MGCI.L vs. BATS.L
MGCI.L (M&G Credit Income Investment Trust plc) and BATS.L (British American Tobacco plc) are both stocks. MGCI.L operates in Collective Investments (Financial Services), while BATS.L operates in Tobacco (Consumer Defensive). Over the past 5 years, MGCI.L returned 6.60%/yr vs 18.78%/yr for BATS.L. At a 0.07 correlation, their price movements are largely independent.
Performance
MGCI.L vs. BATS.L - Performance Comparison
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Returns By Period
In the year-to-date period, MGCI.L achieves a -0.27% return, which is significantly lower than BATS.L's 6.00% return.
MGCI.L
- 1D
- -0.76%
- 1M
- 1.67%
- YTD
- -0.27%
- 6M
- 0.79%
- 1Y
- 3.38%
- 3Y*
- 8.71%
- 5Y*
- 6.60%
- 10Y*
- —
BATS.L
- 1D
- 1.94%
- 1M
- 0.32%
- YTD
- 6.00%
- 6M
- 5.80%
- 1Y
- 33.89%
- 3Y*
- 28.98%
- 5Y*
- 18.78%
- 10Y*
- 7.00%
MGCI.L vs. BATS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MGCI.L M&G Credit Income Investment Trust plc | -0.27% | 7.01% | 15.73% | 8.47% | -2.69% | 13.13% | -9.61% | 5.51% | -0.10% |
BATS.L British American Tobacco plc | 6.00% | 56.35% | 37.24% | -23.51% | 28.17% | 9.10% | -9.61% | 38.29% | -9.53% |
Correlation
The correlation between MGCI.L and BATS.L is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2018 | 0.07 |
Fundamentals
MGCI.L:
£0.06
BATS.L:
£4.91
MGCI.L:
16.46
BATS.L:
8.97
MGCI.L:
0.56
BATS.L:
0.33
MGCI.L:
13.52
BATS.L:
1.88
MGCI.L:
£10.90M
BATS.L:
£51.48B
MGCI.L:
£10.90M
BATS.L:
£35.04B
MGCI.L:
£0.00
BATS.L:
£17.11B
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Return for Risk
MGCI.L vs. BATS.L — Risk / Return Rank
MGCI.L
BATS.L
MGCI.L vs. BATS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for M&G Credit Income Investment Trust plc (MGCI.L) and British American Tobacco plc (BATS.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.
| MGCI.L | BATS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 2.46 | -1.96 |
| Martin ratioReturn relative to average drawdown | 1.73 | 5.98 | -4.25 |
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
| MGCI.L | BATS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.49 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.91 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.40 | -0.19 |
Drawdowns
MGCI.L vs. BATS.L - Drawdown Comparison
The maximum MGCI.L drawdown since its inception was -33.99%, smaller than the maximum BATS.L drawdown of -54.44%. Use the drawdown chart below to compare losses from any high point for MGCI.L and BATS.L.
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Drawdown Indicators
| MGCI.L | BATS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.99% | -54.44% | +20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -6.67% | -13.70% | +7.03% |
Max Drawdown (3Y)Largest decline over 3 years | -8.60% | -14.78% | +6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -14.68% | -29.68% | +15.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -54.44% | — |
Current DrawdownCurrent decline from peak | -1.48% | -11.25% | +9.77% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -15.17% | +11.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 5.65% | -3.70% |
Volatility
MGCI.L vs. BATS.L - Volatility Comparison
The current volatility for M&G Credit Income Investment Trust plc (MGCI.L) is 5.82%, while British American Tobacco plc (BATS.L) has a volatility of 10.27%. This indicates that MGCI.L experiences smaller price fluctuations and is considered to be less risky than BATS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MGCI.L | BATS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 10.27% | -4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.69% | 18.24% | -7.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.66% | 22.87% | -11.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 20.56% | -0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.09% | 23.91% | -1.82% |
Dividends
MGCI.L vs. BATS.L - Dividend Comparison
MGCI.L's dividend yield for the trailing twelve months is around 8.09%, more than BATS.L's 5.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BATS.L British American Tobacco plc | 5.48% | 5.70% | 8.18% | 10.06% | 6.64% | 7.89% | 7.77% | 6.28% | 7.81% | 4.35% |
MGCI.L M&G Credit Income Investment Trust plc | 8.09% | 8.26% | 8.88% | 9.03% | 5.10% | 4.23% | 4.33% | 1.97% | 0.00% | 0.00% |
Financials
MGCI.L vs. BATS.L - Financials Comparison
This section allows you to compare key financial metrics between M&G Credit Income Investment Trust plc and British American Tobacco 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
Frequently Asked Questions
MGCI.L and BATS.L have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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