RVT vs. T
RVT (Royce Value Trust Inc.) and T (AT&T Inc.) are both stocks. RVT operates in Asset Management (Financial Services), while T operates in Telecom Services (Communication Services). Over the past 10 years, RVT returned 12.65%/yr vs 2.10%/yr for T. At a 0.28 correlation, their price movements are largely independent.
Performance
RVT vs. T - 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 T's -7.04% return. Over the past 10 years, RVT has outperformed T with an annualized return of 12.65%, while T has yielded a comparatively lower 2.10% annualized return.
RVT
- 1D
- 0.17%
- 1M
- 0.06%
- 6M
- 6.95%
- YTD
- 15.52%
- 1Y
- 28.08%
- 3Y*
- 17.71%
- 5Y*
- 8.71%
- 10Y*
- 12.65%
- ALL TIME*
- 9.57%
T
- 1D
- 0.64%
- 1M
- 2.62%
- 6M
- -2.84%
- YTD
- -7.04%
- 1Y
- -13.37%
- 3Y*
- 20.93%
- 5Y*
- 7.13%
- 10Y*
- 2.10%
- ALL TIME*
- 9.35%
RVT vs. T - 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% |
T AT&T Inc. | -7.04% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 45.55% | -22.25% | -4.01% |
Correlation
The correlation between RVT and T is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.28 |
The correlation between RVT and T shifts across timeframes, from -0.19 (1 year) to 0.28 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
RVT:
$2.15B
T:
$152.52B
RVT:
$4.00
T:
$3.05
RVT:
4.49
T:
7.19
RVT:
12.69
T:
1.25
RVT:
$170.31M
T:
$125.65B
RVT:
$304.06M
T:
$105.41B
RVT:
$439.27M
T:
$54.70B
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Return for Risk
RVT vs. T — Risk / Return Rank
RVT
T
RVT vs. T - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and AT&T Inc. (T). 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 | T | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.12 | ||
| Sortino ratioReturn per unit of downside risk | +2.90 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.92 | +0.35 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | -0.46 | +2.78 |
| Martin ratioReturn relative to average drawdown | 8.05 | -1.03 | +9.08 |
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Drawdowns
RVT vs. T - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.34%, which is greater than T's maximum drawdown of -64.15%. Use the drawdown chart below to compare losses from any high point for RVT and T.
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Drawdown Indicators
| RVT | T | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -64.15% | -8.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -28.89% | +16.70% |
Max Drawdown (3Y)Largest decline over 3 years | -23.48% | -28.89% | +5.41% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -32.01% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | -42.35% | -4.83% |
Current DrawdownCurrent decline from peak | -3.03% | -21.57% | +18.54% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -15.74% | +4.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 12.94% | -9.44% |
Volatility
RVT vs. T - Volatility Comparison
The current volatility for Royce Value Trust Inc. (RVT) is 3.94%, while AT&T Inc. (T) has a volatility of 9.59%. This indicates that RVT experiences smaller price fluctuations and is considered to be less risky than T based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RVT | T | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 9.59% | -5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 14.03% | 19.91% | -5.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 23.72% | -5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 24.38% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.95% | 23.92% | -0.97% |
Dividends
RVT vs. T - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 8.02%, more than T's 6.58% 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% |
T AT&T Inc. | 6.58% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Financials
RVT vs. T - Financials Comparison
This section allows you to compare key financial metrics between Royce Value Trust Inc. and AT&T 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 T have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
T has higher volatility (9.59%) compared to RVT (3.94%). In terms of maximum drawdown, RVT dropped -72.34% vs T's -64.15%.
RVT currently has the higher Sharpe Ratio (1.55 vs -0.57), 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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