Correlation
The correlation between AGT.L and HGT.L is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AGT.L vs. HGT.L
Compare and contrast key facts about AVI Global Trust plc (AGT.L) and HgCapital Trust plc (HGT.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGT.L or HGT.L.
Performance
AGT.L vs. HGT.L - Performance Comparison
Loading data...
Key characteristics
AGT.L:
-0.15
HGT.L:
0.00
AGT.L:
-0.12
HGT.L:
97.54
AGT.L:
0.98
HGT.L:
45.03
AGT.L:
-0.15
HGT.L:
0.05
AGT.L:
-0.52
HGT.L:
0.62
AGT.L:
5.47%
HGT.L:
8.62%
AGT.L:
16.54%
HGT.L:
9,842.46%
AGT.L:
-40.70%
HGT.L:
-99.06%
AGT.L:
-5.22%
HGT.L:
-7.76%
Fundamentals
AGT.L:
£1.00B
HGT.L:
£2.29B
AGT.L:
£0.32
HGT.L:
£0.52
AGT.L:
7.38
HGT.L:
9.63
AGT.L:
7.14
HGT.L:
9.26
AGT.L:
0.90
HGT.L:
0.92
AGT.L:
£8.89M
HGT.L:
£162.46M
AGT.L:
£4.97M
HGT.L:
£162.46M
Returns By Period
In the year-to-date period, AGT.L achieves a -3.67% return, which is significantly higher than HGT.L's -6.39% return. Over the past 10 years, AGT.L has underperformed HGT.L with an annualized return of 8.47%, while HGT.L has yielded a comparatively higher 19.07% annualized return.
AGT.L
-3.67%
3.28%
-0.84%
-2.87%
6.99%
12.68%
8.47%
HGT.L
-6.39%
-2.72%
-5.33%
5.32%
11.25%
18.10%
19.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
AGT.L vs. HGT.L — Risk-Adjusted Performance Rank
AGT.L
HGT.L
AGT.L vs. HGT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AVI Global Trust plc (AGT.L) and HgCapital Trust plc (HGT.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.
Loading data...
Dividends
AGT.L vs. HGT.L - Dividend Comparison
AGT.L's dividend yield for the trailing twelve months is around 1.59%, more than HGT.L's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGT.L AVI Global Trust plc | 1.59% | 1.53% | 0.64% | 1.75% | 7.62% | 9.35% | 10.60% | 9.76% | 8.28% | 3.78% | 12.75% | 10.20% |
HGT.L HgCapital Trust plc | 1.10% | 1.21% | 1.50% | 2.14% | 1.19% | 1.64% | 1.86% | 2.58% | 3.51% | 2.60% | 2.87% | 4.54% |
Drawdowns
AGT.L vs. HGT.L - Drawdown Comparison
The maximum AGT.L drawdown since its inception was -40.70%, smaller than the maximum HGT.L drawdown of -99.06%. Use the drawdown chart below to compare losses from any high point for AGT.L and HGT.L.
Loading data...
Volatility
AGT.L vs. HGT.L - Volatility Comparison
The current volatility for AVI Global Trust plc (AGT.L) is 3.43%, while HgCapital Trust plc (HGT.L) has a volatility of 5.78%. This indicates that AGT.L experiences smaller price fluctuations and is considered to be less risky than HGT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
AGT.L vs. HGT.L - Financials Comparison
This section allows you to compare key financial metrics between AVI Global Trust plc and HgCapital Trust plc. 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