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Financial Services

Scottish Mortgage Investment Trust PLC(STMZF)

Fund

Live Price

Offline

$19.46

-0.05% today

1Y Change

+49.54%

Window

Jun 23, 2025 → Jun 17, 2026

Market Cap
$21.10B
Dividend Yield
0.0%
50-Day Avg
—
Exchange
OTC

Coverage: 205 bars · Jun 23, 2025 → Jun 17, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Scottish Mortgage Investment Trust PLC (STMZF) is a fund with a market cap of $21.10B and listed on OTC. The fund last traded around $19.45 and up 49.5% across the available one-year price window (Jun 23, 2025 → Jun 17, 2026). Stock Foundry combines STMZF price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

STMZF

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

STMZF Max Drawdown

-13.80%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for STMZF and SPY.

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Earnings Reports

No earnings data available
No upcoming earnings in the next 90 days

Next Step

Connect reports to catalysts

Earnings pages get much more useful when they are tied back to upcoming dates, expectations, and peer setups.

Read the earnings calendar guideOpen the calendar screener