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CLIG.L vs. EDIN.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CLIG.L vs. EDIN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in City Of London Investment Group (CLIG.L) and Edinburgh Investment Trust (EDIN.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CLIG.L achieves a 15.86% return, which is significantly higher than EDIN.L's -0.27% return. Over the past 10 years, CLIG.L has outperformed EDIN.L with an annualized return of 11.84%, while EDIN.L has yielded a comparatively lower 5.79% annualized return.


CLIG.L

1D
-1.62%
1M
6.25%
YTD
15.86%
6M
19.99%
1Y
26.64%
3Y*
7.72%
5Y*
3.46%
10Y*
11.84%

EDIN.L

1D
0.68%
1M
3.01%
YTD
-0.27%
6M
0.96%
1Y
3.22%
3Y*
10.84%
5Y*
9.03%
10Y*
5.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLIG.L vs. EDIN.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CLIG.L
City Of London Investment Group
15.86%3.96%36.42%-18.22%-6.92%21.55%6.89%27.33%-1.86%28.67%
EDIN.L
Edinburgh Investment Trust
-0.27%14.69%12.88%12.11%5.44%20.62%-7.69%9.42%-11.30%1.72%

Correlation

The correlation between CLIG.L and EDIN.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Apr 13, 2006

0.11

Fundamentals

Market Cap

CLIG.L:

£211.00M

EDIN.L:

£1.39B

EPS

CLIG.L:

£0.61

EDIN.L:

£1.03

PE Ratio

CLIG.L:

6.97

EDIN.L:

7.72

PEG Ratio

CLIG.L:

0.45

EDIN.L:

0.25

PS Ratio

CLIG.L:

1.85

EDIN.L:

6.96

PB Ratio

CLIG.L:

1.88

EDIN.L:

1.31

Total Revenue (TTM)

CLIG.L:

£114.62M

EDIN.L:

£181.46M

Gross Profit (TTM)

CLIG.L:

£102.27M

EDIN.L:

£176.76M

EBITDA (TTM)

CLIG.L:

£48.99M

EDIN.L:

£169.58M

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Return for Risk

CLIG.L vs. EDIN.L — Risk / Return Rank

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

CLIG.L
CLIG.L Risk / Return Rank: 6969
Overall Rank
CLIG.L Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
CLIG.L Sortino Ratio Rank: 6565
Sortino Ratio Rank
CLIG.L Omega Ratio Rank: 6060
Omega Ratio Rank
CLIG.L Calmar Ratio Rank: 7575
Calmar Ratio Rank
CLIG.L Martin Ratio Rank: 7676
Martin Ratio Rank

EDIN.L
EDIN.L Risk / Return Rank: 4747
Overall Rank
EDIN.L Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
EDIN.L Sortino Ratio Rank: 4242
Sortino Ratio Rank
EDIN.L Omega Ratio Rank: 4141
Omega Ratio Rank
EDIN.L Calmar Ratio Rank: 5050
Calmar Ratio Rank
EDIN.L Martin Ratio Rank: 5252
Martin Ratio Rank
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.

CLIG.L vs. EDIN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for City Of London Investment Group (CLIG.L) and Edinburgh Investment Trust (EDIN.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.


CLIG.LEDIN.LDifference
Sharpe ratioReturn per unit of total volatility

+0.58

Sortino ratioReturn per unit of downside risk

+0.99

Omega ratioGain probability vs. loss probability

1.17

1.06

+0.11

Calmar ratioReturn relative to maximum drawdown

2.03

0.34

+1.69

Martin ratioReturn relative to average drawdown

5.16

0.97

+4.19

CLIG.L vs. EDIN.L - Sharpe Ratio Comparison

The current CLIG.L Sharpe Ratio is 0.86, which is higher than the EDIN.L Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of CLIG.L and EDIN.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CLIG.LEDIN.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

0.28

+0.58

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.62

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.33

+0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.50

-0.13

Drawdowns

CLIG.L vs. EDIN.L - Drawdown Comparison

The maximum CLIG.L drawdown since its inception was -63.64%, which is greater than EDIN.L's maximum drawdown of -58.67%. Use the drawdown chart below to compare losses from any high point for CLIG.L and EDIN.L.


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Drawdown Indicators


CLIG.LEDIN.LDifference

Max Drawdown

Largest peak-to-trough decline

-63.64%

-58.67%

-4.97%

Max Drawdown (1Y)

Largest decline over 1 year

-13.04%

-9.31%

-3.73%

Max Drawdown (3Y)

Largest decline over 3 years

-27.77%

-12.14%

-15.63%

Max Drawdown (5Y)

Largest decline over 5 years

-33.07%

-15.02%

-18.05%

Max Drawdown (10Y)

Largest decline over 10 years

-40.58%

-49.96%

+9.38%

Current Drawdown

Current decline from peak

-7.61%

-3.09%

-4.52%

Average Drawdown

Average peak-to-trough decline

-12.80%

-11.15%

-1.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.15%

3.32%

+1.83%

Volatility

CLIG.L vs. EDIN.L - Volatility Comparison

City Of London Investment Group (CLIG.L) has a higher volatility of 9.09% compared to Edinburgh Investment Trust (EDIN.L) at 3.41%. This indicates that CLIG.L's price experiences larger fluctuations and is considered to be riskier than EDIN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CLIG.LEDIN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.09%

3.41%

+5.68%

Volatility (6M)

Calculated over the trailing 6-month period

23.98%

9.64%

+14.34%

Volatility (1Y)

Calculated over the trailing 1-year period

31.01%

11.64%

+19.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.44%

14.48%

+18.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.97%

17.36%

+17.61%

Dividends

CLIG.L vs. EDIN.L - Dividend Comparison

CLIG.L's dividend yield for the trailing twelve months is around 7.76%, more than EDIN.L's 4.97% yield.


PositionTTM20252024202320222021202020192018201720162015
CLIG.L
City Of London Investment Group
7.76%8.75%8.35%10.41%11.07%6.60%6.85%9.20%7.10%6.03%8.14%6.96%
EDIN.L
Edinburgh Investment Trust
4.97%3.59%3.68%3.87%3.96%4.56%5.17%4.50%4.52%3.66%3.43%3.34%

Financials

CLIG.L vs. EDIN.L - Financials Comparison

This section allows you to compare key financial metrics between City Of London Investment Group and Edinburgh Investment 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-100.00M0.00100.00M200.00M202120222023202420252026
29.32M
-6.35M
(CLIG.L) Total Revenue
(EDIN.L) Total Revenue
Values in GBp except per share items

Frequently Asked Questions


CLIG.L and EDIN.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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