HgCapital Trust (LSE:HGTS) 1-Year Sharpe Ratio: N/A (As of Sep. 08, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

What is HgCapital 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 (2026-09-08), HgCapital Trust's 1-Year Sharpe Ratio is Not available.

HgCapital Trust  (LSE:HGTS) 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.

HgCapital Trust 1-Year Sharpe Ratio Related Terms

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

For the Asset Management subindustry, HgCapital 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.

HgCapital Trust 1-Year Sharpe Ratio vs Asset Management Industry

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

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


HgCapital 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.

HgCapital Trust Business Description

Other Exchanges HGT:UK
Address 2 More London Riverside, London, GBR, SE1 2AP
HgCapital Trust PLC is an investment trust with the objective of long-term capital appreciation by investing in unquoted companies. It provides investors with a diversified portfolio of private equity investments. It offers investors a liquid investment vehicle to gain exposure to Hg's diversified network of unquoted investments with minimal administrative burdens. Geographically, the majority is derived from the United Kingdom. It also has a presence in North America, Scandinavia, Germany & other Europe.