ASL.L vs. FEV.L
ASL.L (Aberforth Smaller Companies Trust plc) and FEV.L (Fidelity European Values) are both stocks. Both operate in the Collective Investments industry within the Financial Services sector. Over the past 10 years, ASL.L returned 7.61%/yr vs 12.29%/yr for FEV.L. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
ASL.L vs. FEV.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ASL.L achieves a 5.03% return, which is significantly higher than FEV.L's 1.20% return. Over the past 10 years, ASL.L has underperformed FEV.L with an annualized return of 7.61%, while FEV.L has yielded a comparatively higher 12.29% annualized 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%
FEV.L
- 1D
- -1.07%
- 1M
- 2.85%
- YTD
- 1.20%
- 6M
- 0.59%
- 1Y
- 5.34%
- 3Y*
- 8.15%
- 5Y*
- 8.91%
- 10Y*
- 12.29%
ASL.L vs. FEV.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% |
FEV.L Fidelity European Values | 1.20% | 21.13% | -0.04% | 15.34% | -3.84% | 21.74% | 13.11% | 30.62% | -6.80% | 26.27% |
Correlation
The correlation between ASL.L and FEV.L is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.61 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 1991 | 0.52 |
The correlation between ASL.L and FEV.L has been stable across timeframes, ranging from 0.52 to 0.61 - a consistent structural relationship.
Fundamentals
ASL.L:
£1.31B
FEV.L:
£2.12B
ASL.L:
£3.03
FEV.L:
£0.62
ASL.L:
5.32
FEV.L:
6.72
ASL.L:
3.70
FEV.L:
5.72
ASL.L:
0.94
FEV.L:
0.96
ASL.L:
£355.90M
FEV.L:
£333.80M
ASL.L:
£383.46M
FEV.L:
£304.72M
ASL.L:
£11.08M
FEV.L:
£17.44M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ASL.L vs. FEV.L — Risk / Return Rank
ASL.L
FEV.L
ASL.L vs. FEV.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberforth Smaller Companies Trust plc (ASL.L) and Fidelity European Values (FEV.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 | FEV.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.07 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.37 | +0.33 |
| Martin ratioReturn relative to average drawdown | 2.17 | 1.19 | +0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ASL.L | FEV.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.35 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.50 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.67 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Drawdowns
ASL.L vs. FEV.L - Drawdown Comparison
The maximum ASL.L drawdown since its inception was -60.11%, which is greater than FEV.L's maximum drawdown of -46.27%. Use the drawdown chart below to compare losses from any high point for ASL.L and FEV.L.
Loading charts...
Drawdown Indicators
| ASL.L | FEV.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -46.27% | -13.84% |
Max Drawdown (1Y)Largest decline over 1 year | -17.08% | -14.42% | -2.66% |
Max Drawdown (3Y)Largest decline over 3 years | -25.35% | -15.71% | -9.64% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -22.46% | -9.52% |
Max Drawdown (10Y)Largest decline over 10 years | -59.56% | -31.10% | -28.46% |
Current DrawdownCurrent decline from peak | -5.85% | -4.53% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -11.24% | -8.14% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 4.47% | +1.03% |
Volatility
ASL.L vs. FEV.L - Volatility Comparison
Aberforth Smaller Companies Trust plc (ASL.L) has a higher volatility of 4.66% compared to Fidelity European Values (FEV.L) at 4.23%. This indicates that ASL.L's price experiences larger fluctuations and is considered to be riskier than FEV.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ASL.L | FEV.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 4.23% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.59% | 12.85% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.55% | 15.19% | +0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 17.67% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.40% | 18.18% | +3.22% |
Dividends
ASL.L vs. FEV.L - Dividend Comparison
ASL.L's dividend yield for the trailing twelve months is around 3.65%, more than FEV.L's 2.39% 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% |
FEV.L Fidelity European Values | 2.39% | 2.26% | 2.44% | 2.19% | 2.27% | 1.92% | 2.27% | 3.41% | 2.10% | 1.84% | 1.81% | 2.09% |
Financials
ASL.L vs. FEV.L - Financials Comparison
This section allows you to compare key financial metrics between Aberforth Smaller Companies Trust plc and Fidelity European Values. 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 FEV.L have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for ASL.L and FEV.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer