RVT vs. USA

In the year-to-date period, RVT achieves a 17.41% return, which is significantly lower than USA's 20.99% return. Over the past 10 years, RVT has underperformed USA with an annualized return of 9.70%, while USA has yielded a comparatively higher 12.23% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Royce Value Trust Inc. (RVT) and Liberty All-Star Equity Fund (USA). 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 1.03, which is lower than the USA Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of RVT and USA, 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 8.07%, less than USA's 10.20% yield.

The maximum RVT drawdown since its inception was -72.33%, roughly equal to the maximum USA drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for RVT and USA. For additional features, visit the drawdowns tool.

Royce Value Trust Inc. (RVT) has a higher volatility of 6.29% compared to Liberty All-Star Equity Fund (USA) at 4.18%. This indicates that RVT's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Royce Value Trust Inc. and Liberty All-Star Equity Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.