RVT vs. AAPL
RVT (Royce Value Trust Inc.) and AAPL (Apple Inc) are both stocks. RVT operates in Asset Management (Financial Services), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, RVT returned 13.17%/yr vs 29.36%/yr for AAPL. At a 0.31 correlation, their price movements are largely independent.
Performance
RVT vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, RVT achieves a 15.52% return, which is significantly higher than AAPL's 7.29% return. Over the past 10 years, RVT has underperformed AAPL with an annualized return of 13.17%, while AAPL has yielded a comparatively higher 29.36% annualized return.
RVT
- 1D
- 2.22%
- 1M
- 1.41%
- YTD
- 15.52%
- 6M
- 15.09%
- 1Y
- 33.77%
- 3Y*
- 19.04%
- 5Y*
- 7.50%
- 10Y*
- 13.17%
AAPL
- 1D
- -1.52%
- 1M
- -3.03%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 48.78%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
RVT vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between RVT and AAPL is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.31 |
The correlation between RVT and AAPL shifts across timeframes, from 0.31 (all time) to 0.47 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
RVT:
$2.16B
AAPL:
$4.30T
RVT:
$4.02
AAPL:
$8.24
RVT:
4.47
AAPL:
35.35
RVT:
12.65
AAPL:
9.60
RVT:
1.00
AAPL:
40.37
RVT:
$170.31M
AAPL:
$451.44B
RVT:
$304.06M
AAPL:
$216.07B
RVT:
$439.27M
AAPL:
$153.63B
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Return for Risk
RVT vs. AAPL — Risk / Return Rank
RVT
AAPL
RVT vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Apple Inc (AAPL). 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.
| RVT | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.38 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 3.40 | -0.83 |
| Martin ratioReturn relative to average drawdown | 9.08 | 8.47 | +0.60 |
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Drawdowns
RVT vs. AAPL - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.34%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for RVT and AAPL.
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Drawdown Indicators
| RVT | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -81.80% | +9.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -13.80% | +1.61% |
Max Drawdown (3Y)Largest decline over 3 years | -23.48% | -33.36% | +9.88% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -33.36% | +0.57% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | -38.52% | -8.66% |
Current DrawdownCurrent decline from peak | -2.59% | -7.64% | +5.05% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -29.59% | +18.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 5.53% | -2.07% |
Volatility
RVT vs. AAPL - Volatility Comparison
Royce Value Trust Inc. (RVT) and Apple Inc (AAPL) have volatilities of 6.60% and 6.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RVT | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 6.73% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 16.53% | -2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 22.64% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 27.52% | -5.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.99% | 28.92% | -5.93% |
Dividends
RVT vs. AAPL - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 8.02%, more than AAPL's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
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
RVT vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Royce Value Trust Inc. and Apple 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
RVT and AAPL have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (6.73%) compared to RVT (6.60%). In terms of maximum drawdown, RVT dropped -72.34% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.07 vs 1.71), 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.
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