ASL.L vs. EGL.L
ASL.L (Aberforth Smaller Companies Trust plc) and EGL.L (Ecofin Global Utilities and Infrastructure Trust plc) are both stocks. Both are in the Financial Services sector — ASL.L in Collective Investments, EGL.L in Asset Management. Over the past 5 years, ASL.L returned 4.10%/yr vs 13.17%/yr for EGL.L. At a 0.21 correlation, their price movements are largely independent.
Performance
ASL.L vs. EGL.L - Performance Comparison
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Returns By Period
In the year-to-date period, ASL.L achieves a 5.03% return, which is significantly lower than EGL.L's 18.79% return.
ASL.L
- 1D
- -0.98%
- 1M
- 4.55%
- YTD
- 5.03%
- 6M
- 7.07%
- 1Y
- 11.97%
- 3Y*
- 12.04%
- 5Y*
- 4.10%
- 10Y*
- 7.61%
EGL.L
- 1D
- 0.74%
- 1M
- -2.86%
- YTD
- 18.79%
- 6M
- 16.78%
- 1Y
- 33.64%
- 3Y*
- 15.32%
- 5Y*
- 13.17%
- 10Y*
- —
ASL.L vs. EGL.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASL.L Aberforth Smaller Companies Trust plc | 5.03% | 10.86% | 10.70% | 8.01% | -7.29% | 20.31% | -16.46% | 39.70% | -11.76% | 22.64% |
EGL.L Ecofin Global Utilities and Infrastructure Trust plc | 18.79% | 38.31% | 5.96% | -16.72% | 12.90% | 9.88% | 20.79% | 31.59% | -0.02% | 27.65% |
Correlation
The correlation between ASL.L and EGL.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2016 | 0.21 |
Fundamentals
ASL.L:
£355.90M
EGL.L:
£57.71M
ASL.L:
£383.46M
EGL.L:
£90.82M
ASL.L:
£11.08M
EGL.L:
£87.89M
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Return for Risk
ASL.L vs. EGL.L — Risk / Return Rank
ASL.L
EGL.L
ASL.L vs. EGL.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberforth Smaller Companies Trust plc (ASL.L) and Ecofin Global Utilities and Infrastructure Trust plc (EGL.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ASL.L | EGL.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.35 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 3.80 | -3.10 |
| Martin ratioReturn relative to average drawdown | 2.17 | 12.39 | -10.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ASL.L | EGL.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.81 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.59 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.58 | +0.02 |
Drawdowns
ASL.L vs. EGL.L - Drawdown Comparison
The maximum ASL.L drawdown since its inception was -60.11%, which is greater than EGL.L's maximum drawdown of -40.78%. Use the drawdown chart below to compare losses from any high point for ASL.L and EGL.L.
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Drawdown Indicators
| ASL.L | EGL.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -40.78% | -19.33% |
Max Drawdown (1Y)Largest decline over 1 year | -17.08% | -8.82% | -8.26% |
Max Drawdown (3Y)Largest decline over 3 years | -25.35% | -27.29% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -40.29% | +8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -59.56% | — | — |
Current DrawdownCurrent decline from peak | -5.85% | -3.44% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -9.66% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 2.71% | +2.79% |
Volatility
ASL.L vs. EGL.L - Volatility Comparison
Aberforth Smaller Companies Trust plc (ASL.L) has a higher volatility of 4.66% compared to Ecofin Global Utilities and Infrastructure Trust plc (EGL.L) at 3.69%. This indicates that ASL.L's price experiences larger fluctuations and is considered to be riskier than EGL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASL.L | EGL.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 3.69% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 14.34% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.55% | 18.49% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 22.23% | -5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 24.69% | -3.29% |
Dividends
ASL.L vs. EGL.L - Dividend Comparison
ASL.L's dividend yield for the trailing twelve months is around 3.65%, more than EGL.L's 3.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASL.L Aberforth Smaller Companies Trust plc | 3.65% | 3.20% | 3.48% | 3.50% | 2.75% | 2.31% | 2.92% | 2.50% | 3.16% | 2.30% | 2.63% | 2.11% |
EGL.L Ecofin Global Utilities and Infrastructure Trust plc | 3.22% | 3.65% | 4.67% | 4.50% | 3.41% | 3.32% | 3.52% | 3.96% | 4.98% | 4.73% | 1.43% | 0.00% |
Financials
ASL.L vs. EGL.L - Financials Comparison
This section allows you to compare key financial metrics between Aberforth Smaller Companies Trust plc and Ecofin Global Utilities and Infrastructure Trust plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ASL.L and EGL.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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