AGT.L vs. HRI.L
Compare and contrast key facts about AVI Global Trust plc (AGT.L) and Herald Investment Trust (HRI.L).
Performance
AGT.L vs. HRI.L - Performance Comparison
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AGT.L vs. HRI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGT.L AVI Global Trust plc | -4.66% | 7.03% | 13.13% | 17.23% | -11.12% | 33.02% | 26.43% | 30.84% | 0.89% | 24.33% |
HRI.L Herald Investment Trust | 3.95% | -1.03% | 26.43% | 7.86% | -28.86% | 11.58% | 51.69% | 37.67% | -8.20% | 32.69% |
Fundamentals
AGT.L:
£255.65M
HRI.L:
£252.02M
AGT.L:
£251.72M
HRI.L:
£232.27M
AGT.L:
£160.76M
HRI.L:
£120.46M
Returns By Period
In the year-to-date period, AGT.L achieves a -4.66% return, which is significantly lower than HRI.L's 3.95% return. Over the past 10 years, AGT.L has outperformed HRI.L with an annualized return of 16.95%, while HRI.L has yielded a comparatively lower 13.82% annualized return.
AGT.L
- 1D
- 1.66%
- 1M
- -8.22%
- YTD
- -4.66%
- 6M
- -5.72%
- 1Y
- 8.22%
- 3Y*
- 11.04%
- 5Y*
- 8.10%
- 10Y*
- 16.95%
HRI.L
- 1D
- 3.52%
- 1M
- -1.57%
- YTD
- 3.95%
- 6M
- 1.21%
- 1Y
- 26.39%
- 3Y*
- 12.54%
- 5Y*
- 3.70%
- 10Y*
- 13.82%
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Return for Risk
AGT.L vs. HRI.L — Risk / Return Rank
AGT.L
HRI.L
AGT.L vs. HRI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AVI Global Trust plc (AGT.L) and Herald Investment Trust (HRI.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.
| AGT.L | HRI.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.28 | -0.76 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.88 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.57 | -1.87 |
Martin ratioReturn relative to average drawdown | 2.38 | 6.58 | -4.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGT.L | HRI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.28 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.17 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.59 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.42 | +0.35 |
Correlation
The correlation between AGT.L and HRI.L is 0.39, 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.
Dividends
AGT.L vs. HRI.L - Dividend Comparison
AGT.L's dividend yield for the trailing twelve months is around 1.83%, while HRI.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGT.L AVI Global Trust plc | 1.83% | 1.75% | 1.53% | 0.64% | 1.75% | 7.62% | 9.35% | 10.60% | 9.76% | 8.28% | 3.78% | 12.75% |
HRI.L Herald Investment Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGT.L vs. HRI.L - Drawdown Comparison
The maximum AGT.L drawdown since its inception was -40.70%, smaller than the maximum HRI.L drawdown of -81.68%. Use the drawdown chart below to compare losses from any high point for AGT.L and HRI.L.
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Drawdown Indicators
| AGT.L | HRI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.70% | -81.68% | +40.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -12.66% | +0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -22.24% | -40.68% | +18.44% |
Max Drawdown (10Y)Largest decline over 10 years | -37.97% | -41.37% | +3.40% |
Current DrawdownCurrent decline from peak | -9.91% | -5.30% | -4.61% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -25.28% | +17.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 3.90% | -0.34% |
Volatility
AGT.L vs. HRI.L - Volatility Comparison
The current volatility for AVI Global Trust plc (AGT.L) is 5.17%, while Herald Investment Trust (HRI.L) has a volatility of 7.11%. This indicates that AGT.L experiences smaller price fluctuations and is considered to be less risky than HRI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGT.L | HRI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 7.11% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | 14.70% | -4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 20.63% | -4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 22.28% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 23.50% | -7.16% |
Financials
AGT.L vs. HRI.L - Financials Comparison
This section allows you to compare key financial metrics between AVI Global Trust plc and Herald Investment Trust. 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