AGT.L vs. SMT.L
Compare and contrast key facts about AVI Global Trust plc (AGT.L) and Scottish Mortgage Investment Trust plc (SMT.L).
SMT.L is an actively managed fund by Baillie Gifford Funds. It was launched on Mar 31, 2023.
Performance
AGT.L vs. SMT.L - Performance Comparison
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AGT.L vs. SMT.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% |
SMT.L Scottish Mortgage Investment Trust plc | 6.11% | 24.72% | 18.75% | 12.46% | -45.71% | 10.46% | 110.49% | 24.76% | 4.64% | 41.09% |
Returns By Period
In the year-to-date period, AGT.L achieves a -4.66% return, which is significantly lower than SMT.L's 6.11% return. Both investments have delivered pretty close results over the past 10 years, with AGT.L having a 16.95% annualized return and SMT.L not far ahead at 17.57%.
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%
SMT.L
- 1D
- 5.67%
- 1M
- 4.09%
- YTD
- 6.11%
- 6M
- 10.71%
- 1Y
- 32.93%
- 3Y*
- 23.47%
- 5Y*
- 2.03%
- 10Y*
- 17.57%
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Return for Risk
AGT.L vs. SMT.L — Risk / Return Rank
AGT.L
SMT.L
AGT.L vs. SMT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AVI Global Trust plc (AGT.L) and Scottish Mortgage Investment Trust plc (SMT.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 | SMT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.47 | -0.95 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.11 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.27 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.78 | -2.08 |
Martin ratioReturn relative to average drawdown | 2.38 | 9.07 | -6.70 |
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 | SMT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.47 | -0.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.07 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 0.61 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.54 | +0.23 |
Correlation
The correlation between AGT.L and SMT.L is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AGT.L vs. SMT.L - Dividend Comparison
AGT.L's dividend yield for the trailing twelve months is around 1.83%, more than SMT.L's 0.35% yield.
| 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% |
SMT.L Scottish Mortgage Investment Trust plc | 0.35% | 0.37% | 0.44% | 0.51% | 0.51% | 0.26% | 0.27% | 0.54% | 0.66% | 0.67% | 0.93% | 1.05% |
Drawdowns
AGT.L vs. SMT.L - Drawdown Comparison
The maximum AGT.L drawdown since its inception was -40.70%, smaller than the maximum SMT.L drawdown of -62.61%. Use the drawdown chart below to compare losses from any high point for AGT.L and SMT.L.
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Drawdown Indicators
| AGT.L | SMT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.70% | -62.61% | +21.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -13.50% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -22.24% | -60.11% | +37.87% |
Max Drawdown (10Y)Largest decline over 10 years | -37.97% | -60.11% | +22.14% |
Current DrawdownCurrent decline from peak | -9.91% | -16.77% | +6.86% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -16.09% | +8.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 3.76% | -0.20% |
Volatility
AGT.L vs. SMT.L - Volatility Comparison
The current volatility for AVI Global Trust plc (AGT.L) is 5.17%, while Scottish Mortgage Investment Trust plc (SMT.L) has a volatility of 9.24%. This indicates that AGT.L experiences smaller price fluctuations and is considered to be less risky than SMT.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 | SMT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 9.24% | -4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | 15.99% | -5.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 22.36% | -6.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 29.98% | -14.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 28.68% | -12.34% |