RVT vs. ARCC
RVT (Royce Value Trust Inc.) and ARCC (Ares Capital Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, RVT returned 12.61%/yr vs 12.32%/yr for ARCC. Their 0.52 correlation means they have sometimes moved together and sometimes differently.
Performance
RVT vs. ARCC - Performance Comparison
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Returns By Period
In the year-to-date period, RVT achieves a 18.61% return, which is significantly higher than ARCC's -0.17% return. Both investments have delivered pretty close results over the past 10 years, with RVT having a 12.61% annualized return and ARCC not far behind at 12.32%.
RVT
- 1D
- 1.88%
- 1M
- -0.22%
- 6M
- 9.24%
- YTD
- 18.61%
- 1Y
- 34.41%
- 3Y*
- 19.03%
- 5Y*
- 9.29%
- 10Y*
- 12.61%
- ALL TIME*
- 9.64%
ARCC
- 1D
- 2.19%
- 1M
- 2.35%
- 6M
- 3.47%
- YTD
- -0.17%
- 1Y
- -5.64%
- 3Y*
- 9.14%
- 5Y*
- 9.13%
- 10Y*
- 12.32%
- ALL TIME*
- 12.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $82.65M | $85.21M | $94.25M | |
| $4.50M | $6.70M | $5.92M |
RVT vs. ARCC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 18.61% | 11.54% | 17.93% | 18.79% | -26.25% | 32.66% | 18.16% | 35.41% | -20.70% | 30.63% |
ARCC Ares Capital Corporation | -0.17% | 1.07% | 19.78% | 20.03% | -3.84% | 36.14% | 0.86% | 31.30% | 8.81% | 4.50% |
Correlation
The correlation between RVT and ARCC is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.50 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2004 | 0.52 |
The correlation between RVT and ARCC shifts across timeframes, from 0.35 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RVT:
$2.20B
ARCC:
$13.76B
RVT:
$4.00
ARCC:
$1.35
RVT:
4.61
ARCC:
14.20
RVT:
13.03
ARCC:
6.41
RVT:
1.03
ARCC:
0.99
RVT:
$170.31M
ARCC:
$2.13B
RVT:
$304.06M
ARCC:
$1.36B
RVT:
$439.27M
ARCC:
$1.26B
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Return for Risk
RVT vs. ARCC — Risk / Return Rank
RVT
ARCC
RVT vs. ARCC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Ares Capital Corporation (ARCC). 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 | ARCC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.20 | ||
| Sortino ratioReturn per unit of downside risk | +2.96 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.97 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.84 | -0.33 | +3.16 |
| Martin ratioReturn relative to average drawdown | 9.84 | -0.59 | +10.44 |
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Drawdowns
RVT vs. ARCC - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.34%, smaller than the maximum ARCC drawdown of -79.36%. Use the drawdown chart below to compare losses from any high point for RVT and ARCC.
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Drawdown Indicators
| RVT | ARCC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -79.36% | +7.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -17.35% | +5.16% |
Max Drawdown (3Y)Largest decline over 3 years | -23.48% | -19.35% | -4.13% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -21.76% | -11.03% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | -56.77% | +9.59% |
Current DrawdownCurrent decline from peak | -0.43% | -9.13% | +8.70% |
Average DrawdownAverage peak-to-trough decline | -11.26% | -9.12% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 9.52% | -6.02% |
Volatility
RVT vs. ARCC - Volatility Comparison
The current volatility for Royce Value Trust Inc. (RVT) is 4.24%, while Ares Capital Corporation (ARCC) has a volatility of 4.82%. This indicates that RVT experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RVT | ARCC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.82% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.02% | 14.88% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 19.00% | -0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 20.00% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.96% | 25.59% | -2.63% |
Dividends
RVT vs. ARCC - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 7.81%, less than ARCC's 10.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCC Ares Capital Corporation | 10.02% | 9.49% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% |
RVT Royce Value Trust Inc. | 7.81% | 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. ARCC - Financials Comparison
This section allows you to compare key financial metrics between Royce Value Trust Inc. and Ares Capital Corporation. 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 ARCC have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARCC has higher volatility (4.82%) compared to RVT (4.24%). In terms of maximum drawdown, RVT dropped -72.34% vs ARCC's -79.36%.
RVT currently has the higher Sharpe Ratio (1.90 vs -0.30), 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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