SBAC vs. RVT
SBAC (SBA Communications Corporation) and RVT (Royce Value Trust Inc.) are both stocks. SBAC operates in REIT - Specialty (Real Estate), while RVT operates in Asset Management (Financial Services). Over the past 10 years, SBAC returned 8.40%/yr vs 13.17%/yr for RVT. At a 0.33 correlation, their price movements are largely independent.
Performance
SBAC vs. RVT - Performance Comparison
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Returns By Period
In the year-to-date period, SBAC achieves a 7.24% return, which is significantly lower than RVT's 15.52% return. Over the past 10 years, SBAC has underperformed RVT with an annualized return of 8.40%, while RVT has yielded a comparatively higher 13.17% annualized return.
SBAC
- 1D
- 0.56%
- 1M
- 3.21%
- YTD
- 7.24%
- 6M
- 8.23%
- 1Y
- -7.99%
- 3Y*
- -1.81%
- 5Y*
- -6.94%
- 10Y*
- 8.40%
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%
SBAC vs. RVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBAC SBA Communications Corporation | 7.24% | -3.13% | -18.18% | -8.15% | -27.30% | 38.95% | 17.81% | 49.30% | -0.90% | 58.20% |
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% |
Correlation
The correlation between SBAC and RVT is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jun 16, 1999 | 0.33 |
Over the past year, the correlation between SBAC and RVT has dropped to 0.01 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
Fundamentals
SBAC:
$21.73B
RVT:
$2.16B
SBAC:
$9.50
RVT:
$4.02
SBAC:
21.55
RVT:
4.47
SBAC:
7.68
RVT:
12.65
SBAC:
$2.85B
RVT:
$170.31M
SBAC:
$1.28B
RVT:
$304.06M
SBAC:
$1.74B
RVT:
$439.27M
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Return for Risk
SBAC vs. RVT — Risk / Return Rank
SBAC
RVT
SBAC vs. RVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SBA Communications Corporation (SBAC) and Royce Value Trust Inc. (RVT). 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.
| SBAC | RVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.59 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.29 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 2.58 | -2.85 |
| Martin ratioReturn relative to average drawdown | -0.51 | 9.08 | -9.59 |
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Drawdowns
SBAC vs. RVT - Drawdown Comparison
The maximum SBAC drawdown since its inception was -99.65%, which is greater than RVT's maximum drawdown of -72.34%. Use the drawdown chart below to compare losses from any high point for SBAC and RVT.
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Drawdown Indicators
| SBAC | RVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.65% | -72.34% | -27.31% |
Max Drawdown (1Y)Largest decline over 1 year | -29.80% | -12.19% | -17.61% |
Max Drawdown (3Y)Largest decline over 3 years | -32.21% | -23.48% | -8.73% |
Max Drawdown (5Y)Largest decline over 5 years | -54.50% | -32.79% | -21.71% |
Max Drawdown (10Y)Largest decline over 10 years | -54.50% | -47.18% | -7.32% |
Current DrawdownCurrent decline from peak | -43.24% | -2.59% | -40.65% |
Average DrawdownAverage peak-to-trough decline | -35.39% | -11.29% | -24.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.94% | 3.46% | +12.48% |
Volatility
SBAC vs. RVT - Volatility Comparison
SBA Communications Corporation (SBAC) has a higher volatility of 10.25% compared to Royce Value Trust Inc. (RVT) at 6.60%. This indicates that SBAC's price experiences larger fluctuations and is considered to be riskier than RVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBAC | RVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.25% | 6.60% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 27.71% | 13.90% | +13.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.49% | 18.35% | +14.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.34% | 22.50% | +6.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.12% | 22.99% | +5.13% |
Dividends
SBAC vs. RVT - Dividend Comparison
SBAC's dividend yield for the trailing twelve months is around 2.30%, less than RVT's 8.02% 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% |
SBAC SBA Communications Corporation | 2.30% | 2.30% | 1.92% | 1.34% | 1.01% | 0.60% | 0.66% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SBAC vs. RVT - Financials Comparison
This section allows you to compare key financial metrics between SBA Communications Corporation and Royce Value Trust 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
SBAC and RVT have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBAC has higher volatility (10.25%) compared to RVT (6.60%). In terms of maximum drawdown, SBAC dropped -99.65% vs RVT's -72.34%.
RVT currently has the higher Sharpe Ratio (1.71 vs -0.25), 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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