RVT vs. SHEL
RVT (Royce Value Trust Inc.) and SHEL (Shell plc) are both stocks. RVT operates in Asset Management (Financial Services), while SHEL operates in Oil & Gas Integrated (Energy). Over the past 10 years, RVT returned 13.17%/yr vs 10.35%/yr for SHEL. At a 0.45 correlation, their price movements are largely independent.
Performance
RVT vs. SHEL - Performance Comparison
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Returns By Period
In the year-to-date period, RVT achieves a 15.52% return, which is significantly lower than SHEL's 18.73% return. Over the past 10 years, RVT has outperformed SHEL with an annualized return of 13.17%, while SHEL has yielded a comparatively lower 10.35% 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%
SHEL
- 1D
- -0.22%
- 1M
- 1.26%
- YTD
- 18.73%
- 6M
- 20.62%
- 1Y
- 22.62%
- 3Y*
- 18.27%
- 5Y*
- 22.23%
- 10Y*
- 10.35%
RVT vs. SHEL - 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% |
SHEL Shell plc | 18.73% | 22.16% | -0.87% | 20.19% | 36.18% | 34.27% | -41.08% | 6.38% | -7.23% | 21.67% |
Correlation
The correlation between RVT and SHEL is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jul 21, 2005 | 0.45 |
Over the past year, the correlation between RVT and SHEL has dropped to 0.03 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
Fundamentals
RVT:
$2.16B
SHEL:
$244.29B
RVT:
$4.02
SHEL:
$6.39
RVT:
4.47
SHEL:
13.40
RVT:
12.65
SHEL:
0.94
RVT:
1.00
SHEL:
1.41
RVT:
$170.31M
SHEL:
$266.82B
RVT:
$304.06M
SHEL:
$41.65B
RVT:
$439.27M
SHEL:
$57.44B
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Return for Risk
RVT vs. SHEL — Risk / Return Rank
RVT
SHEL
RVT vs. SHEL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Shell plc (SHEL). 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 | SHEL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 2.28 | +0.30 |
| Martin ratioReturn relative to average drawdown | 9.08 | 6.17 | +2.91 |
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Drawdowns
RVT vs. SHEL - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.34%, roughly equal to the maximum SHEL drawdown of -71.57%. Use the drawdown chart below to compare losses from any high point for RVT and SHEL.
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Drawdown Indicators
| RVT | SHEL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -71.57% | -0.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -10.81% | -1.38% |
Max Drawdown (3Y)Largest decline over 3 years | -23.48% | -18.47% | -5.01% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -25.04% | -7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | -71.57% | +24.39% |
Current DrawdownCurrent decline from peak | -2.59% | -8.19% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -16.73% | +5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.99% | -0.53% |
Volatility
RVT vs. SHEL - Volatility Comparison
Royce Value Trust Inc. (RVT) has a higher volatility of 6.60% compared to Shell plc (SHEL) at 5.99%. This indicates that RVT's price experiences larger fluctuations and is considered to be riskier than SHEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RVT | SHEL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 5.99% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 17.43% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 20.98% | -2.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 25.21% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.99% | 30.83% | -7.84% |
Dividends
RVT vs. SHEL - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 8.02%, more than SHEL's 3.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SHEL Shell plc | 3.45% | 3.90% | 4.39% | 3.76% | 3.48% | 3.78% | 5.69% | 6.27% | 6.27% | 2.75% | 6.49% | 8.17% |
Financials
RVT vs. SHEL - Financials Comparison
This section allows you to compare key financial metrics between Royce Value Trust Inc. and Shell plc. 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 SHEL have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RVT has higher volatility (6.60%) compared to SHEL (5.99%). In terms of maximum drawdown, RVT dropped -72.34% vs SHEL's -71.57%.
RVT currently has the higher Sharpe Ratio (1.71 vs 1.17), 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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