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GHE.L vs. GRID.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


GHE.LGRID.L

Fundamentals


GHE.LGRID.L
Market Cap£459.75M£289.08M
EPS£0.36-£0.20

Correlation

-0.50.00.51.00.4

The correlation between GHE.L and GRID.L is 0.36, 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.

Performance

GHE.L vs. GRID.L - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-20.00%0.00%20.00%40.00%60.00%AprilMayJuneJulyAugustSeptember0
3.35%
GHE.L
GRID.L

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Risk-Adjusted Performance

GHE.L vs. GRID.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Gresham House plc (GHE.L) and Gresham House Energy Storage Fund plc (GRID.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.


GHE.L
Sharpe ratio
The chart of Sharpe ratio for GHE.L, currently valued at 1.13, compared to the broader market-4.00-2.000.002.001.13
Sortino ratio
The chart of Sortino ratio for GHE.L, currently valued at 1.85, compared to the broader market-6.00-4.00-2.000.002.004.001.85
Omega ratio
The chart of Omega ratio for GHE.L, currently valued at 1.46, compared to the broader market0.501.001.502.001.46
Calmar ratio
The chart of Calmar ratio for GHE.L, currently valued at 0.87, compared to the broader market0.001.002.003.004.005.000.87
Martin ratio
The chart of Martin ratio for GHE.L, currently valued at 4.62, compared to the broader market-10.00-5.000.005.0010.0015.0020.004.62
GRID.L
Sharpe ratio
The chart of Sharpe ratio for GRID.L, currently valued at -0.33, compared to the broader market-4.00-2.000.002.00-0.33
Sortino ratio
The chart of Sortino ratio for GRID.L, currently valued at 0.27, compared to the broader market-6.00-4.00-2.000.002.004.000.27
Omega ratio
The chart of Omega ratio for GRID.L, currently valued at 1.05, compared to the broader market0.501.001.502.001.05
Calmar ratio
The chart of Calmar ratio for GRID.L, currently valued at -0.67, compared to the broader market0.001.002.003.004.005.00-0.67
Martin ratio
The chart of Martin ratio for GRID.L, currently valued at -1.09, compared to the broader market-10.00-5.000.005.0010.0015.0020.00-1.09

GHE.L vs. GRID.L - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio-0.500.000.501.00AprilMayJuneJulyAugustSeptember
1.13
-0.33
GHE.L
GRID.L

Dividends

GHE.L vs. GRID.L - Dividend Comparison

GHE.L has not paid dividends to shareholders, while GRID.L's dividend yield for the trailing twelve months is around 3.62%.


TTM20232022202120202019201820172016201520142013
GHE.L
Gresham House plc
0.00%1.45%1.32%0.67%0.57%0.49%0.00%0.00%0.00%0.00%0.00%0.80%
GRID.L
Gresham House Energy Storage Fund plc
3.62%6.67%4.33%5.43%0.06%0.03%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

GHE.L vs. GRID.L - Drawdown Comparison


-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-1.36%
-66.51%
GHE.L
GRID.L

Volatility

GHE.L vs. GRID.L - Volatility Comparison

The current volatility for Gresham House plc (GHE.L) is 0.00%, while Gresham House Energy Storage Fund plc (GRID.L) has a volatility of 15.88%. This indicates that GHE.L experiences smaller price fluctuations and is considered to be less risky than GRID.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%AprilMayJuneJulyAugustSeptember0
15.88%
GHE.L
GRID.L

Financials

GHE.L vs. GRID.L - Financials Comparison

This section allows you to compare key financial metrics between Gresham House plc and Gresham House Energy Storage Fund 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.


Quarterly
Annual

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



Values in GBp except per share items