MUT.L vs. MRCH.L
Compare and contrast key facts about Murray Income Trust (MUT.L) and Merchants Trust plc (MRCH.L).
Performance
MUT.L vs. MRCH.L - Performance Comparison
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MUT.L vs. MRCH.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUT.L Murray Income Trust | -0.97% | 16.94% | -1.15% | 7.33% | 216.52% | 14.08% | -2.43% | 28.34% | -4.55% | 14.92% |
MRCH.L Merchants Trust plc | 1.49% | 14.08% | 3.96% | 4.69% | 5.47% | 32.06% | -14.30% | 28.41% | -3.09% | 15.75% |
Fundamentals
MUT.L:
£871.89M
MRCH.L:
£887.58M
MUT.L:
£1.48
MRCH.L:
£0.96
MUT.L:
6.04
MRCH.L:
6.21
MUT.L:
0.40
MRCH.L:
0.17
MUT.L:
5.49
MRCH.L:
5.38
MUT.L:
0.92
MRCH.L:
1.02
MUT.L:
£160.07M
MRCH.L:
£165.02M
MUT.L:
£158.43M
MRCH.L:
£161.71M
MUT.L:
£125.16M
MRCH.L:
-£7.77M
Returns By Period
In the year-to-date period, MUT.L achieves a -0.97% return, which is significantly lower than MRCH.L's 1.49% return. Over the past 10 years, MUT.L has outperformed MRCH.L with an annualized return of 21.64%, while MRCH.L has yielded a comparatively lower 9.81% annualized return.
MUT.L
- 1D
- 1.36%
- 1M
- -7.45%
- YTD
- -0.97%
- 6M
- 1.27%
- 1Y
- 13.01%
- 3Y*
- 6.40%
- 5Y*
- 33.98%
- 10Y*
- 21.64%
MRCH.L
- 1D
- 1.87%
- 1M
- -6.85%
- YTD
- 1.49%
- 6M
- 9.23%
- 1Y
- 20.35%
- 3Y*
- 6.90%
- 5Y*
- 8.96%
- 10Y*
- 9.81%
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Return for Risk
MUT.L vs. MRCH.L — Risk / Return Rank
MUT.L
MRCH.L
MUT.L vs. MRCH.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Murray Income Trust (MUT.L) and Merchants Trust plc (MRCH.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.
| MUT.L | MRCH.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.32 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.79 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.65 | -0.53 |
Martin ratioReturn relative to average drawdown | 4.05 | 5.94 | -1.89 |
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
| MUT.L | MRCH.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.32 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.52 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.48 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.08 | +0.21 |
Correlation
The correlation between MUT.L and MRCH.L is 0.62, 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.
Dividends
MUT.L vs. MRCH.L - Dividend Comparison
MUT.L's dividend yield for the trailing twelve months is around 4.47%, less than MRCH.L's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUT.L Murray Income Trust | 4.47% | 4.38% | 4.71% | 4.48% | 76.11% | 3.29% | 4.63% | 3.82% | 4.57% | 4.23% | 4.45% | 4.76% |
MRCH.L Merchants Trust plc | 4.90% | 4.90% | 5.21% | 5.04% | 4.88% | 4.87% | 6.09% | 4.77% | 5.53% | 4.92% | 5.30% | 5.55% |
Drawdowns
MUT.L vs. MRCH.L - Drawdown Comparison
The maximum MUT.L drawdown since its inception was -73.11%, smaller than the maximum MRCH.L drawdown of -996.19%. Use the drawdown chart below to compare losses from any high point for MUT.L and MRCH.L.
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Drawdown Indicators
| MUT.L | MRCH.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.11% | -996.19% | +923.08% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -12.46% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -18.15% | -18.91% | +0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -35.97% | -45.98% | +10.01% |
Current DrawdownCurrent decline from peak | -9.50% | -9.12% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -68.86% | +58.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.46% | -0.25% |
Volatility
MUT.L vs. MRCH.L - Volatility Comparison
The current volatility for Murray Income Trust (MUT.L) is 4.57%, while Merchants Trust plc (MRCH.L) has a volatility of 5.55%. This indicates that MUT.L experiences smaller price fluctuations and is considered to be less risky than MRCH.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MUT.L | MRCH.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 5.55% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 10.38% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.89% | 15.30% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 101.30% | 17.23% | +84.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.85% | 20.41% | +52.44% |
Financials
MUT.L vs. MRCH.L - Financials Comparison
This section allows you to compare key financial metrics between Murray Income Trust and Merchants 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
MUT.L vs. MRCH.L - Profitability Comparison
MUT.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Murray Income Trust reported a gross profit of 76.10M and revenue of 77.75M. Therefore, the gross margin over that period was 97.9%.
MRCH.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Merchants Trust plc reported a gross profit of 50.95M and revenue of 50.95M. Therefore, the gross margin over that period was 100.0%.
MUT.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Murray Income Trust reported an operating income of 75.14M and revenue of 77.75M, resulting in an operating margin of 96.6%.
MRCH.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Merchants Trust plc reported an operating income of 48.62M and revenue of 50.95M, resulting in an operating margin of 95.4%.
MUT.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Murray Income Trust reported a net income of 73.75M and revenue of 77.75M, resulting in a net margin of 94.9%.
MRCH.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Merchants Trust plc reported a net income of 45.36M and revenue of 50.95M, resulting in a net margin of 89.0%.