BUT.L vs. BRIG.L

Last updated Apr 2, 2026

Compare and contrast key facts about Brunner Investment Trust (BUT.L) and BlackRock Income and Growth Investment Trust plc (BRIG.L).

Performance

BUT.L vs. BRIG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Brunner Investment Trust (BUT.L) and BlackRock Income and Growth Investment Trust plc (BRIG.L). The values are adjusted to include any dividend payments, if applicable.

BUT.L vs. BRIG.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BUT.L Brunner Investment Trust	-1.41%	-1.01%	24.71%	20.20%	-6.09%	31.65%	-3.13%	34.38%	-8.17%	30.61%
BRIG.L BlackRock Income and Growth Investment Trust plc	3.12%	15.89%	9.68%	1.75%	5.28%	14.35%	-13.90%	22.01%	-13.26%	14.36%

Fundamentals

EPS BUT.L : £2.78 BRIG.L : £1.30
PE Ratio BUT.L : 5.06 BRIG.L : 1.71
PEG Ratio BUT.L : 0.02 BRIG.L : 0.02
PS Ratio BUT.L : 4.58 BRIG.L : 1.52
Total Revenue (TTM) BUT.L : £132.64M BRIG.L : £14.29M
Gross Profit (TTM) BUT.L : £130.03M BRIG.L : £8.72M
EBITDA (TTM) BUT.L : £46.89M BRIG.L : £10.81M

Returns By Period

In the year-to-date period, BUT.L achieves a -1.41% return, which is significantly lower than BRIG.L's 3.12% return. Over the past 10 years, BUT.L has outperformed BRIG.L with an annualized return of 13.11%, while BRIG.L has yielded a comparatively lower 6.19% annualized return.

BUT.L

• 1D: 2.18%
• 1M: -6.02%
• YTD: -1.41%
• 6M: -1.79%
• 1Y: 10.06%
• 3Y*: 11.69%
• 5Y*: 11.44%
• 10Y*: 13.11%

BRIG.L

• 1D: 0.45%
• 1M: -4.72%
• YTD: 3.12%
• 6M: 10.67%
• 1Y: 18.47%
• 3Y*: 8.81%
• 5Y*: 9.68%
• 10Y*: 6.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BUT.L vs. BRIG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BUT.L

BUT.L Risk / Return Rank: 60
BUT.L Sharpe Ratio Rank: 61
BUT.L Sortino Ratio Rank: 52
BUT.L Omega Ratio Rank: 53
BUT.L Calmar Ratio Rank: 64
BUT.L Martin Ratio Rank: 69

BRIG.L

BRIG.L Risk / Return Rank: 76
BRIG.L Sharpe Ratio Rank: 74
BRIG.L Sortino Ratio Rank: 70
BRIG.L Omega Ratio Rank: 75
BRIG.L Calmar Ratio Rank: 80
BRIG.L Martin Ratio Rank: 82

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BUT.L vs. BRIG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brunner Investment Trust (BUT.L) and BlackRock Income and Growth Investment Trust plc (BRIG.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.

	BUT.L	BRIG.L	Difference
Sharpe ratio Return per unit of total volatility	0.59	1.05	-0.47
Sortino ratio Return per unit of downside risk	0.92	1.64	-0.72
Omega ratio Gain probability vs. loss probability	1.12	1.26	-0.13
Calmar ratio Return relative to maximum drawdown	1.12	2.40	-1.28
Martin ratio Return relative to average drawdown	3.50	7.14	-3.64
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BUT.L vs. BRIG.L - Sharpe Ratio Comparison

The current BUT.L Sharpe Ratio is 0.59, which is lower than the BRIG.L Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of BUT.L and BRIG.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BUT.L	BRIG.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.59	1.05	-0.47
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.61	0.49	+0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.66	0.29	+0.37
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.24	+0.21

Correlation

The correlation between BUT.L and BRIG.L is 0.18, 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

BUT.L vs. BRIG.L - Dividend Comparison

BUT.L's dividend yield for the trailing twelve months is around 1.78%, less than BRIG.L's 3.47% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BUT.L Brunner Investment Trust	1.78%	1.73%	1.62%	1.89%	2.11%	1.82%	2.32%	2.19%	2.61%	2.12%	2.57%	2.87%
BRIG.L BlackRock Income and Growth Investment Trust plc	3.47%	3.45%	3.81%	3.90%	3.77%	3.82%	4.20%	3.38%	3.75%	3.05%	3.17%	3.15%

Drawdowns

BUT.L vs. BRIG.L - Drawdown Comparison

The maximum BUT.L drawdown since its inception was -64.93%, which is greater than BRIG.L's maximum drawdown of -57.67%. Use the drawdown chart below to compare losses from any high point for BUT.L and BRIG.L.

Drawdown Indicators

	BUT.L	BRIG.L	Difference
Max Drawdown Largest peak-to-trough decline	-64.93%	-57.67%	-7.26%
Max Drawdown (1Y) Largest decline over 1 year	-11.76%	-7.69%	-4.07%
Max Drawdown (5Y) Largest decline over 5 years	-24.93%	-16.99%	-7.94%
Max Drawdown (10Y) Largest decline over 10 years	-37.37%	-42.82%	+5.45%
Current Drawdown Current decline from peak	-6.52%	-5.13%	-1.39%
Average Drawdown Average peak-to-trough decline	-14.67%	-9.16%	-5.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	2.59%	+0.43%

Volatility

BUT.L vs. BRIG.L - Volatility Comparison

Brunner Investment Trust (BUT.L) has a higher volatility of 6.14% compared to BlackRock Income and Growth Investment Trust plc (BRIG.L) at 5.19%. This indicates that BUT.L's price experiences larger fluctuations and is considered to be riskier than BRIG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BUT.L	BRIG.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.14%	5.19%	+0.95%
Volatility (6M) Calculated over the trailing 6-month period	10.42%	12.00%	-1.58%
Volatility (1Y) Calculated over the trailing 1-year period	17.15%	17.52%	-0.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.88%	19.86%	-0.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.82%	21.49%	-1.67%

Financials