PortfoliosLab logoPortfoliosLab logo
RMT vs. TRIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RMT vs. TRIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Royce Micro-Cap Trust, Inc. (RMT) and Trinity Capital Inc. (TRIN). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, RMT achieves a 41.35% return, which is significantly higher than TRIN's 30.46% return.


RMT

1D
0.42%
1M
7.44%
YTD
41.35%
6M
38.43%
1Y
75.53%
3Y*
28.49%
5Y*
12.16%
10Y*
16.12%

TRIN

1D
0.30%
1M
9.80%
YTD
30.46%
6M
30.59%
1Y
48.53%
3Y*
28.19%
5Y*
20.45%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RMT vs. TRIN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RMT
Royce Micro-Cap Trust, Inc.
41.35%16.10%13.97%15.81%-16.82%15.49%
TRIN
Trinity Capital Inc.
30.46%16.01%14.83%53.97%-26.60%36.20%

Correlation

The correlation between RMT and TRIN is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (All Time)
Calculated using the full available price history since Jan 29, 2021

0.39

Fundamentals

Market Cap

RMT:

$754.88M

TRIN:

$1.41B

EPS

RMT:

$2.91

TRIN:

$2.07

PE Ratio

RMT:

4.90

TRIN:

8.17

PS Ratio

RMT:

8.03

TRIN:

4.56

PB Ratio

RMT:

1.20

TRIN:

1.21

Total Revenue (TTM)

RMT:

$93.74M

TRIN:

$276.05M

Gross Profit (TTM)

RMT:

$50.39M

TRIN:

$219.75M

EBITDA (TTM)

RMT:

$178.99M

TRIN:

$195.35M

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

RMT vs. TRIN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RMT
RMT Risk / Return Rank: 9696
Overall Rank
RMT Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RMT Sortino Ratio Rank: 9797
Sortino Ratio Rank
RMT Omega Ratio Rank: 9696
Omega Ratio Rank
RMT Calmar Ratio Rank: 9595
Calmar Ratio Rank
RMT Martin Ratio Rank: 9797
Martin Ratio Rank

TRIN
TRIN Risk / Return Rank: 8888
Overall Rank
TRIN Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
TRIN Sortino Ratio Rank: 9090
Sortino Ratio Rank
TRIN Omega Ratio Rank: 8989
Omega Ratio Rank
TRIN Calmar Ratio Rank: 8585
Calmar Ratio Rank
TRIN Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RMT vs. TRIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Royce Micro-Cap Trust, Inc. (RMT) and Trinity Capital Inc. (TRIN). 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.


RMTTRINDifference
Sharpe ratioReturn per unit of total volatility

+1.39

Sortino ratioReturn per unit of downside risk

+1.42

Omega ratioGain probability vs. loss probability

1.58

1.39

+0.19

Calmar ratioReturn relative to maximum drawdown

6.68

3.25

+3.43

Martin ratioReturn relative to average drawdown

23.85

8.19

+15.67

RMT vs. TRIN - Sharpe Ratio Comparison

The current RMT Sharpe Ratio is 3.70, which is higher than the TRIN Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of RMT and TRIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

RMT vs. TRIN - Drawdown Comparison

The maximum RMT drawdown since its inception was -73.94%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for RMT and TRIN.


Loading charts...

Drawdown Indicators


RMTTRINDifference

Max Drawdown

Largest peak-to-trough decline

-73.94%

-43.12%

-30.82%

Max Drawdown (1Y)

Largest decline over 1 year

-11.36%

-14.99%

+3.63%

Max Drawdown (3Y)

Largest decline over 3 years

-26.41%

-15.58%

-10.83%

Max Drawdown (5Y)

Largest decline over 5 years

-30.73%

-43.12%

+12.39%

Max Drawdown (10Y)

Largest decline over 10 years

-50.40%

Current Drawdown

Current decline from peak

0.00%

-0.12%

+0.12%

Average Drawdown

Average peak-to-trough decline

-14.09%

-8.87%

-5.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

5.95%

-2.77%

Volatility

RMT vs. TRIN - Volatility Comparison

The current volatility for Royce Micro-Cap Trust, Inc. (RMT) is 6.72%, while Trinity Capital Inc. (TRIN) has a volatility of 8.16%. This indicates that RMT experiences smaller price fluctuations and is considered to be less risky than TRIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


RMTTRINDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

8.16%

-1.44%

Volatility (6M)

Calculated over the trailing 6-month period

15.26%

16.50%

-1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

20.56%

21.12%

-0.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.77%

26.76%

-4.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.40%

27.03%

-4.63%

Dividends

RMT vs. TRIN - Dividend Comparison

RMT's dividend yield for the trailing twelve months is around 5.74%, less than TRIN's 20.94% yield.


PositionTTM20252024202320222021202020192018201720162015
RMT
Royce Micro-Cap Trust, Inc.
5.74%7.57%7.59%8.01%10.94%7.27%6.03%7.96%10.11%7.31%7.84%17.36%
TRIN
Trinity Capital Inc.
20.94%13.92%14.10%14.04%21.32%7.17%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

RMT vs. TRIN - Financials Comparison

This section allows you to compare key financial metrics between Royce Micro-Cap Trust, Inc. and Trinity Capital 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00M40.00M60.00M80.00M202120222023202420252026
23.02M
83.32M
(RMT) Total Revenue
(TRIN) Total Revenue
Values in USD except per share items

Frequently Asked Questions


RMT and TRIN have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TRIN has higher volatility (8.16%) compared to RMT (6.72%). In terms of maximum drawdown, RMT dropped -73.94% vs TRIN's -43.12%.

RMT currently has the higher Sharpe Ratio (3.70 vs 2.31), 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.

Portfolio Optimizer

Find the right allocation for RMT and TRIN

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