ATY.L vs. BRSC.L
Compare and contrast key facts about Athelney Trust plc (ATY.L) and Blackrock Smaller Companies Trust plc (BRSC.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ATY.L or BRSC.L.
Key characteristics
| ATY.L | BRSC.L | |
|---|---|---|
| YTD Return | -2.93% | 3.83% |
| 1Y Return | -2.93% | 16.09% |
| 3Y Return (Ann) | -6.86% | -8.26% |
| 5Y Return (Ann) | -0.33% | 1.28% |
| 10Y Return (Ann) | 0.78% | 7.81% |
| Sharpe Ratio | -0.22 | 0.96 |
| Sortino Ratio | -0.21 | 1.53 |
| Omega Ratio | 0.92 | 1.19 |
| Calmar Ratio | -0.11 | 0.40 |
| Martin Ratio | -0.75 | 3.01 |
| Ulcer Index | 3.92% | 5.40% |
| Daily Std Dev | 13.11% | 16.89% |
| Max Drawdown | -60.89% | -65.63% |
| Current Drawdown | -23.41% | -31.00% |
Fundamentals
| ATY.L | BRSC.L | |
|---|---|---|
| Market Cap | £3.67M | £666.16M |
| EPS | -£0.09 | £2.65 |
| Total Revenue (TTM) | -£4.04K | £133.65M |
| Gross Profit (TTM) | -£4.04K | £127.95M |
| EBITDA (TTM) | £3.00 | £99.56M |
Correlation
The correlation between ATY.L and BRSC.L is 0.29, 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.
Performance
ATY.L vs. BRSC.L - Performance Comparison
In the year-to-date period, ATY.L achieves a -2.93% return, which is significantly lower than BRSC.L's 3.83% return. Over the past 10 years, ATY.L has underperformed BRSC.L with an annualized return of 0.78%, while BRSC.L has yielded a comparatively higher 7.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ATY.L vs. BRSC.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Athelney Trust plc (ATY.L) and Blackrock Smaller Companies Trust plc (BRSC.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.
Dividends
ATY.L vs. BRSC.L - Dividend Comparison
ATY.L's dividend yield for the trailing twelve months is around 5.82%, more than BRSC.L's 3.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATY.L Athelney Trust plc | 5.82% | 1.23% | 4.57% | 4.31% | 5.12% | 3.91% | 3.63% | 3.16% | 3.22% | 0.03% | 0.03% | 258.97% |
BRSC.L Blackrock Smaller Companies Trust plc | 3.05% | 2.93% | 2.69% | 1.58% | 1.87% | 1.87% | 2.33% | 1.76% | 1.93% | 0.02% | 0.02% | 1.21% |
Drawdowns
ATY.L vs. BRSC.L - Drawdown Comparison
The maximum ATY.L drawdown since its inception was -60.89%, smaller than the maximum BRSC.L drawdown of -65.63%. Use the drawdown chart below to compare losses from any high point for ATY.L and BRSC.L. For additional features, visit the drawdowns tool.
Volatility
ATY.L vs. BRSC.L - Volatility Comparison
The current volatility for Athelney Trust plc (ATY.L) is 3.67%, while Blackrock Smaller Companies Trust plc (BRSC.L) has a volatility of 6.40%. This indicates that ATY.L experiences smaller price fluctuations and is considered to be less risky than BRSC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ATY.L vs. BRSC.L - Financials Comparison
This section allows you to compare key financial metrics between Athelney Trust plc and Blackrock Smaller Companies 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