BUT.L vs. ATST.L
Compare and contrast key facts about Brunner Investment Trust (BUT.L) and Alliance Trust plc (ATST.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUT.L or ATST.L.
Key characteristics
| BUT.L | ATST.L | |
|---|---|---|
| YTD Return | 25.13% | 14.45% |
| 1Y Return | 45.08% | 22.88% |
| 3Y Return (Ann) | 12.63% | 7.99% |
| 5Y Return (Ann) | 14.53% | 11.21% |
| 10Y Return (Ann) | 13.28% | 12.54% |
| Sharpe Ratio | 3.14 | 1.91 |
| Sortino Ratio | 4.10 | 2.58 |
| Omega Ratio | 1.54 | 1.35 |
| Calmar Ratio | 6.96 | 2.85 |
| Martin Ratio | 25.91 | 7.75 |
| Ulcer Index | 1.82% | 2.95% |
| Daily Std Dev | 15.07% | 11.96% |
| Max Drawdown | -64.93% | -41.44% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| BUT.L | ATST.L | |
|---|---|---|
| Market Cap | £627.72M | £3.41B |
| EPS | £2.43 | £2.12 |
| PE Ratio | 6.01 | 5.73 |
| Total Revenue (TTM) | £109.49M | £652.76M |
| Gross Profit (TTM) | £106.94M | £635.13M |
| EBITDA (TTM) | £35.17M | £295.69M |
Correlation
The correlation between BUT.L and ATST.L is 0.52, 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.
Performance
BUT.L vs. ATST.L - Performance Comparison
In the year-to-date period, BUT.L achieves a 25.13% return, which is significantly higher than ATST.L's 14.45% return. Over the past 10 years, BUT.L has outperformed ATST.L with an annualized return of 13.28%, while ATST.L has yielded a comparatively lower 12.54% 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
BUT.L vs. ATST.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brunner Investment Trust (BUT.L) and Alliance Trust plc (ATST.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
BUT.L vs. ATST.L - Dividend Comparison
BUT.L's dividend yield for the trailing twelve months is around 1.61%, less than ATST.L's 2.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUT.L Brunner Investment Trust | 1.61% | 1.89% | 2.11% | 1.82% | 2.32% | 2.19% | 2.62% | 2.12% | 2.57% | 1.81% | 0.03% | 2.78% |
ATST.L Alliance Trust plc | 2.07% | 2.24% | 2.51% | 1.63% | 1.59% | 1.65% | 1.48% | 1.76% | 2.02% | 1.76% | 0.02% | 1.66% |
Drawdowns
BUT.L vs. ATST.L - Drawdown Comparison
The maximum BUT.L drawdown since its inception was -64.93%, which is greater than ATST.L's maximum drawdown of -41.44%. Use the drawdown chart below to compare losses from any high point for BUT.L and ATST.L. For additional features, visit the drawdowns tool.
Volatility
BUT.L vs. ATST.L - Volatility Comparison
Brunner Investment Trust (BUT.L) has a higher volatility of 4.36% compared to Alliance Trust plc (ATST.L) at 3.23%. This indicates that BUT.L's price experiences larger fluctuations and is considered to be riskier than ATST.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BUT.L vs. ATST.L - Financials Comparison
This section allows you to compare key financial metrics between Brunner Investment Trust and Alliance 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