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Aberforth Smaller Trust (CHIX:ASLL) 1-Year Sharpe Ratio : -0.70 (As of Jun. 23, 2025)


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What is Aberforth Smaller Trust 1-Year Sharpe Ratio?

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 (2025-06-23), Aberforth Smaller Trust's 1-Year Sharpe Ratio is -0.70.


Competitive Comparison of Aberforth Smaller Trust's 1-Year Sharpe Ratio

For the Asset Management subindustry, Aberforth Smaller 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.


Aberforth Smaller Trust's 1-Year Sharpe Ratio Distribution in the Asset Management Industry

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

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


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Aberforth Smaller 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.


Aberforth Smaller Trust  (CHIX:ASLl) 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.


Aberforth Smaller Trust 1-Year Sharpe Ratio Related Terms

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Aberforth Smaller Trust Business Description

Traded in Other Exchanges
Address
14 Melville Street, Edinburgh, GBR, EH3 7NS
Aberforth Smaller Companies Trust PLC is a UK based closed-ended investment trust. Its objective is to achieve a net asset value total return (with dividends reinvested) greater than that of the Numis Smaller Companies Index (excluding Investment Companies) over the long term. The Company also aims to achieve its objective by investing in small United Kingdom quoted companies. It invests in various sectors, such as technology, telecommunications, health care, financials, real estate, consumer discretionary, consumer staples, industrials, basic materials and energy.

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