PortfoliosLab logoPortfoliosLab logo
MUT.L vs. MYI.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MUT.L vs. MYI.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Murray Income Trust (MUT.L) and Murray International Trust (MYI.L). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

MUT.L vs. MYI.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MUT.L
Murray Income Trust
-2.30%16.94%-1.15%7.33%216.52%14.08%-2.43%28.34%-4.55%14.92%
MYI.L
Murray International Trust
1.53%35.95%4.54%1.05%20.72%7.24%-5.25%16.45%-6.75%11.05%

Fundamentals

Market Cap

MUT.L:

£860.20M

MYI.L:

£1.99B

EPS

MUT.L:

£1.48

MYI.L:

£0.80

PE Ratio

MUT.L:

5.96

MYI.L:

4.21

PEG Ratio

MUT.L:

0.40

MYI.L:

0.11

PS Ratio

MUT.L:

5.42

MYI.L:

3.87

PB Ratio

MUT.L:

0.91

MYI.L:

1.04

Total Revenue (TTM)

MUT.L:

£160.07M

MYI.L:

£516.66M

Gross Profit (TTM)

MUT.L:

£158.43M

MYI.L:

£508.77M

EBITDA (TTM)

MUT.L:

£125.16M

MYI.L:

£396.31M

Returns By Period

In the year-to-date period, MUT.L achieves a -2.30% return, which is significantly lower than MYI.L's 1.53% return. Over the past 10 years, MUT.L has outperformed MYI.L with an annualized return of 21.48%, while MYI.L has yielded a comparatively lower 11.60% annualized return.


MUT.L

1D
0.68%
1M
-10.72%
YTD
-2.30%
6M
0.92%
1Y
11.90%
3Y*
5.92%
5Y*
33.62%
10Y*
21.48%

MYI.L

1D
1.05%
1M
-6.90%
YTD
1.53%
6M
12.67%
1Y
33.33%
3Y*
12.95%
5Y*
11.69%
10Y*
11.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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

MUT.L vs. MYI.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MUT.L
MUT.L Risk / Return Rank: 6666
Overall Rank
MUT.L Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
MUT.L Sortino Ratio Rank: 6161
Sortino Ratio Rank
MUT.L Omega Ratio Rank: 6363
Omega Ratio Rank
MUT.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
MUT.L Martin Ratio Rank: 7171
Martin Ratio Rank

MYI.L
MYI.L Risk / Return Rank: 9393
Overall Rank
MYI.L Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
MYI.L Sortino Ratio Rank: 9494
Sortino Ratio Rank
MYI.L Omega Ratio Rank: 9494
Omega Ratio Rank
MYI.L Calmar Ratio Rank: 8888
Calmar Ratio Rank
MYI.L Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MUT.L vs. MYI.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Murray Income Trust (MUT.L) and Murray International Trust (MYI.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.LMYI.LDifference

Sharpe ratio

Return per unit of total volatility

0.86

2.52

-1.67

Sortino ratio

Return per unit of downside risk

1.20

3.37

-2.17

Omega ratio

Gain probability vs. loss probability

1.17

1.48

-0.30

Calmar ratio

Return relative to maximum drawdown

0.99

3.61

-2.62

Martin ratio

Return relative to average drawdown

3.56

14.40

-10.84

MUT.L vs. MYI.L - Sharpe Ratio Comparison

The current MUT.L Sharpe Ratio is 0.86, which is lower than the MYI.L Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of MUT.L and MYI.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


MUT.LMYI.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

2.52

-1.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

0.78

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.66

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.61

-0.32

Correlation

The correlation between MUT.L and MYI.L is 0.57, 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. MYI.L - Dividend Comparison

MUT.L's dividend yield for the trailing twelve months is around 4.53%, more than MYI.L's 3.59% yield.


TTM20252024202320222021202020192018201720162015
MUT.L
Murray Income Trust
4.53%4.38%4.71%4.48%76.11%3.29%4.63%3.82%4.57%4.23%4.45%4.76%
MYI.L
Murray International Trust
3.59%3.58%4.54%4.34%4.12%4.71%4.73%4.17%4.51%3.82%3.91%5.55%

Drawdowns

MUT.L vs. MYI.L - Drawdown Comparison

The maximum MUT.L drawdown since its inception was -73.11%, which is greater than MYI.L's maximum drawdown of -48.60%. Use the drawdown chart below to compare losses from any high point for MUT.L and MYI.L.


Loading graphics...

Drawdown Indicators


MUT.LMYI.LDifference

Max Drawdown

Largest peak-to-trough decline

-73.11%

-48.60%

-24.51%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-9.24%

-2.39%

Max Drawdown (5Y)

Largest decline over 5 years

-18.15%

-18.21%

+0.06%

Max Drawdown (10Y)

Largest decline over 10 years

-35.97%

-39.23%

+3.26%

Current Drawdown

Current decline from peak

-10.72%

-8.29%

-2.43%

Average Drawdown

Average peak-to-trough decline

-10.39%

-8.60%

-1.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

2.31%

+0.92%

Volatility

MUT.L vs. MYI.L - Volatility Comparison

The current volatility for Murray Income Trust (MUT.L) is 5.19%, while Murray International Trust (MYI.L) has a volatility of 5.87%. This indicates that MUT.L experiences smaller price fluctuations and is considered to be less risky than MYI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


MUT.LMYI.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.19%

5.87%

-0.68%

Volatility (6M)

Calculated over the trailing 6-month period

9.40%

9.07%

+0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

13.88%

13.57%

+0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

101.30%

14.98%

+86.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

72.86%

17.45%

+55.41%

Financials

MUT.L vs. MYI.L - Financials Comparison

This section allows you to compare key financial metrics between Murray Income Trust and Murray International 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-100.00M0.00100.00M200.00M300.00M20212022202320242025
77.75M
261.98M
(MUT.L) Total Revenue
(MYI.L) Total Revenue
Values in GBp except per share items

MUT.L vs. MYI.L - Profitability Comparison

The chart below illustrates the profitability comparison between Murray Income Trust and Murray International Trust over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

92.0%94.0%96.0%98.0%100.0%20212022202320242025
97.9%
98.4%
Portfolio components
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%.

MYI.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Murray International Trust reported a gross profit of 257.68M and revenue of 261.98M. Therefore, the gross margin over that period was 98.4%.

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%.

MYI.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Murray International Trust reported an operating income of 257.68M and revenue of 261.98M, resulting in an operating margin of 98.4%.

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%.

MYI.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Murray International Trust reported a net income of 252.75M and revenue of 261.98M, resulting in a net margin of 96.5%.