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Maven Income and Growth VCT 4 plc (MAV4.L) Sortino Ratio: -0.42

Equity · Currency in GBp · Last updated Jun 6, 2026

Maven Income and Growth VCT 4 plc is a venture capital trust fund specializes in mature and later stage. It seeks to invest in mature small and medium sized companies operating in a range of sectors and AIM/ISDX quoted companies. The fund invests in the United Kingdom. It does not invest more than £1 million ($1.2 million) in its companies within one year. It seeks a majority stake in the companies. The fund seeks to make co-investments.

MAV4.L's Sortino Ratio of -0.42 indicates that for each unit of downside volatility, it generates -0.42 units of excess return. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 6, 2026).

Unlike other measures, Sortino only focuses on downside volatility (losses), making it particularly useful for investors more concerned about protecting against drawdowns than overall price swings.

MAV4.L Sortino Ratio Rank

MAV4.L Sortino Ratio Rank: 22.222
Below Average

MAV4.L ranks above 22.2% of all investments in our database based on Sortino Ratio over the past 12 months, indicating below-average returns relative to downside risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with minimal downside volatility → Higher rank
  • Severe or frequent drawdowns → Lower rank
  • Upside volatility → No impact (Sortino doesn't penalize upside swings)

What you can do with this information

  • Returns may not adequately compensate for downside risk taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better downside protection
  • Assess whether downside exposure aligns with your portfolio goals

MAV4.L Sortino Ratio Market Positioning

The chart shows MAV4.L's Sortino Ratio relative to all stocks on our platform, with color zones indicating percentile rankings. Higher ratios indicate better downside-adjusted returns.

  • Red zone (bottom 25%): -0.28 or lower
  • Yellow zone (middle 50%): -0.28 to 1.95
  • Green zone (top 25%): 1.95 or higher
  • Top 1%: 6.44+
  • Median: 0.77 — half of all investments score higher

How it compares to other similar stocks

The table compares Maven Income and Growth VCT 4 plc's Sortino Ratio with other stocks in the Investment Banking & Investment Services industry across multiple time periods, showing how MAV4.L's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Jun 6, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
HVPE.LHarbourVest Global Private Equity Ltd3.24
HAN.LHansa Trust2.98
MIG3.LMaven Income And Growth Vct 3 plc2.77
PEMB.LPembroke VCT plc1.73
GRID.LGresham House Energy Storage Fund plc1.44
MTU.LMontanaro UK Smaller Companies Investment Trust plc1.24
HHV.LHargreave Hale Aim Vct plc1.18
OSEC.LOctopus Aim VCT 2 plc1.17
NTV.LNorthern 2 Vct plc0.76
OOA.LOctopus Aim Vct plc0.69
MAV4.LMaven Income and Growth VCT 4 plc-0.42

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows MAV4.L's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MAV4.L consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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