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Marwyn Value Investors Ltd (MVIR.L) Sortino Ratio

Equity · Currency in GBp · Last updated Jul 21, 2026

Marwyn Value Investors Limited specializes in investments in growth capital, buyout, industry consolidation, and acquisition-led growth strategies in small and mid-cap businesses. The fund also invests in consolidation opportunities in industry sectors that are undergoing structural or regulatory change, and is sector agnostic. It follows the buy-and-build strategy. It invests in companies based in Europe with a focus on the United Kingdom and North America. The fund seeks to invest in companies with enterprise value of EUR150 million ($158.11 million) to EUR1500 million ($1581.1 million). It prefers to take an equity stake.

Sortino ratio is not yet available for MVIR.L. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar stocks

The table compares Marwyn Value Investors Ltd's Sortino Ratio with other stocks in the Investment Banking & Investment Services industry across multiple time periods, showing how MVIR.L's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Jul 21, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
HVPE.LHarbourVest Global Private Equity Ltd2.23
HAN.LHansa Trust1.79
PEMB.LPembroke VCT plc1.73
GRID.LGresham House Energy Storage Fund plc1.66
MTU.LMontanaro UK Smaller Companies Investment Trust plc1.25
AAEV.LAlbion Enterprise VCT plc0.62
OAP3.LOctopus Apollo VCT plc0.48
MAV4.LMaven Income and Growth VCT 4 plc0.39
FTF.LForesight Enterprise VCT plc0.26
OSEC.LOctopus Aim VCT 2 plc0.24
MVIR.LMarwyn Value Investors Ltd—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows MVIR.L's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MVIR.L consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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