The historical rank and industry rank for Chelverton UK Dividend Trust's ROE % or its related term are showing as below:
LSE:SDV'
s ROE % Range Over the Past 10 Years
Min: -45.55 Med: -3.54 Max: 63.71
Current: 0.49
During the past 13 years, Chelverton UK Dividend Trust's highest ROE % was 63.71%. The lowest was -45.55%. And the median was -3.54%.
LSE:SDV's ROE % is ranked worse than 73.08% of 1612
companies
in the Asset Management industry
Industry Median: 6.395
vs LSE:SDV: 0.49
Chelverton UK Dividend Trust (LSE:SDV) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Oct. 2025) net income data. The Revenue data used here is two times the semi-annual (Oct. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
Chelverton UK Dividend Trust ROE % Related Terms
Chelverton UK Dividend Trust ROE % Historical Data
* 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.
For the Asset Management subindustry, Chelverton UK Dividend Trust's ROE %, along with its competitors' market caps and ROE % 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.
Chelverton UK Dividend Trust ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Chelverton UK Dividend Trust's ROE % distribution charts can be found below:
* The bar in red indicates where Chelverton UK Dividend Trust's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Oct. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Chelverton UK Dividend Trust (LSE:SDV) has a ROE % of 25.58% as of Oct. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Chelverton UK Dividend Trust and its competitors. According to the industry distribution chart, Chelverton UK Dividend Trust ranks #1178 out of 1612 companies in the Asset Management industry, placing it in the top 73.1%.
Is Chelverton UK Dividend Trust's ROE % too high?
Chelverton UK Dividend Trust's current ROE % is 25.58%. The Asset Management industry median ROE % is 6.40. Chelverton UK Dividend Trust's value of 25.58% is 300% above this industry median. Based on the distribution chart, Chelverton UK Dividend Trust ranks #1178 out of 1612 companies in the Asset Management industry, which is below the industry midpoint. Overall, Chelverton UK Dividend Trust has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does Chelverton UK Dividend Trust's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Chelverton UK Dividend Trust ranks #1178 out of 1612 companies for ROE %. This places Chelverton UK Dividend Trust in the lower half of its industry. The industry median ROE % is 6.40. Chelverton UK Dividend Trust's value of 25.58% is 300% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.40, based on 1,612 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chelverton UK Dividend Trust's current ROE % of 25.58% is 300% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Chelverton UK Dividend Trust and its competitors. For the Asset Management industry, the median ROE % is 6.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chelverton UK Dividend Trust's current ROE % is 25.58%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chelverton UK Dividend Trust stock overvalued right now?
Chelverton UK Dividend Trust (LSE:SDV) has a current ROE % of 25.58%. The current ROE % is 25.58% and 300% above the Asset Management industry median of 6.40. Chelverton UK Dividend Trust's overall GF Score™ is 42/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Chelverton UK Dividend Trust (LSE:SDV), the current ROE % is 25.58% as of Oct. 2025. 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.
Chelverton UK Dividend Trust PLC is a closed-ended investment trust. The principal activity of the company is to carry on business as an investment trust. It focuses on private clients, financial intermediaries, institutional investors, and family offices. Its investment objective is to provide ordinary shareholders with a high income and opportunity for capital growth, having a capital return sufficient to repay the full final capital entitlement of the Zero Dividend Preference shares. The company invests in various sectors such as Support and Financial Services, Travel and Leisure, General Retailer, Household Goods and Home Construction, Industrial Engineering, and others.
42GF Score
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