RVT vs. CVGRX

In the year-to-date period, RVT achieves a 15.76% return, which is significantly lower than CVGRX's 28.54% return. Over the past 10 years, RVT has outperformed CVGRX with an annualized return of 9.45%, while CVGRX has yielded a comparatively lower -1.07% annualized return.

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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 1.61, which is comparable to the CVGRX Sharpe Ratio of 1.77. 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 7.03%, while CVGRX has not paid dividends to shareholders.

The maximum RVT drawdown since its inception was -72.31%, roughly equal to the maximum CVGRX drawdown of -69.30%. Use the drawdown chart below to compare losses from any high point for RVT and CVGRX. For additional features, visit the drawdowns tool.

Royce Value Trust Inc. (RVT) has a higher volatility of 7.67% compared to Calamos Growth Fund (CVGRX) at 5.48%. This indicates that RVT's price experiences larger fluctuations and is considered to be riskier than CVGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.