AGT.L vs. CLDN.L

In the year-to-date period, AGT.L achieves a -3.67% return, which is significantly lower than CLDN.L's 5.71% return. Over the past 10 years, AGT.L has outperformed CLDN.L with an annualized return of 8.47%, while CLDN.L has yielded a comparatively lower 6.76% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for AVI Global Trust plc (AGT.L) and Caledonia Investments (CLDN.L). 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 AGT.L Sharpe Ratio is -0.15, which is lower than the CLDN.L Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of AGT.L and CLDN.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AGT.L's dividend yield for the trailing twelve months is around 1.59%, less than CLDN.L's 1.92% yield.

The maximum AGT.L drawdown since its inception was -40.70%, smaller than the maximum CLDN.L drawdown of -51.86%. Use the drawdown chart below to compare losses from any high point for AGT.L and CLDN.L.

The current volatility for AVI Global Trust plc (AGT.L) is 3.43%, while Caledonia Investments (CLDN.L) has a volatility of 5.47%. This indicates that AGT.L experiences smaller price fluctuations and is considered to be less risky than CLDN.L 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 AVI Global Trust plc and Caledonia Investments. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.