ATR.L vs. ASIA

Last updated Jun 9, 2026

ATR.L (Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc) is a stock, while ASIA (Matthews Pacific Tiger Active ETF) is Asia Pacific Equities fund actively managed by Matthews. Over the past year, ATR.L returned 49.15% vs 54.86% for ASIA. At a 0.49 correlation, their price movements are largely independent.

Performance

ATR.L vs. ASIA - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) and Matthews Pacific Tiger Active ETF (ASIA). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

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

Returns By Period

In the year-to-date period, ATR.L achieves a 23.58% return, which is significantly lower than ASIA's 26.67% return.

ATR.L

• 1D: -1.74%
• 1M: 1.04%
• YTD: 23.58%
• 6M: 23.58%
• 1Y: 49.15%
• 3Y*: 21.06%
• 5Y*: 9.19%
• 10Y*: 14.79%

ASIA

• 1D: 2.28%
• 1M: 0.77%
• YTD: 26.67%
• 6M: 28.47%
• 1Y: 54.86%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ATR.L vs. ASIA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ATR.L Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc	23.58%	19.35%	12.63%	8.64%
ASIA Matthews Pacific Tiger Active ETF	26.67%	22.65%	5.22%	-3.87%

Correlation

The correlation between ATR.L and ASIA is 0.54, 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	0.54
Correlation (All Time) Calculated using the full available price history since Sep 22, 2023	0.49

The correlation between ATR.L and ASIA has been stable across timeframes, ranging from 0.49 to 0.54 - a consistent structural relationship.

Return for Risk

ATR.L vs. ASIA — Risk / Return Rank

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

ATR.L

ATR.L Risk / Return Rank: 90
ATR.L Sharpe Ratio Rank: 92
ATR.L Sortino Ratio Rank: 92
ATR.L Omega Ratio Rank: 91
ATR.L Calmar Ratio Rank: 86
ATR.L Martin Ratio Rank: 91

ASIA

ASIA Risk / Return Rank: 77
ASIA Sharpe Ratio Rank: 79
ASIA Sortino Ratio Rank: 69
ASIA Omega Ratio Rank: 81
ASIA Calmar Ratio Rank: 78
ASIA Martin Ratio Rank: 77

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.

ATR.L vs. ASIA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) and Matthews Pacific Tiger Active ETF (ASIA). 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.

	ATR.L	ASIA	Difference
Sharpe ratio: Return per unit of total volatility	2.40	2.61	-0.21
Sortino ratio: Return per unit of downside risk	3.32	3.10	+0.21
Omega ratio: Gain probability vs. loss probability	1.43	1.50	-0.06
Calmar ratio: Return relative to maximum drawdown	3.34	4.58	-1.24
Martin ratio: Return relative to average drawdown	12.75	15.48	-2.73
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ATR.L vs. ASIA - Sharpe Ratio Comparison

The current ATR.L Sharpe Ratio is 2.40, which is comparable to the ASIA Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of ATR.L and ASIA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ATR.L	ASIA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.40	2.61	-0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.70	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.96	-0.44

Drawdowns

ATR.L vs. ASIA - Drawdown Comparison

The maximum ATR.L drawdown since its inception was -57.58%, which is greater than ASIA's maximum drawdown of -22.09%. Use the drawdown chart below to compare losses from any high point for ATR.L and ASIA.

Drawdown Indicators

	ATR.L	ASIA	Difference
Max Drawdown Largest peak-to-trough decline	-57.58%	-22.09%	-35.49%
Max Drawdown (1Y) Largest decline over 1 year	-14.63%	-12.04%	-2.59%
Max Drawdown (3Y) Largest decline over 3 years	-19.08%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.93%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.92%	—	—
Current Drawdown Current decline from peak	-6.99%	-6.41%	-0.58%
Average Drawdown Average peak-to-trough decline	-10.71%	-5.03%	-5.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.84%	3.55%	+0.29%

Volatility

ATR.L vs. ASIA - Volatility Comparison

The current volatility for Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) is 6.64%, while Matthews Pacific Tiger Active ETF (ASIA) has a volatility of 11.64%. This indicates that ATR.L experiences smaller price fluctuations and is considered to be less risky than ASIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ATR.L	ASIA	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.64%	11.64%	-5.00%
Volatility (6M) Calculated over the trailing 6-month period	17.79%	18.51%	-0.72%
Volatility (1Y) Calculated over the trailing 1-year period	20.43%	21.15%	-0.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.34%	19.14%	+0.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.05%	19.14%	+1.91%

Dividends

ATR.L vs. ASIA - Dividend Comparison

ATR.L's dividend yield for the trailing twelve months is around 1.69%, more than ASIA's 0.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ASIA Matthews Pacific Tiger Active ETF	0.83%	1.05%	0.58%	0.12%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ATR.L Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc	1.69%	2.05%	2.38%	2.50%	2.08%	1.40%	1.33%	1.68%	1.45%	1.24%	1.49%	1.90%

Frequently Asked Questions

Can I hold both ATR.L and ASIA in my portfolio?

ATR.L and ASIA have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.