Montanaro UK Smaller Inv Tr (LSE:MTU) Volatility: 19.24% (As of Jul. 14, 2026)

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LSE:MTU Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
35 GF Score
Price £1.07
! 3 Warning Signs
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What is Montanaro UK Smaller Inv Tr Volatility?

Montanaro UK Smaller Inv Tr LSE:MTU 35 Volatility is 19.24% as of Jul. 14, 2026. GuruFocus rates LSE:MTU with a GF Score™ of 35/100. The stock has 3 warning signs investors should review.

Volatility is a statistical measure of the dispersion of returns for a given security or market index, it shows how the price swings around its mean. The volatility here is measured as the annualized standard deviation between monthly returns from the security over the past year. In most cases, the higher the volatility, the riskier the security.

As of today (2026-07-14), Montanaro UK Smaller Inv Tr's Volatility is 19.24%.

Montanaro UK Smaller Inv Tr  (LSE:MTU) Volatility Explanation

Volatility is a statistical measure of the dispersion of returns for a given security or market index. It’s often measured as standard deviation or variance of historical returns over a certain period. The volatility here is measured as the annualized standard deviation between monthly returns from the security over the past year.

Volatility reflects the uncertainty or risk of a security’s value. Generally speaking, a higher volatility suggests a higher risk, because it implies a wider fluctuation around average price. This means the price of the security can change dramatically in either direction within a short period. Conversely, a lower volatility means that the security's price is more steady, which suggests a lower risk.

Another measurement of relative volatility is Beta. Beta is a measure of systematic risk of a security or a portfolio in comparison to the market as a whole. Beta is usually compared to 1. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Montanaro UK Smaller Inv Tr Volatility Related Terms

LSE:MTU vs BLK, BX, KKR: Volatility Comparison

For the Asset Management subindustry, Montanaro UK Smaller Inv Tr's Volatility, along with its competitors' market caps and Volatility data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Montanaro UK Smaller Inv Tr Volatility vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Montanaro UK Smaller Inv Tr's Volatility distribution charts can be found below:

* The bar in red indicates where Montanaro UK Smaller Inv Tr's Volatility falls into.


LSE:MTU
35GF Score
Montanaro UK Smaller Companies Inv Tr PLC LSE:MTU
Volatility is just one metric. See GF Score™, valuation, warning signs, and more.
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Montanaro UK Smaller Inv Tr  (LSE:MTU) Volatility Calculation

The annualized volatility is calculated as following:

σA=σM * √12
=√ 1/(n-1) ∑(Ri - R')^2 * √12

Where: σM is the monthly volatility, n is the number of months in the period, Ri is the security's historical monthly returns and R' is the arithmetic mean of monthly returns.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Volatility →
What does a Volatility of 19.24% mean?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a Volatility of 19.24% as of Jul. 14, 2026. Volatility is measured as the annualized standard deviation between monthly returns from the security over the past year. View historical data on Montanaro UK Smaller Inv Tr and its competitors.
Is Montanaro UK Smaller Inv Tr's Volatility too high?
Montanaro UK Smaller Inv Tr's current Volatility is 19.24%. Overall, Montanaro UK Smaller Inv Tr has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Montanaro UK Smaller Inv Tr's Volatility compare to BLK and BX?
Montanaro UK Smaller Inv Tr's Volatility of 19.24% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Volatility for an Asset Management company?
A good Volatility depends on the Asset Management industry context. However, Volatility should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Volatility mean?
A high Volatility can signal that a stock is expensive relative to its fundamentals. Volatility is measured as the annualized standard deviation between monthly returns from the security over the past year. View historical data on Montanaro UK Smaller Inv Tr and its competitors. Montanaro UK Smaller Inv Tr's current Volatility is 19.24%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Montanaro UK Smaller Inv Tr stock overvalued right now?
Montanaro UK Smaller Inv Tr (LSE:MTU) has a current Volatility of 19.24%. The current Volatility is 19.24%. Montanaro UK Smaller Inv Tr's overall GF Score™ is 35/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Volatility calculated?
Volatility is calculated from a company's financial statements. For Montanaro UK Smaller Inv Tr (LSE:MTU), the current Volatility is 19.24% as of Jul. 14, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Montanaro UK Smaller Inv Tr Business Description

Address 53 Threadneedle Street, London, GBR, EC2R 8AR
Montanaro UK Smaller Companies Inv Tr PLC is a United Kingdom-based company. Its investment objective is capital appreciation through investing in small quoted companies, which are listed on the London Stock Exchange or traded on the Alternative Investment Market and to outperform its benchmark, the Deutsche Numis Smaller Companies Index. The company seeks to achieve its objective by investing in a diversified portfolio of quoted UK small companies.
35GF Score

Get the complete analysis for LSE:MTU

Volatility is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£1.07
Price