Lindsell Train Investment Trust (The) (CHIX:LTIL) 1-Year Sharpe Ratio: -99.84 (As of Jul. 28, 2026)

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CHIX:LTIL Lindsell Train Investment Trust (The) PLC CHIX:LTIL
33 GF Score
Price £7.24
! 2 Warning Signs
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What is Lindsell Train Investment Trust (The) 1-Year Sharpe Ratio?

Lindsell Train Investment Trust (The) CHIX:LTIL 33 1-Year Sharpe Ratio is -99.84 as of Jul. 28, 2026. GuruFocus rates CHIX:LTIL with a GF Score™ of 33/100. The stock has 2 warning signs investors should review.

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 (2026-07-28), Lindsell Train Investment Trust (The)'s 1-Year Sharpe Ratio is -99.84.

Lindsell Train Investment Trust (The)  (CHIX:LTIl) 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.

Lindsell Train Investment Trust (The) 1-Year Sharpe Ratio Related Terms

CHIX:LTIL vs BLK, BX, KKR: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Lindsell Train Investment Trust (The)'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.

Lindsell Train Investment Trust (The) 1-Year Sharpe Ratio vs Asset Management Industry

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

* The bar in red indicates where Lindsell Train Investment Trust (The)'s 1-Year Sharpe Ratio falls into.


CHIX:LTIL
33GF Score
Lindsell Train Investment Trust (The) PLC CHIX:LTIL
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Lindsell Train Investment Trust (The) 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 -99.84 mean?
Lindsell Train Investment Trust (The) (CHIX:LTIL) has a 1-Year Sharpe Ratio of -99.84 as of Jul. 28, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Lindsell Train Investment Trust (The) and its competitors.
Is Lindsell Train Investment Trust (The)'s 1-Year Sharpe Ratio too high?
Lindsell Train Investment Trust (The)'s current 1-Year Sharpe Ratio is -99.84. Overall, Lindsell Train Investment Trust (The) has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Lindsell Train Investment Trust (The)'s 1-Year Sharpe Ratio compare to BLK and BX?
Lindsell Train Investment Trust (The)'s 1-Year Sharpe Ratio of -99.84 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 Lindsell Train Investment Trust (The) and its competitors. Lindsell Train Investment Trust (The)'s current 1-Year Sharpe Ratio is -99.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lindsell Train Investment Trust (The) stock overvalued right now?
Lindsell Train Investment Trust (The) (CHIX:LTIL) has a current 1-Year Sharpe Ratio of -99.84. The current 1-Year Sharpe Ratio is -99.84. Lindsell Train Investment Trust (The)'s overall GF Score™ is 33/100 with 2 warning signs to review. 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 Lindsell Train Investment Trust (The) (CHIX:LTIL), the current 1-Year Sharpe Ratio is -99.84 as of Jul. 28, 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.

Lindsell Train Investment Trust (The) Business Description

Other Exchanges LTI:UK
Address 25 Southampton Buildings, London, GBR, WC2A 1AL
Lindsell Train Investment Trust (The) PLC is a UK-based investment trust company. The objective of the Company is to maximise long-term total returns with a minimum objective to maintain the real purchasing power of Sterling capital. The company's services are AIFM, Investor Relations & Marketing, Strategic Support, Fund Accounting, Company Secretarial, and Fund Administration.
33GF Score

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