What is Aberdeen Japan Equity Fund 3-Year Sharpe Ratio?
The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2025-07-18), Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio is 0.40.
Competitive Comparison of Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio
For the Asset Management subindustry, Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe Ratio 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.
Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio Distribution in the Asset Management Industry
For the Asset Management industry and Financial Services sector, Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio falls into.
Aberdeen Japan Equity Fund 3-Year Sharpe Ratio Calculation
The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.
Aberdeen Japan Equity Fund (NYSE:JEQ) 3-Year Sharpe Ratio Explanation
The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Aberdeen Japan Equity Fund 3-Year Sharpe Ratio Related Terms
Thank you for viewing the detailed overview of Aberdeen Japan Equity Fund's 3-Year Sharpe Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.
Aberdeen Japan Equity Fund Inc is a United States-based closed-end diversified management investment company. Its investment objective is to outperform over the long term, on a total return basis (including appreciation and dividends), the Tokyo Stock Price Index ("TOPIX"). The fund seeks to achieve its investment objective by investing a majority of its assets, in equity securities of companies listed on the Tokyo Stock Exchange or listed on the over-the-counter market in Japan or listed on other stock exchanges in Japan. The portfolio of investments is spread across Consumer Discretionary, Industrials, Information Technology, Financials, and other sectors.
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