HRI.L vs. AGT.L
Compare and contrast key facts about Herald Investment Trust (HRI.L) and AVI Global Trust plc (AGT.L).
Performance
HRI.L vs. AGT.L - Performance Comparison
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HRI.L vs. AGT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRI.L Herald Investment Trust | 3.95% | -1.03% | 26.43% | 7.86% | -28.86% | 11.58% | 51.69% | 37.67% | -8.20% | 32.69% |
AGT.L AVI Global Trust plc | -4.66% | 7.03% | 13.13% | 17.23% | -11.12% | 33.02% | 26.43% | 30.84% | 0.89% | 24.33% |
Fundamentals
HRI.L:
£252.02M
AGT.L:
£255.65M
HRI.L:
£232.27M
AGT.L:
£251.72M
HRI.L:
£120.46M
AGT.L:
£160.76M
Returns By Period
In the year-to-date period, HRI.L achieves a 3.95% return, which is significantly higher than AGT.L's -4.66% return. Over the past 10 years, HRI.L has underperformed AGT.L with an annualized return of 13.82%, while AGT.L has yielded a comparatively higher 16.95% annualized return.
HRI.L
- 1D
- 3.52%
- 1M
- -1.57%
- YTD
- 3.95%
- 6M
- 1.21%
- 1Y
- 26.39%
- 3Y*
- 12.54%
- 5Y*
- 3.70%
- 10Y*
- 13.82%
AGT.L
- 1D
- 1.66%
- 1M
- -8.22%
- YTD
- -4.66%
- 6M
- -5.72%
- 1Y
- 8.22%
- 3Y*
- 11.04%
- 5Y*
- 8.10%
- 10Y*
- 16.95%
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Return for Risk
HRI.L vs. AGT.L — Risk / Return Rank
HRI.L
AGT.L
HRI.L vs. AGT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Herald Investment Trust (HRI.L) and AVI Global Trust plc (AGT.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.
| HRI.L | AGT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.52 | +0.76 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.78 | +1.10 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.57 | 0.70 | +1.87 |
Martin ratioReturn relative to average drawdown | 6.58 | 2.38 | +4.20 |
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
| HRI.L | AGT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.52 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.51 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 1.03 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.77 | -0.35 |
Correlation
The correlation between HRI.L and AGT.L is 0.39, 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
HRI.L vs. AGT.L - Dividend Comparison
HRI.L has not paid dividends to shareholders, while AGT.L's dividend yield for the trailing twelve months is around 1.83%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRI.L Herald Investment Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGT.L AVI Global Trust plc | 1.83% | 1.75% | 1.53% | 0.64% | 1.75% | 7.62% | 9.35% | 10.60% | 9.76% | 8.28% | 3.78% | 12.75% |
Drawdowns
HRI.L vs. AGT.L - Drawdown Comparison
The maximum HRI.L drawdown since its inception was -81.68%, which is greater than AGT.L's maximum drawdown of -40.70%. Use the drawdown chart below to compare losses from any high point for HRI.L and AGT.L.
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Drawdown Indicators
| HRI.L | AGT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.68% | -40.70% | -40.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -12.36% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -22.24% | -18.44% |
Max Drawdown (10Y)Largest decline over 10 years | -41.37% | -37.97% | -3.40% |
Current DrawdownCurrent decline from peak | -5.30% | -9.91% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -25.28% | -7.54% | -17.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 3.56% | +0.34% |
Volatility
HRI.L vs. AGT.L - Volatility Comparison
Herald Investment Trust (HRI.L) has a higher volatility of 7.11% compared to AVI Global Trust plc (AGT.L) at 5.17%. This indicates that HRI.L's price experiences larger fluctuations and is considered to be riskier than AGT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRI.L | AGT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 5.17% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 14.70% | 10.19% | +4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 15.73% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.28% | 15.82% | +6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.50% | 16.34% | +7.16% |
Financials
HRI.L vs. AGT.L - Financials Comparison
This section allows you to compare key financial metrics between Herald Investment Trust and AVI Global 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