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ASL.L vs. RIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ASL.L vs. RIO - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Aberforth Smaller Companies Trust plc (ASL.L) and Rio Tinto Group (RIO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ASL.L is traded in GBp, while RIO is traded in USD. To make them comparable, the RIO values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, ASL.L achieves a 5.03% return, which is significantly lower than RIO's 39.06% return. Over the past 10 years, ASL.L has underperformed RIO with an annualized return of 7.61%, while RIO has yielded a comparatively higher 23.34% 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%

RIO

1D
-3.16%
1M
10.25%
YTD
39.06%
6M
48.48%
1Y
94.32%
3Y*
23.97%
5Y*
12.89%
10Y*
23.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASL.L vs. RIO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
RIO
Rio Tinto Group
39.06%34.17%-13.88%5.51%32.56%-2.76%32.22%28.11%2.83%32.35%

Correlation

The correlation between ASL.L and RIO is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2007

0.26

Fundamentals

Market Cap

ASL.L:

£1.31B

RIO:

$176.72B

EPS

ASL.L:

£3.03

RIO:

$13.11

PE Ratio

ASL.L:

5.32

RIO:

8.23

PS Ratio

ASL.L:

3.70

RIO:

1.59

PB Ratio

ASL.L:

0.94

RIO:

2.84

Total Revenue (TTM)

ASL.L:

£355.90M

RIO:

$111.41B

Gross Profit (TTM)

ASL.L:

£383.46M

RIO:

$31.10B

EBITDA (TTM)

ASL.L:

£11.08M

RIO:

$40.42B

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Return for Risk

ASL.L vs. RIO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ASL.L
ASL.L Risk / Return Rank: 6060
Overall Rank
ASL.L Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ASL.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
ASL.L Omega Ratio Rank: 5757
Omega Ratio Rank
ASL.L Calmar Ratio Rank: 5757
Calmar Ratio Rank
ASL.L Martin Ratio Rank: 6262
Martin Ratio Rank

RIO
RIO Risk / Return Rank: 9494
Overall Rank
RIO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9393
Sortino Ratio Rank
RIO Omega Ratio Rank: 9292
Omega Ratio Rank
RIO Calmar Ratio Rank: 9393
Calmar Ratio Rank
RIO Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASL.L vs. RIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aberforth Smaller Companies Trust plc (ASL.L) and Rio Tinto Group (RIO). 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.LRIODifference
Sharpe ratioReturn per unit of total volatility

-2.87

Sortino ratioReturn per unit of downside risk

-3.09

Omega ratioGain probability vs. loss probability

1.15

1.55

-0.40

Calmar ratioReturn relative to maximum drawdown

0.70

6.86

-6.16

Martin ratioReturn relative to average drawdown

2.17

28.57

-26.40

ASL.L vs. RIO - Sharpe Ratio Comparison

The current ASL.L Sharpe Ratio is 0.77, which is lower than the RIO Sharpe Ratio of 3.63. The chart below compares the historical Sharpe Ratios of ASL.L and RIO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ASL.LRIODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

3.63

-2.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.49

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.81

-0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.27

+0.33

Drawdowns

ASL.L vs. RIO - Drawdown Comparison

The maximum ASL.L drawdown since its inception was -60.11%, smaller than the maximum RIO drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for ASL.L and RIO.


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Drawdown Indicators


ASL.LRIODifference

Max Drawdown

Largest peak-to-trough decline

-60.11%

-85.30%

+25.19%

Max Drawdown (1Y)

Largest decline over 1 year

-17.08%

-13.82%

-3.26%

Max Drawdown (3Y)

Largest decline over 3 years

-25.35%

-24.61%

-0.74%

Max Drawdown (5Y)

Largest decline over 5 years

-31.98%

-27.80%

-4.18%

Max Drawdown (10Y)

Largest decline over 10 years

-59.56%

-33.21%

-26.35%

Current Drawdown

Current decline from peak

-5.85%

-3.16%

-2.69%

Average Drawdown

Average peak-to-trough decline

-11.24%

-25.08%

+13.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.50%

3.31%

+2.19%

Volatility

ASL.L vs. RIO - Volatility Comparison

The current volatility for Aberforth Smaller Companies Trust plc (ASL.L) is 4.66%, while Rio Tinto Group (RIO) has a volatility of 10.65%. This indicates that ASL.L experiences smaller price fluctuations and is considered to be less risky than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASL.LRIODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.66%

10.65%

-5.99%

Volatility (6M)

Calculated over the trailing 6-month period

11.59%

21.23%

-9.64%

Volatility (1Y)

Calculated over the trailing 1-year period

15.55%

26.13%

-10.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.99%

26.35%

-9.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.40%

28.81%

-7.41%

Dividends

ASL.L vs. RIO - Dividend Comparison

ASL.L's dividend yield for the trailing twelve months is around 3.65%, less than RIO's 3.73% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
RIO
Rio Tinto Group
3.73%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%

Financials

ASL.L vs. RIO - Financials Comparison

This section allows you to compare key financial metrics between Aberforth Smaller Companies Trust plc and Rio Tinto Group. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20212022202320242025
27.69M
30.65B
(ASL.L) Total Revenue
(RIO) Total Revenue
Please note, different currencies. ASL.L values in GBp, RIO values in USD

Frequently Asked Questions


ASL.L and RIO have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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