BUT.L vs. MUT.L
Compare and contrast key facts about Brunner Investment Trust (BUT.L) and Murray Income Trust (MUT.L).
Performance
BUT.L vs. MUT.L - Performance Comparison
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BUT.L vs. MUT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BUT.L Brunner Investment Trust | -3.51% | -1.01% | 24.71% | 20.20% | -6.09% | 31.65% | -3.13% | 34.38% | -8.17% | 30.61% |
MUT.L Murray Income Trust | -2.30% | 16.94% | -1.15% | 7.33% | 216.52% | 14.08% | -2.43% | 28.34% | -4.55% | 14.92% |
Fundamentals
BUT.L:
£2.78
MUT.L:
£1.48
BUT.L:
4.95
MUT.L:
5.96
BUT.L:
0.02
MUT.L:
0.40
BUT.L:
4.48
MUT.L:
5.42
BUT.L:
£132.64M
MUT.L:
£160.07M
BUT.L:
£130.03M
MUT.L:
£158.43M
BUT.L:
£46.89M
MUT.L:
£125.16M
Returns By Period
In the year-to-date period, BUT.L achieves a -3.51% return, which is significantly lower than MUT.L's -2.30% return. Over the past 10 years, BUT.L has underperformed MUT.L with an annualized return of 12.86%, while MUT.L has yielded a comparatively higher 21.48% annualized return.
BUT.L
- 1D
- 0.59%
- 1M
- -8.52%
- YTD
- -3.51%
- 6M
- -4.03%
- 1Y
- 9.22%
- 3Y*
- 10.89%
- 5Y*
- 10.95%
- 10Y*
- 12.86%
MUT.L
- 1D
- 0.68%
- 1M
- -10.72%
- YTD
- -2.30%
- 6M
- 0.92%
- 1Y
- 11.90%
- 3Y*
- 5.92%
- 5Y*
- 33.62%
- 10Y*
- 21.48%
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Return for Risk
BUT.L vs. MUT.L — Risk / Return Rank
BUT.L
MUT.L
BUT.L vs. MUT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brunner Investment Trust (BUT.L) and Murray Income Trust (MUT.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 | MUT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.86 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.20 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.99 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.44 | 3.56 | -1.12 |
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
| BUT.L | MUT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.86 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.33 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.29 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.30 | +0.15 |
Correlation
The correlation between BUT.L and MUT.L is 0.35, 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. MUT.L - Dividend Comparison
BUT.L's dividend yield for the trailing twelve months is around 1.82%, less than MUT.L's 4.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUT.L Brunner Investment Trust | 1.82% | 1.73% | 1.62% | 1.89% | 2.11% | 1.82% | 2.32% | 2.19% | 2.61% | 2.12% | 2.57% | 2.87% |
MUT.L Murray Income Trust | 4.53% | 4.38% | 4.71% | 4.48% | 76.11% | 3.29% | 4.63% | 3.82% | 4.57% | 4.23% | 4.45% | 4.76% |
Drawdowns
BUT.L vs. MUT.L - Drawdown Comparison
The maximum BUT.L drawdown since its inception was -64.93%, smaller than the maximum MUT.L drawdown of -73.11%. Use the drawdown chart below to compare losses from any high point for BUT.L and MUT.L.
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Drawdown Indicators
| BUT.L | MUT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.93% | -73.11% | +8.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -11.63% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -18.15% | -6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -35.97% | -1.40% |
Current DrawdownCurrent decline from peak | -8.52% | -10.72% | +2.20% |
Average DrawdownAverage peak-to-trough decline | -14.67% | -10.39% | -4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 3.23% | -0.08% |
Volatility
BUT.L vs. MUT.L - Volatility Comparison
Brunner Investment Trust (BUT.L) has a higher volatility of 6.08% compared to Murray Income Trust (MUT.L) at 5.19%. This indicates that BUT.L's price experiences larger fluctuations and is considered to be riskier than MUT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BUT.L | MUT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.08% | 5.19% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.19% | 9.40% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 13.88% | +3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.85% | 101.30% | -82.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 72.86% | -53.04% |
Financials
BUT.L vs. MUT.L - Financials Comparison
This section allows you to compare key financial metrics between Brunner Investment Trust and Murray Income 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