NAIT.L vs. BUT.L
Compare and contrast key facts about The North American Income Trust plc (NAIT.L) and Brunner Investment Trust (BUT.L).
Performance
NAIT.L vs. BUT.L - Performance Comparison
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NAIT.L vs. BUT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAIT.L The North American Income Trust plc | 2.17% | 18.23% | 15.96% | 0.17% | 12.88% | 19.01% | -16.13% | 26.13% | -4.03% | 9.52% |
BUT.L Brunner Investment Trust | -3.51% | -1.01% | 24.71% | 20.20% | -6.09% | 31.65% | -3.13% | 34.38% | -8.17% | 30.61% |
Fundamentals
NAIT.L:
£0.71
BUT.L:
£2.78
NAIT.L:
5.28
BUT.L:
4.95
NAIT.L:
0.05
BUT.L:
0.02
NAIT.L:
4.62
BUT.L:
4.48
NAIT.L:
£106.65M
BUT.L:
£132.64M
NAIT.L:
£102.36M
BUT.L:
£130.03M
NAIT.L:
£49.03M
BUT.L:
£46.89M
Returns By Period
In the year-to-date period, NAIT.L achieves a 2.17% return, which is significantly higher than BUT.L's -3.51% return. Over the past 10 years, NAIT.L has underperformed BUT.L with an annualized return of 11.79%, while BUT.L has yielded a comparatively higher 12.86% annualized return.
NAIT.L
- 1D
- 0.94%
- 1M
- -7.84%
- YTD
- 2.17%
- 6M
- 8.04%
- 1Y
- 21.66%
- 3Y*
- 14.61%
- 5Y*
- 11.78%
- 10Y*
- 11.79%
BUT.L
- 1D
- 0.59%
- 1M
- -8.52%
- YTD
- -3.51%
- 6M
- -4.03%
- 1Y
- 9.22%
- 3Y*
- 10.89%
- 5Y*
- 10.95%
- 10Y*
- 12.86%
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Return for Risk
NAIT.L vs. BUT.L — Risk / Return Rank
NAIT.L
BUT.L
NAIT.L vs. BUT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The North American Income Trust plc (NAIT.L) and Brunner Investment Trust (BUT.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.
| NAIT.L | BUT.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.54 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.87 | 0.85 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.12 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 0.66 | +1.11 |
Martin ratioReturn relative to average drawdown | 6.58 | 2.44 | +4.14 |
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
| NAIT.L | BUT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.54 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.58 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.65 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.45 | -0.18 |
Correlation
The correlation between NAIT.L and BUT.L is 0.35, 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
NAIT.L vs. BUT.L - Dividend Comparison
NAIT.L's dividend yield for the trailing twelve months is around 3.32%, more than BUT.L's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAIT.L The North American Income Trust plc | 3.32% | 4.13% | 2.85% | 4.76% | 3.78% | 3.64% | 3.97% | 2.87% | 3.23% | 2.78% | 2.71% | 3.72% |
BUT.L Brunner Investment Trust | 1.82% | 1.73% | 1.62% | 1.89% | 2.11% | 1.82% | 2.32% | 2.19% | 2.61% | 2.12% | 2.57% | 2.87% |
Drawdowns
NAIT.L vs. BUT.L - Drawdown Comparison
The maximum NAIT.L drawdown since its inception was -52.57%, smaller than the maximum BUT.L drawdown of -64.93%. Use the drawdown chart below to compare losses from any high point for NAIT.L and BUT.L.
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Drawdown Indicators
| NAIT.L | BUT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.57% | -64.93% | +12.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -12.17% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -17.24% | -24.93% | +7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -37.10% | -37.37% | +0.27% |
Current DrawdownCurrent decline from peak | -7.96% | -8.52% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -13.36% | -14.67% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.15% | -0.20% |
Volatility
NAIT.L vs. BUT.L - Volatility Comparison
The current volatility for The North American Income Trust plc (NAIT.L) is 4.97%, while Brunner Investment Trust (BUT.L) has a volatility of 6.08%. This indicates that NAIT.L experiences smaller price fluctuations and is considered to be less risky than BUT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAIT.L | BUT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 6.08% | -1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 10.19% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 17.09% | -0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 18.85% | -1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 19.82% | -0.15% |
Financials
NAIT.L vs. BUT.L - Financials Comparison
This section allows you to compare key financial metrics between The North American Income Trust plc and Brunner 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