | 18.79% | -26.25% | 32.66% | 18.16% | 35.41% | -20.70% | 30.63% |
Correlation
The correlation between KR and RVT is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.21 |
The correlation between KR and RVT shifts across timeframes, from -0.23 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KR:
$1.20
RVT:
$4.02
KR:
54.13
RVT:
4.47
KR:
0.29
RVT:
12.65
KR:
$147.23B
RVT:
$170.31M
KR:
$33.42B
RVT:
$304.06M
KR:
$5.29B
RVT:
$439.27M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KR vs. RVT — Risk / Return Rank
KR
RVT
KR vs. RVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Kroger Co. (KR) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KR | RVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.12 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.29 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.08 | 2.58 | -2.50 |
| Martin ratioReturn relative to average drawdown | 0.15 | 9.08 | -8.92 |
Loading charts...
Drawdowns
KR vs. RVT - Drawdown Comparison
The maximum KR drawdown since its inception was -66.81%, smaller than the maximum RVT drawdown of -72.34%. Use the drawdown chart below to compare losses from any high point for KR and RVT.
Loading charts...
Drawdown Indicators
| KR | RVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.81% | -72.34% | +5.53% |
Max Drawdown (1Y)Largest decline over 1 year | -19.44% | -12.19% | -7.25% |
Max Drawdown (3Y)Largest decline over 3 years | -19.44% | -23.48% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -31.07% | -32.79% | +1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -46.25% | -47.18% | +0.93% |
Current DrawdownCurrent decline from peak | -13.95% | -2.59% | -11.36% |
Average DrawdownAverage peak-to-trough decline | -22.44% | -11.29% | -11.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.13% | 3.46% | +6.67% |
Volatility
KR vs. RVT - Volatility Comparison
The Kroger Co. (KR) has a higher volatility of 9.04% compared to Royce Value Trust Inc. (RVT) at 6.60%. This indicates that KR's price experiences larger fluctuations and is considered to be riskier than RVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KR | RVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 6.60% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 20.04% | 13.90% | +6.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.54% | 18.35% | +9.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.85% | 22.50% | +4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.94% | 22.99% | +5.95% |
Dividends
KR vs. RVT - Dividend Comparison
KR's dividend yield for the trailing twelve months is around 2.16%, less than RVT's 8.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KR The Kroger Co. | 2.16% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
RVT Royce Value Trust Inc. | 8.02% | 8.82% | 8.04% | 7.35% | 9.95% | 8.52% | 6.44% | 7.45% | 10.68% | 7.17% | 7.62% | 10.54% |
Financials
KR vs. RVT - Financials Comparison
This section allows you to compare key financial metrics between The Kroger Co. and Royce Value Trust Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
KR and RVT have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KR has higher volatility (9.04%) compared to RVT (6.60%). In terms of maximum drawdown, KR dropped -66.81% vs RVT's -72.34%.
RVT currently has the higher Sharpe Ratio (1.71 vs 0.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for KR and RVT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer