HRI.L vs. MNTN.L
Compare and contrast key facts about Herald Investment Trust (HRI.L) and Schiehallion Fund Ltd (MNTN.L).
Performance
HRI.L vs. MNTN.L - Performance Comparison
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HRI.L vs. MNTN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HRI.L Herald Investment Trust | 3.95% | -1.03% | 26.43% | 7.86% | -28.86% | 11.58% | 51.69% | 22.82% |
MNTN.L Schiehallion Fund Ltd | 35.06% | 20.57% | 49.87% | -25.21% | -62.84% | 103.33% | 13.17% | 6.31% |
Different Trading Currencies
HRI.L is traded in GBp, while MNTN.L is traded in USD. To make them comparable, the MNTN.L values have been converted to GBp using the latest available exchange rates.
Fundamentals
HRI.L:
£4.68
MNTN.L:
$0.40
HRI.L:
5.34
MNTN.L:
4.74
HRI.L:
0.13
MNTN.L:
0.01
HRI.L:
4.93
MNTN.L:
4.48
HRI.L:
£252.02M
MNTN.L:
$427.52M
HRI.L:
£232.27M
MNTN.L:
$287.42M
HRI.L:
£120.46M
MNTN.L:
$133.19M
Returns By Period
In the year-to-date period, HRI.L achieves a 3.95% return, which is significantly lower than MNTN.L's 35.06% 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%
MNTN.L
- 1D
- 4.20%
- 1M
- 1.67%
- YTD
- 35.06%
- 6M
- 64.80%
- 1Y
- 99.22%
- 3Y*
- 37.02%
- 5Y*
- 1.73%
- 10Y*
- —
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Return for Risk
HRI.L vs. MNTN.L — Risk / Return Rank
HRI.L
MNTN.L
HRI.L vs. MNTN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Herald Investment Trust (HRI.L) and Schiehallion Fund Ltd (MNTN.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 | MNTN.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 3.14 | -1.87 |
Sortino ratioReturn per unit of downside risk | 1.88 | 4.12 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.60 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.57 | 8.03 | -5.46 |
Martin ratioReturn relative to average drawdown | 6.58 | 20.19 | -13.61 |
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 | MNTN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 3.14 | -1.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.05 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.22 | +0.20 |
Correlation
The correlation between HRI.L and MNTN.L is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
HRI.L vs. MNTN.L - Dividend Comparison
Neither HRI.L nor MNTN.L has paid dividends to shareholders.
Drawdowns
HRI.L vs. MNTN.L - Drawdown Comparison
The maximum HRI.L drawdown since its inception was -81.68%, roughly equal to the maximum MNTN.L drawdown of -83.70%. Use the drawdown chart below to compare losses from any high point for HRI.L and MNTN.L.
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Drawdown Indicators
| HRI.L | MNTN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.68% | -85.14% | +3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.66% | -13.23% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -40.68% | -85.14% | +44.46% |
Max Drawdown (10Y)Largest decline over 10 years | -41.37% | — | — |
Current DrawdownCurrent decline from peak | -5.30% | -36.49% | +31.19% |
Average DrawdownAverage peak-to-trough decline | -25.28% | -38.73% | +13.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 5.62% | -1.72% |
Volatility
HRI.L vs. MNTN.L - Volatility Comparison
The current volatility for Herald Investment Trust (HRI.L) is 7.11%, while Schiehallion Fund Ltd (MNTN.L) has a volatility of 11.57%. This indicates that HRI.L experiences smaller price fluctuations and is considered to be less risky than MNTN.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 | MNTN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 11.57% | -4.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.70% | 23.54% | -8.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.63% | 31.39% | -10.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.28% | 38.49% | -16.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.50% | 33.43% | -9.93% |
Financials
HRI.L vs. MNTN.L - Financials Comparison
This section allows you to compare key financial metrics between Herald Investment Trust and Schiehallion Fund Ltd. 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