Edinburgh Worldwide Investment Trust plc

Edinburgh Worldwide Investment Trust plcverified

EWI.L

Price:

$171.6

Market Cap:

$653.09M

Edinburgh Worldwide Investment Trust plc is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies that are operating across diversified sectors. It primarily invests in growth stocks of small cap companies having market capitalization of less than $5 billion. The fund benchmarks the performance of its portfolio against the MSCI All Countries World Index. Edinburgh Worldwide Investment Trust plc was formed in 1998 and is domiciled in the United Kingdom.[Read more]

Industry

Asset Management

IPO Date

1972-09-29

Stock Exchange

LSE

Ticker

EWI.L

The ROE as of November 2024 (TTM) for Edinburgh Worldwide Investment Trust plc (EWI.L) is -24.82%

According to Edinburgh Worldwide Investment Trust plc’s latest financial reports and current stock price. The company's current ROE is -24.82%. This represents a change of 284.93% compared to the average of -6.45% of the last 4 quarters.

Edinburgh Worldwide Investment Trust plc (EWI.L) Historical ROE (quarterly & annually)

How has EWI.L ROE performed in the past?

The mean historical ROE of Edinburgh Worldwide Investment Trust plc over the last ten years is 0.67%. The current -24.82% ROE has changed -3788.55% with respect to the historical average. Over the past ten years (40 quarters), EWI.L's ROE was at its highest in in the October 2020 quarter at 23.58%. The ROE was at its lowest in in the April 2022 quarter at -52.20%.

Quarterly (TTM)
Annual

Average

0.67%

Median

9.90%

Minimum

-69.91%

Maximum

32.47%

Edinburgh Worldwide Investment Trust plc (EWI.L) ROE by Quarter and Year

Discovering the peaks and valleys of Edinburgh Worldwide Investment Trust plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 422.50%

Maximum Annual ROE = 32.47%

Minimum Annual Increase = -660.18%

Minimum Annual ROE = -69.91%

Quarterly (TTM)
Annual
YearROEChange
2023-31.22%-55.34%
2022-69.91%-660.18%
202112.48%-61.56%
202032.47%422.50%
20196.21%-39.32%
201810.24%-57.10%
201723.87%55.42%
201615.36%60.70%
20159.56%-510.54%
2014-2.33%-108.78%

Edinburgh Worldwide Investment Trust plc (EWI.L) Average ROE

How has EWI.L ROE performed in the past?

The current ROE of Edinburgh Worldwide Investment Trust plc (EWI.L) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

-29.55%

5-year avg

-9.99%

10-year avg

0.67%

Edinburgh Worldwide Investment Trust plc (EWI.L) ROE vs. Peers

How is EWI.L’s ROE compared to its peers?

Edinburgh Worldwide Investment Trust plc’s ROE is less than The Monks Investment Trust PLC (27.20%), less than Allianz Technology Trust PLC (39.29%), less than Pacific Horizon Investment Trust PLC (4.68%), less than Scottish Mortgage Investment Trust PLC (9.93%), less than Baillie Gifford US Growth Trust PLC (14.55%),

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