MNTN.L vs. SMT.L
Compare and contrast key facts about Schiehallion Fund Ltd (MNTN.L) and Scottish Mortgage Investment Trust plc (SMT.L).
SMT.L is an actively managed fund by Baillie Gifford Funds. It was launched on Mar 31, 2023.
Performance
MNTN.L vs. SMT.L - Performance Comparison
Loading graphics...
MNTN.L vs. SMT.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% |
SMT.L Scottish Mortgage Investment Trust plc | 4.92% | 34.13% | 16.77% | 18.39% | -51.51% | 9.46% | 116.94% | 19.46% |
Different Trading Currencies
MNTN.L is traded in USD, while SMT.L is traded in GBp. To make them comparable, the SMT.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MNTN.L achieves a 32.86% return, which is significantly higher than SMT.L's 4.92% 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*
- —
SMT.L
- 1D
- 6.36%
- 1M
- 3.31%
- YTD
- 4.92%
- 6M
- 9.30%
- 1Y
- 36.86%
- 3Y*
- 26.65%
- 5Y*
- 1.24%
- 10Y*
- 16.79%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MNTN.L vs. SMT.L — Risk / Return Rank
MNTN.L
SMT.L
MNTN.L vs. SMT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schiehallion Fund Ltd (MNTN.L) and Scottish Mortgage Investment Trust plc (SMT.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 | SMT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.37 | 1.53 | +1.84 |
Sortino ratioReturn per unit of downside risk | 4.46 | 2.17 | +2.29 |
Omega ratioGain probability vs. loss probability | 1.70 | 1.28 | +0.41 |
Calmar ratioReturn relative to maximum drawdown | 8.06 | 2.89 | +5.17 |
Martin ratioReturn relative to average drawdown | 18.97 | 8.85 | +10.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MNTN.L | SMT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.37 | 1.53 | +1.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.04 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.42 | -0.19 |
Correlation
The correlation between MNTN.L and SMT.L is 0.08, 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. SMT.L - Dividend Comparison
MNTN.L has not paid dividends to shareholders, while SMT.L's dividend yield for the trailing twelve months is around 0.35%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNTN.L Schiehallion Fund Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SMT.L Scottish Mortgage Investment Trust plc | 0.35% | 0.37% | 0.44% | 0.51% | 0.51% | 0.26% | 0.27% | 0.54% | 0.66% | 0.67% | 0.93% | 1.05% |
Drawdowns
MNTN.L vs. SMT.L - Drawdown Comparison
The maximum MNTN.L drawdown since its inception was -85.14%, which is greater than SMT.L's maximum drawdown of -71.48%. Use the drawdown chart below to compare losses from any high point for MNTN.L and SMT.L.
Loading graphics...
Drawdown Indicators
| MNTN.L | SMT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.14% | -62.61% | -22.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -13.50% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -85.14% | -60.11% | -25.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.11% | — |
Current DrawdownCurrent decline from peak | -36.49% | -16.77% | -19.72% |
Average DrawdownAverage peak-to-trough decline | -38.73% | -16.09% | -22.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.62% | 3.76% | +1.86% |
Volatility
MNTN.L vs. SMT.L - Volatility Comparison
Schiehallion Fund Ltd (MNTN.L) has a higher volatility of 11.29% compared to Scottish Mortgage Investment Trust plc (SMT.L) at 9.88%. This indicates that MNTN.L's price experiences larger fluctuations and is considered to be riskier than SMT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MNTN.L | SMT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.29% | 9.88% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 22.85% | 17.03% | +5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.77% | 23.98% | +6.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.70% | 31.96% | +5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.40% | 30.26% | +2.14% |