Alternative Investment Trust (ASX:AIQ) 1-Year Sharpe Ratio: -1.48 (As of Jul. 13, 2026)


What is Alternative Investment Trust 1-Year Sharpe Ratio?

Alternative Investment Trust ASX:AIQ 1-Year Sharpe Ratio is -1.48 as of Jul. 13, 2026.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-13), Alternative Investment Trust's 1-Year Sharpe Ratio is -1.48.

Alternative Investment Trust  (ASX:AIQ) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. 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.

Alternative Investment Trust 1-Year Sharpe Ratio Related Terms

ASX:AIQ vs WISH, INTV: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Alternative Investment Trust's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-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.

Alternative Investment Trust 1-Year Sharpe Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Alternative Investment Trust's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Alternative Investment Trust's 1-Year Sharpe Ratio falls into.


Alternative Investment Trust 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of -1.48 mean?
Alternative Investment Trust (ASX:AIQ) has a 1-Year Sharpe Ratio of -1.48 as of Jul. 13, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Alternative Investment Trust and its competitors.
Is Alternative Investment Trust's 1-Year Sharpe Ratio too high?
Alternative Investment Trust's current 1-Year Sharpe Ratio is -1.48.
How does Alternative Investment Trust's 1-Year Sharpe Ratio compare to WISH and INTV?
Alternative Investment Trust's 1-Year Sharpe Ratio of -1.48 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 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Alternative Investment Trust and its competitors. Alternative Investment Trust's current 1-Year Sharpe Ratio is -1.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alternative Investment Trust stock overvalued right now?
Alternative Investment Trust (ASX:AIQ) has a current 1-Year Sharpe Ratio of -1.48. The current 1-Year Sharpe Ratio is -1.48. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Alternative Investment Trust (ASX:AIQ), the current 1-Year Sharpe Ratio is -1.48 as of Jul. 13, 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.

Alternative Investment Trust Business Description

Address 1 Farrer Place, Level 16, Governor Macquarie Tower, Sydney, NSW, AUS, 2000
Alternative Investment Trust is a registered managed investment scheme. Its investment objective is to generate attractive pre-tax risk adjusted absolute returns over the medium to long term while focusing on capital preservation, by gaining exposure to a portfolio of international absolute return funds and selected direct investments in subordinated debt and equity co-investments.