FGT.L vs. LWDB.L
Compare and contrast key facts about Finsbury Growth & Income Trust (FGT.L) and Law Debenture Corp (LWDB.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGT.L or LWDB.L.
Key characteristics
| FGT.L | LWDB.L | |
|---|---|---|
| YTD Return | 2.34% | 12.18% |
| 1Y Return | 8.01% | 16.45% |
| 3Y Return (Ann) | 0.32% | 7.46% |
| 5Y Return (Ann) | 1.49% | 12.54% |
| 10Y Return (Ann) | 7.17% | 9.09% |
| Sharpe Ratio | 0.71 | 1.02 |
| Sortino Ratio | 1.10 | 1.52 |
| Omega Ratio | 1.13 | 1.18 |
| Calmar Ratio | 0.70 | 1.64 |
| Martin Ratio | 3.76 | 5.53 |
| Ulcer Index | 2.20% | 2.60% |
| Daily Std Dev | 11.56% | 14.17% |
| Max Drawdown | -53.70% | -52.78% |
| Current Drawdown | -3.44% | -4.04% |
Fundamentals
| FGT.L | LWDB.L | |
|---|---|---|
| Market Cap | £1.39B | £1.15B |
| EPS | £0.04 | £1.08 |
| PE Ratio | 214.25 | 8.07 |
| PEG Ratio | 0.00 | 0.00 |
| Total Revenue (TTM) | £96.62M | £201.31M |
| Gross Profit (TTM) | £91.89M | £190.94M |
| EBITDA (TTM) | -£1.29M | £150.76M |
Correlation
The correlation between FGT.L and LWDB.L is 0.50, 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
FGT.L vs. LWDB.L - Performance Comparison
In the year-to-date period, FGT.L achieves a 2.34% return, which is significantly lower than LWDB.L's 12.18% return. Over the past 10 years, FGT.L has underperformed LWDB.L with an annualized return of 7.17%, while LWDB.L has yielded a comparatively higher 9.09% 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
FGT.L vs. LWDB.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Finsbury Growth & Income Trust (FGT.L) and Law Debenture Corp (LWDB.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
FGT.L vs. LWDB.L - Dividend Comparison
FGT.L's dividend yield for the trailing twelve months is around 2.29%, less than LWDB.L's 3.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGT.L Finsbury Growth & Income Trust | 2.29% | 2.22% | 2.15% | 1.86% | 1.90% | 1.84% | 2.03% | 1.83% | 2.01% | 1.13% | 0.02% | 2.03% |
LWDB.L Law Debenture Corp | 3.76% | 3.95% | 3.91% | 3.52% | 5.64% | 3.00% | 3.30% | 2.70% | 3.06% | 1.07% | 0.03% | 2.69% |
Drawdowns
FGT.L vs. LWDB.L - Drawdown Comparison
The maximum FGT.L drawdown since its inception was -53.70%, roughly equal to the maximum LWDB.L drawdown of -52.78%. Use the drawdown chart below to compare losses from any high point for FGT.L and LWDB.L. For additional features, visit the drawdowns tool.
Volatility
FGT.L vs. LWDB.L - Volatility Comparison
The current volatility for Finsbury Growth & Income Trust (FGT.L) is 5.21%, while Law Debenture Corp (LWDB.L) has a volatility of 5.51%. This indicates that FGT.L experiences smaller price fluctuations and is considered to be less risky than LWDB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
FGT.L vs. LWDB.L - Financials Comparison
This section allows you to compare key financial metrics between Finsbury Growth & Income Trust and Law Debenture Corp. 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