Ophir High Conviction Fund (ASX:OPH) 1-Year Sharpe Ratio : 0.88 (As of Jul. 03, 2025)

Competitive Comparison of Ophir High Conviction Fund's 1-Year Sharpe Ratio

For the Asset Management subindustry, Ophir High Conviction Fund'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.

Ophir High Conviction Fund's 1-Year Sharpe Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Ophir High Conviction Fund's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Ophir High Conviction Fund's 1-Year Sharpe Ratio falls into.

Ophir High Conviction Fund 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.

Ophir High Conviction Fund  (ASX:OPH) 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.

Ophir High Conviction Fund 1-Year Sharpe Ratio Related Terms

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Ophir High Conviction Fund Business Description