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Calculus VCTLSE:CLC 37 5-Year Yield-on-Cost % is 5.17 as of Jul. 18, 2026, which is 1% above its 10-year median of 5.10. GuruFocus rates LSE:CLC with a GF Score™ of 37/100 and a GF Value™ of £0.95 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 1,114 Asset Management companies, Calculus VCT ranks worse than 60.5% on this metric.
Calculus VCT's yield on cost for the quarter that ended in Sep. 2025 was 5.17.
The historical rank and industry rank for Calculus VCT's 5-Year Yield-on-Cost % or its related term are showing as below:
LSE:CLC'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.33 Med: 5.1 Max: 9.1
Current: 5.17
During the past 13 years, Calculus VCT's highest Yield on Cost was 9.10. The lowest was 4.33. And the median was 5.10.
LSE:CLC's 5-Year Yield-on-Cost % is ranked worse than 60.5% of 1114
companies
in the Asset Management industry
Industry Median: 6.465
vs LSE:CLC: 5.17
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Calculus VCT 5-Year Yield-on-Cost % Related Terms
LSE:CLC vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Calculus VCT's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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.
Calculus VCT 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Calculus VCT's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Calculus VCT's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Calculus VCT is calculated as
Calculus VCT (LSE:CLC) has a 5-Year Yield-on-Cost % of 5.17 as of Jul. 18, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Calculus VCT and its competitors. This is near median its historical median of 5.10. Over the past decade, Calculus VCT's 5-Year Yield-on-Cost % has ranged from 4.33 to 9.10. According to the industry distribution chart, Calculus VCT ranks #674 out of 1114 companies in the Asset Management industry, placing it in the top 60.5%.
Is Calculus VCT's 5-Year Yield-on-Cost % too high?
Calculus VCT's current 5-Year Yield-on-Cost % of 5.17 is near median its 10-year median of 5.10. Over the past 10 years, this metric has ranged from a low of 4.33 to a high of 9.10. The Asset Management industry median 5-Year Yield-on-Cost % is 6.47. Calculus VCT's value of 5.17 is 20% below this industry median. Based on the distribution chart, Calculus VCT ranks #674 out of 1114 companies in the Asset Management industry, which is below the industry midpoint. Overall, Calculus VCT has a GF Score™ of 37/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Calculus VCT's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Calculus VCT ranks #674 out of 1114 companies for 5-Year Yield-on-Cost %. This places Calculus VCT in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.47. Calculus VCT's value of 5.17 is 20% below this benchmark. Historically, Calculus VCT's own 5-Year Yield-on-Cost % has ranged from 4.33 to 9.10 over the past decade. While the company's 10-year median is 5.10 vs. the industry median of 6.47, Calculus VCT has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.47, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Calculus VCT's current 5-Year Yield-on-Cost % of 5.17 is 20% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Calculus VCT and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.47 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Calculus VCT's current 5-Year Yield-on-Cost % is 5.17, which is near median its own 10-year median of 5.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Calculus VCT stock overvalued right now?
Based on GuruFocus' analysis, Calculus VCT (LSE:CLC) is currently considered Significantly Undervalued. The stock's GF Value™ is £0.95, compared to a current price of £0.53 — trading 43.9% below its estimated fair value. The current 5-Year Yield-on-Cost % is 5.17, which is near median its 10-year median of 5.10 and 20% below the Asset Management industry median of 6.47. Calculus VCT'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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Calculus VCT (LSE:CLC), the current 5-Year Yield-on-Cost % is 5.17 as of Jul. 18, 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.
Is Calculus VCT (LSE:CLC) Overvalued in 2026?
Based on GuruFocus' analysis, Calculus VCT stock appears to be undervalued.
The current stock price of £0.53 is trading 43.9% below its estimated GF Value™ of £0.95.
GuruFocus considers Calculus VCT to be Significantly Undervalued.
Key valuation signals for LSE:CLC:
5-Year Yield-on-Cost %: 5.17 (near median its 10-year median of 5.10)
GF Value™: £0.95 vs. price of £0.53 (43.9% below fair value)
Industry Position: 20% below the Asset Management median (#674 of 1114)
No single metric tells the full story. See the LSE:CLC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Calculus VCT PLC is a part of the financial services sector in the United Kingdom. The company operates as a venture capital trust, focusing on the investment business. The investment objective of the company is to invest mainly in a diverse portfolio of United Kingdom growth companies. The company invests in a portfolio of venture capital investments that will provide sufficient returns to allow the company to maximize annual dividends and achieve capital growth over the medium to long term.
37GF Score
Get the complete analysis for LSE:CLC
5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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