RVT vs. CVGRX

The year-to-date returns for both investments are quite close, with RVT having a -6.74% return and CVGRX slightly higher at -6.59%. Over the past 10 years, RVT has underperformed CVGRX with an annualized return of 8.84%, while CVGRX has yielded a comparatively higher 10.76% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Calamos Growth Fund (CVGRX). 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 RVT Sharpe Ratio is 0.24, which is lower than the CVGRX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of RVT and CVGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RVT's dividend yield for the trailing twelve months is around 9.01%, while CVGRX has not paid dividends to shareholders.

The maximum RVT drawdown since its inception was -72.33%, which is greater than CVGRX's maximum drawdown of -61.65%. Use the drawdown chart below to compare losses from any high point for RVT and CVGRX. For additional features, visit the drawdowns tool.

The current volatility for Royce Value Trust Inc. (RVT) is 6.59%, while Calamos Growth Fund (CVGRX) has a volatility of 8.23%. This indicates that RVT experiences smaller price fluctuations and is considered to be less risky than CVGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.