EDIN.L vs. HGT.L
Compare and contrast key facts about Edinburgh Investment Trust (EDIN.L) and HgCapital Trust plc (HGT.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EDIN.L or HGT.L.
Key characteristics
| EDIN.L | HGT.L | |
|---|---|---|
| YTD Return | 10.45% | 20.42% |
| 1Y Return | 18.22% | 36.62% |
| 3Y Return (Ann) | 9.41% | 9.37% |
| 5Y Return (Ann) | 8.86% | 17.87% |
| 10Y Return (Ann) | 5.42% | 34.34% |
| Sharpe Ratio | 1.58 | 1.44 |
| Sortino Ratio | 2.27 | 2.06 |
| Omega Ratio | 1.28 | 1.27 |
| Calmar Ratio | 2.53 | 2.47 |
| Martin Ratio | 7.12 | 7.90 |
| Ulcer Index | 2.46% | 4.33% |
| Daily Std Dev | 11.08% | 23.74% |
| Max Drawdown | -58.64% | -90.28% |
| Current Drawdown | -5.90% | -5.47% |
Fundamentals
| EDIN.L | HGT.L | |
|---|---|---|
| Market Cap | £1.07B | £2.36B |
| EPS | £0.82 | £0.50 |
| PE Ratio | 8.88 | 10.32 |
| Total Revenue (TTM) | £98.51M | £145.91M |
| Gross Profit (TTM) | £96.06M | £145.91M |
| EBITDA (TTM) | -£1.47M | -£6.92M |
Correlation
The correlation between EDIN.L and HGT.L is 0.42, 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
EDIN.L vs. HGT.L - Performance Comparison
In the year-to-date period, EDIN.L achieves a 10.45% return, which is significantly lower than HGT.L's 20.42% return. Over the past 10 years, EDIN.L has underperformed HGT.L with an annualized return of 5.42%, while HGT.L has yielded a comparatively higher 34.34% 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
EDIN.L vs. HGT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Edinburgh Investment Trust (EDIN.L) and HgCapital Trust plc (HGT.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
EDIN.L vs. HGT.L - Dividend Comparison
EDIN.L's dividend yield for the trailing twelve months is around 3.76%, more than HGT.L's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EDIN.L Edinburgh Investment Trust | 3.76% | 3.87% | 3.96% | 4.56% | 5.17% | 4.50% | 4.52% | 3.66% | 3.43% | 0.75% | 0.04% | 3.77% |
HGT.L HgCapital Trust plc | 1.26% | 1.50% | 2.14% | 1.19% | 1.64% | 12.35% | 25.77% | 35.07% | 25.96% | 0.03% | 45.39% | 2.28% |
Drawdowns
EDIN.L vs. HGT.L - Drawdown Comparison
The maximum EDIN.L drawdown since its inception was -58.64%, smaller than the maximum HGT.L drawdown of -90.28%. Use the drawdown chart below to compare losses from any high point for EDIN.L and HGT.L. For additional features, visit the drawdowns tool.
Volatility
EDIN.L vs. HGT.L - Volatility Comparison
The current volatility for Edinburgh Investment Trust (EDIN.L) is 3.55%, while HgCapital Trust plc (HGT.L) has a volatility of 5.23%. This indicates that EDIN.L experiences smaller price fluctuations and is considered to be less risky than HGT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
EDIN.L vs. HGT.L - Financials Comparison
This section allows you to compare key financial metrics between Edinburgh Investment Trust and HgCapital 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