SHSAX vs. RVT

In the year-to-date period, SHSAX achieves a -3.19% return, which is significantly higher than RVT's -6.74% return. Over the past 10 years, SHSAX has underperformed RVT with an annualized return of 6.44%, while RVT has yielded a comparatively higher 8.84% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) 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.

The current SHSAX Sharpe Ratio is -0.38, which is lower than the RVT Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of SHSAX and RVT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SHSAX's dividend yield for the trailing twelve months is around 9.49%, more than RVT's 9.01% yield.

The maximum SHSAX drawdown since its inception was -31.69%, smaller than the maximum RVT drawdown of -72.33%. Use the drawdown chart below to compare losses from any high point for SHSAX and RVT. For additional features, visit the drawdowns tool.

BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Royce Value Trust Inc. (RVT) have volatilities of 6.52% and 6.59%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.