MNTN.L vs. HRI.L
Compare and contrast key facts about Schiehallion Fund Ltd (MNTN.L) and Herald Investment Trust (HRI.L).
Performance
MNTN.L vs. HRI.L - Performance Comparison
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MNTN.L vs. HRI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MNTN.L Schiehallion Fund Ltd | 32.86% | 29.82% | 47.30% | -21.28% | -66.78% | 101.42% | 16.60% | 7.11% |
HRI.L Herald Investment Trust | 2.78% | 6.44% | 24.32% | 13.55% | -36.47% | 10.57% | 56.34% | 23.41% |
Different Trading Currencies
MNTN.L is traded in USD, while HRI.L is traded in GBp. To make them comparable, the HRI.L values have been converted to USD using the latest available exchange rates.
Fundamentals
MNTN.L:
$0.40
HRI.L:
£4.68
MNTN.L:
4.74
HRI.L:
5.34
MNTN.L:
0.01
HRI.L:
0.13
MNTN.L:
4.48
HRI.L:
4.93
MNTN.L:
$427.52M
HRI.L:
£252.02M
MNTN.L:
$287.42M
HRI.L:
£232.27M
MNTN.L:
$133.19M
HRI.L:
£120.46M
Returns By Period
In the year-to-date period, MNTN.L achieves a 32.86% return, which is significantly higher than HRI.L's 2.78% return.
MNTN.L
- 1D
- 4.44%
- 1M
- 0.53%
- YTD
- 32.86%
- 6M
- 62.07%
- 1Y
- 104.35%
- 3Y*
- 40.35%
- 5Y*
- 0.87%
- 10Y*
- —
HRI.L
- 1D
- 4.20%
- 1M
- -2.31%
- YTD
- 2.78%
- 6M
- -0.07%
- 1Y
- 30.13%
- 3Y*
- 15.43%
- 5Y*
- 2.90%
- 10Y*
- 13.07%
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Return for Risk
MNTN.L vs. HRI.L — Risk / Return Rank
MNTN.L
HRI.L
MNTN.L vs. HRI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schiehallion Fund Ltd (MNTN.L) and Herald Investment Trust (HRI.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.
| MNTN.L | HRI.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.37 | 1.34 | +2.04 |
Sortino ratioReturn per unit of downside risk | 4.46 | 1.94 | +2.52 |
Omega ratioGain probability vs. loss probability | 1.70 | 1.25 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 8.06 | 2.48 | +5.58 |
Martin ratioReturn relative to average drawdown | 18.97 | 6.76 | +12.21 |
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
| MNTN.L | HRI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.37 | 1.34 | +2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.12 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.32 | -0.08 |
Correlation
The correlation between MNTN.L and HRI.L is 0.09, 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
MNTN.L vs. HRI.L - Dividend Comparison
Neither MNTN.L nor HRI.L has paid dividends to shareholders.
Drawdowns
MNTN.L vs. HRI.L - Drawdown Comparison
The maximum MNTN.L drawdown since its inception was -85.14%, which is greater than HRI.L's maximum drawdown of -72.21%. Use the drawdown chart below to compare losses from any high point for MNTN.L and HRI.L.
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Drawdown Indicators
| MNTN.L | HRI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.14% | -81.68% | -3.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -12.66% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -85.14% | -40.68% | -44.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.37% | — |
Current DrawdownCurrent decline from peak | -36.49% | -5.30% | -31.19% |
Average DrawdownAverage peak-to-trough decline | -38.73% | -25.28% | -13.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 3.90% | +1.72% |
Volatility
MNTN.L vs. HRI.L - Volatility Comparison
Schiehallion Fund Ltd (MNTN.L) has a higher volatility of 11.29% compared to Herald Investment Trust (HRI.L) at 7.68%. This indicates that MNTN.L's price experiences larger fluctuations and is considered to be riskier than HRI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNTN.L | HRI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.29% | 7.68% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 22.85% | 15.41% | +7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.77% | 22.48% | +8.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.70% | 24.99% | +12.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.40% | 26.48% | +5.92% |
Financials
MNTN.L vs. HRI.L - Financials Comparison
This section allows you to compare key financial metrics between Schiehallion Fund Ltd and Herald Investment Trust. 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