RVT vs. TRIN
RVT (Royce Value Trust Inc.) and TRIN (Trinity Capital Inc.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, RVT returned 7.53%/yr vs 20.59%/yr for TRIN. At a 0.38 correlation, their price movements are largely independent.
Performance
RVT vs. TRIN - Performance Comparison
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Returns By Period
In the year-to-date period, RVT achieves a 15.13% return, which is significantly lower than TRIN's 30.54% return.
RVT
- 1D
- -1.00%
- 1M
- -0.53%
- YTD
- 15.13%
- 6M
- 14.56%
- 1Y
- 32.51%
- 3Y*
- 20.28%
- 5Y*
- 7.53%
- 10Y*
- 13.31%
TRIN
- 1D
- 0.06%
- 1M
- 9.86%
- YTD
- 30.54%
- 6M
- 30.19%
- 1Y
- 49.56%
- 3Y*
- 28.21%
- 5Y*
- 20.59%
- 10Y*
- —
RVT vs. TRIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 15.13% | 11.54% | 17.93% | 18.79% | -26.25% | 27.60% |
TRIN Trinity Capital Inc. | 30.54% | 16.01% | 14.83% | 53.97% | -26.60% | 36.20% |
Correlation
The correlation between RVT and TRIN is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2021 | 0.38 |
Fundamentals
RVT:
$2.15B
TRIN:
$1.41B
RVT:
$4.02
TRIN:
$2.07
RVT:
4.46
TRIN:
8.17
RVT:
12.61
TRIN:
4.56
RVT:
1.00
TRIN:
1.21
RVT:
$170.31M
TRIN:
$276.05M
RVT:
$304.06M
TRIN:
$219.75M
RVT:
$439.27M
TRIN:
$195.35M
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Return for Risk
RVT vs. TRIN — Risk / Return Rank
RVT
TRIN
RVT vs. TRIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Trinity Capital Inc. (TRIN). 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 | TRIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.40 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 3.32 | -0.64 |
| Martin ratioReturn relative to average drawdown | 9.38 | 8.36 | +1.02 |
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Drawdowns
RVT vs. TRIN - Drawdown Comparison
The maximum RVT drawdown since its inception was -72.34%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for RVT and TRIN.
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Drawdown Indicators
| RVT | TRIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.34% | -43.12% | -29.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -14.99% | +2.80% |
Max Drawdown (3Y)Largest decline over 3 years | -23.48% | -15.58% | -7.90% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -43.12% | +10.33% |
Max Drawdown (10Y)Largest decline over 10 years | -47.18% | — | — |
Current DrawdownCurrent decline from peak | -2.92% | -0.06% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -8.87% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 5.95% | -2.47% |
Volatility
RVT vs. TRIN - Volatility Comparison
The current volatility for Royce Value Trust Inc. (RVT) is 6.08%, while Trinity Capital Inc. (TRIN) has a volatility of 7.92%. This indicates that RVT experiences smaller price fluctuations and is considered to be less risky than TRIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RVT | TRIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 7.92% | -1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.92% | 16.50% | -2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 21.07% | -2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.49% | 26.75% | -4.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.99% | 27.02% | -4.03% |
Dividends
RVT vs. TRIN - Dividend Comparison
RVT's dividend yield for the trailing twelve months is around 8.05%, less than TRIN's 20.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RVT Royce Value Trust Inc. | 8.05% | 8.82% | 8.04% | 7.35% | 9.95% | 8.52% | 6.44% | 7.45% | 10.68% | 7.17% | 7.62% | 10.54% |
TRIN Trinity Capital Inc. | 20.93% | 13.92% | 14.10% | 14.04% | 21.32% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
RVT vs. TRIN - Financials Comparison
This section allows you to compare key financial metrics between Royce Value Trust Inc. and Trinity Capital 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 TRIN have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRIN has higher volatility (7.92%) compared to RVT (6.08%). In terms of maximum drawdown, RVT dropped -72.34% vs TRIN's -43.12%.
TRIN currently has the higher Sharpe Ratio (2.36 vs 1.79), 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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