HRI.L vs. ATT.L
Compare and contrast key facts about Herald Investment Trust (HRI.L) and Allianz Technology Trust plc (ATT.L).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRI.L or ATT.L.
Key characteristics
| HRI.L | ATT.L | |
|---|---|---|
| YTD Return | 7.44% | 13.67% |
| 1Y Return | 18.68% | 31.68% |
| 3Y Return (Ann) | -7.09% | 3.57% |
| 5Y Return (Ann) | 9.66% | 15.83% |
| 10Y Return (Ann) | 11.56% | 20.28% |
| Sharpe Ratio | 1.07 | 0.97 |
| Daily Std Dev | 16.94% | 31.13% |
| Max Drawdown | -81.68% | -45.95% |
| Current Drawdown | -21.48% | -15.96% |
Fundamentals
| HRI.L | ATT.L | |
|---|---|---|
| Market Cap | £1.09B | £1.33B |
| EPS | £3.39 | £1.32 |
| PE Ratio | 6.09 | 2.62 |
| Total Revenue (TTM) | £226.43M | £597.01M |
| Gross Profit (TTM) | £213.90M | £589.10M |
| EBITDA (TTM) | £191.37M | £511.77M |
Correlation
The correlation between HRI.L and ATT.L is 0.57, 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
HRI.L vs. ATT.L - Performance Comparison
In the year-to-date period, HRI.L achieves a 7.44% return, which is significantly lower than ATT.L's 13.67% return. Over the past 10 years, HRI.L has underperformed ATT.L with an annualized return of 11.56%, while ATT.L has yielded a comparatively higher 20.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
HRI.L vs. ATT.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Herald Investment Trust (HRI.L) and Allianz Technology Trust plc (ATT.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
HRI.L vs. ATT.L - Dividend Comparison
Neither HRI.L nor ATT.L has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.15% |
ATT.L Allianz Technology Trust plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HRI.L vs. ATT.L - Drawdown Comparison
The maximum HRI.L drawdown since its inception was -81.68%, which is greater than ATT.L's maximum drawdown of -45.95%. Use the drawdown chart below to compare losses from any high point for HRI.L and ATT.L. For additional features, visit the drawdowns tool.
Volatility
HRI.L vs. ATT.L - Volatility Comparison
The current volatility for Herald Investment Trust (HRI.L) is 5.01%, while Allianz Technology Trust plc (ATT.L) has a volatility of 9.36%. This indicates that HRI.L experiences smaller price fluctuations and is considered to be less risky than ATT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HRI.L vs. ATT.L - Financials Comparison
This section allows you to compare key financial metrics between Herald Investment Trust and Allianz Technology 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