SYY vs. RVT
SYY (Sysco Corporation) and RVT (Royce Value Trust Inc.) are both stocks. SYY operates in Food Distribution (Consumer Defensive), while RVT operates in Asset Management (Financial Services). Over the past 10 years, SYY returned 7.77%/yr vs 13.17%/yr for RVT. At a 0.31 correlation, their price movements are largely independent.
Performance
SYY vs. RVT - Performance Comparison
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Returns By Period
In the year-to-date period, SYY achieves a 9.07% return, which is significantly lower than RVT's 15.52% return. Over the past 10 years, SYY has underperformed RVT with an annualized return of 7.77%, while RVT has yielded a comparatively higher 13.17% annualized return.
SYY
- 1D
- -0.57%
- 1M
- 9.12%
- YTD
- 9.07%
- 6M
- 8.12%
- 1Y
- 9.66%
- 3Y*
- 5.76%
- 5Y*
- 2.50%
- 10Y*
- 7.77%
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%
SYY vs. RVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SYY Sysco Corporation | 9.07% | -0.98% | 7.41% | -1.70% | -0.33% | 8.29% | -10.40% | 39.64% | 5.48% | 12.47% |
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 SYY and RVT is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 1987 | 0.31 |
The correlation between SYY and RVT shifts across timeframes, from 0.25 (1 year) to 0.43 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
SYY:
$38.11B
RVT:
$2.16B
SYY:
$3.61
RVT:
$4.02
SYY:
21.96
RVT:
4.47
SYY:
0.46
RVT:
12.65
SYY:
16.59
RVT:
1.00
SYY:
$83.57B
RVT:
$170.31M
SYY:
$15.49B
RVT:
$304.06M
SYY:
$3.74B
RVT:
$439.27M
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Return for Risk
SYY vs. RVT — Risk / Return Rank
SYY
RVT
SYY vs. RVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sysco Corporation (SYY) 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.
| SYY | RVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.41 | ||
| Sortino ratioReturn per unit of downside risk | -1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.29 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 2.58 | -2.24 |
| Martin ratioReturn relative to average drawdown | 0.82 | 9.08 | -8.25 |
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Drawdowns
SYY vs. RVT - Drawdown Comparison
The maximum SYY drawdown since its inception was -69.98%, roughly equal to the maximum RVT drawdown of -72.34%. Use the drawdown chart below to compare losses from any high point for SYY and RVT.
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Drawdown Indicators
| SYY | RVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.98% | -72.34% | +2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -23.98% | -12.19% | -11.79% |
Max Drawdown (3Y)Largest decline over 3 years | -23.98% | -23.48% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -27.33% | -32.79% | +5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -63.40% | -47.18% | -16.22% |
Current DrawdownCurrent decline from peak | -12.48% | -2.59% | -9.89% |
Average DrawdownAverage peak-to-trough decline | -12.60% | -11.29% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 3.46% | +6.35% |
Volatility
SYY vs. RVT - Volatility Comparison
The current volatility for Sysco Corporation (SYY) is 6.16%, while Royce Value Trust Inc. (RVT) has a volatility of 6.60%. This indicates that SYY experiences smaller price fluctuations and is considered to be less risky 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
| SYY | RVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 6.60% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 24.24% | 13.90% | +10.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.93% | 18.35% | +8.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 22.50% | +1.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.34% | 22.99% | +7.35% |
Dividends
SYY vs. RVT - Dividend Comparison
SYY's dividend yield for the trailing twelve months is around 2.73%, 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% |
SYY Sysco Corporation | 2.73% | 2.85% | 2.64% | 2.71% | 2.51% | 2.34% | 2.42% | 1.82% | 2.30% | 2.17% | 2.24% | 2.20% |
Financials
SYY vs. RVT - Financials Comparison
This section allows you to compare key financial metrics between Sysco 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
SYY and RVT have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RVT has higher volatility (6.60%) compared to SYY (6.16%). In terms of maximum drawdown, SYY dropped -69.98% vs RVT's -72.34%.
RVT currently has the higher Sharpe Ratio (1.71 vs 0.30), 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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