Baronsmead Venture Trust (LSE:BVT) 1-Year Sharpe Ratio: -0.61 (As of Jul. 23, 2026)

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LSE:BVT Baronsmead Venture Trust PLC LSE:BVT
37 GF Score
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What is Baronsmead Venture Trust 1-Year Sharpe Ratio?

Baronsmead Venture Trust LSE:BVT 37 1-Year Sharpe Ratio is -0.61 as of Jul. 23, 2026. GuruFocus rates LSE:BVT with a GF Score™ of 37/100. The stock has 3 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 (2026-07-23), Baronsmead Venture Trust's 1-Year Sharpe Ratio is -0.61.

Baronsmead Venture Trust  (LSE:BVT) 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.

Baronsmead Venture Trust 1-Year Sharpe Ratio Related Terms

LSE:BVT vs BLK, BX, KKR: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Baronsmead Venture 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.

Baronsmead Venture Trust 1-Year Sharpe Ratio vs Asset Management Industry

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

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


LSE:BVT
37GF Score
Baronsmead Venture Trust PLC LSE:BVT
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Baronsmead Venture 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 -0.61 mean?
Baronsmead Venture Trust (LSE:BVT) has a 1-Year Sharpe Ratio of -0.61 as of Jul. 23, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Baronsmead Venture Trust and its competitors.
Is Baronsmead Venture Trust's 1-Year Sharpe Ratio too high?
Baronsmead Venture Trust's current 1-Year Sharpe Ratio is -0.61. Overall, Baronsmead Venture Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Baronsmead Venture Trust's 1-Year Sharpe Ratio compare to BLK and BX?
Baronsmead Venture Trust's 1-Year Sharpe Ratio of -0.61 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 Baronsmead Venture Trust and its competitors. Baronsmead Venture Trust's current 1-Year Sharpe Ratio is -0.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baronsmead Venture Trust stock overvalued right now?
Baronsmead Venture Trust (LSE:BVT) has a current 1-Year Sharpe Ratio of -0.61. The current 1-Year Sharpe Ratio is -0.61. Baronsmead Venture Trust's overall GF Score™ is 37/100 with 3 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 Baronsmead Venture Trust (LSE:BVT), the current 1-Year Sharpe Ratio is -0.61 as of Jul. 23, 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.

Baronsmead Venture Trust Business Description

Address 5 New Street Square, London, GBR, EC4A 3TW
Baronsmead Venture Trust PLC is a UK-based investment company. Its objective is to achieve long-term positive investment returns for private investors, including tax-free dividends. The company focuses on investing in a diverse portfolio of UK growth businesses, whether unquoted or traded on the Alternative Investment Market. Its investment portfolio consists of securities across a range of sectors, including technology, Healthcare and education, Business services, and consumer markets. The company invests in a range of securities including, but not limited to, ordinary and preference shares, loan stocks, convertible securities, permitted nonqualifying investments, and cash. Its revenue consists of interest and dividend income from investments made.
37GF Score

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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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