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FAS.L vs. ATR.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

FAS.L vs. ATR.L

Last updated Jun 4, 2026

FAS.L (Fidelity Asian Values) and ATR.L (Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc) are both stocks. Both are in the Financial Services sector — FAS.L in Collective Investments, ATR.L in Asset Management. Over the past 10 years, FAS.L returned 10.94%/yr vs 15.59%/yr for ATR.L. At a 0.45 correlation, their price movements are largely independent.

Performance

FAS.L vs. ATR.L - Performance Comparison

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

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Returns By Period

In the year-to-date period, FAS.L achieves a -0.67% return, which is significantly lower than ATR.L's 30.32% return. Over the past 10 years, FAS.L has underperformed ATR.L with an annualized return of 10.94%, while ATR.L has yielded a comparatively higher 15.59% annualized return.

FAS.L

1D
-0.67%
1M
-5.43%
YTD
-0.67%
6M
-1.66%
1Y
20.47%
3Y*
7.96%
5Y*
7.26%
10Y*
10.94%

ATR.L

1D
-1.92%
1M
14.93%
YTD
30.32%
6M
31.26%
1Y
57.62%
3Y*
22.92%
5Y*
10.45%
10Y*
15.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FAS.L vs. ATR.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FAS.L
Fidelity Asian Values		-0.67%22.24%0.90%7.17%10.44%13.50%3.91%2.21%5.92%14.46%
ATR.L
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc		30.32%19.35%12.63%10.29%-17.46%4.94%35.64%13.08%-7.28%43.92%

Correlation

The correlation between FAS.L and ATR.L is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.47

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

0.43

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

0.39

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

0.41

Correlation (All Time)
Calculated using the full available price history since Jun 14, 1996

0.45

Fundamentals

Market Cap

FAS.L:

£382.62M

ATR.L:

£669.62M

EPS

FAS.L:

£1.57

ATR.L:

£1.28

PE Ratio

FAS.L:

3.77

ATR.L:

5.59

PEG Ratio

FAS.L:

0.05

ATR.L:

1.40

PS Ratio

FAS.L:

3.19

ATR.L:

7.26

PB Ratio

FAS.L:

0.92

ATR.L:

1.26

Total Revenue (TTM)

FAS.L:

£125.14M

ATR.L:

£92.28M

Gross Profit (TTM)

FAS.L:

£118.06M

ATR.L:

£85.84M

EBITDA (TTM)

FAS.L:

£115.09M

ATR.L:

£138.19M

Compare stocks, funds, or ETFs

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Fidelity Asian Values

Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc

Often compared with FAS.L:
FAS.L vs. VOOFAS.L vs. FCIT.LFAS.L vs. ORIT.LFAS.L vs. BRSC.LFAS.L vs. ASL.LFAS.L vs. FEV.LFAS.L vs. EWT
Often compared with ATR.L:
ATR.L vs. AAS.LATR.L vs. FSV.LATR.L vs. IUKD.LATR.L vs. ASIANPAINT.NSATR.L vs. SIDNXATR.L vs. SCVAXATR.L vs. EWT

Return for Risk

FAS.L vs. ATR.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FAS.L
FAS.L Risk / Return Rank: 7474
Overall Rank
FAS.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
FAS.L Sortino Ratio Rank: 7272
Sortino Ratio Rank
FAS.L Omega Ratio Rank: 7373
Omega Ratio Rank
FAS.L Calmar Ratio Rank: 7272
Calmar Ratio Rank
FAS.L Martin Ratio Rank: 7474
Martin Ratio Rank
ATR.L
ATR.L Risk / Return Rank: 9292
Overall Rank
ATR.L Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
ATR.L Sortino Ratio Rank: 9494
Sortino Ratio Rank
ATR.L Omega Ratio Rank: 9393
Omega Ratio Rank
ATR.L Calmar Ratio Rank: 8787
Calmar Ratio Rank
ATR.L Martin Ratio Rank: 9393
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.

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

This table presents a comparison of risk-adjusted performance metrics for Fidelity Asian Values (FAS.L) and Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.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.

FAS.LATR.LDifference
Sharpe ratioReturn per unit of total volatility
1.30
2.85

-1.55

Sortino ratioReturn per unit of downside risk
1.81
3.86

-2.05

Omega ratioGain probability vs. loss probability

1.25

1.51

-0.27

Calmar ratioReturn relative to maximum drawdown

1.71

3.92

-2.21

Martin ratioReturn relative to average drawdown

4.62

15.12

-10.50

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FAS.L vs. ATR.L - Sharpe Ratio Comparison

The current FAS.L Sharpe Ratio is 1.30, which is lower than the ATR.L Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of FAS.L and ATR.L, 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

FAS.LATR.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

2.85

-1.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

0.54

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.74

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.43

-0.16

Drawdowns

FAS.L vs. ATR.L - Drawdown Comparison

The maximum FAS.L drawdown since its inception was -72.25%, roughly equal to the maximum ATR.L drawdown of -70.72%. Use the drawdown chart below to compare losses from any high point for FAS.L and ATR.L.

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Drawdown Indicators

FAS.LATR.LDifference

Max Drawdown

Largest peak-to-trough decline

-72.25%

-70.72%

-1.53%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

-14.63%

+2.73%

Max Drawdown (3Y)

Largest decline over 3 years

-13.80%

-19.08%

+5.28%

Max Drawdown (5Y)

Largest decline over 5 years

-18.44%

-28.93%

+10.49%

Max Drawdown (10Y)

Largest decline over 10 years

-45.04%

-35.92%

-9.12%

Current Drawdown

Current decline from peak

-11.90%

-1.92%

-9.98%

Average Drawdown

Average peak-to-trough decline

-17.72%

-18.27%

+0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.42%

3.80%

+0.62%

Volatility

FAS.L vs. ATR.L - Volatility Comparison

The current volatility for Fidelity Asian Values (FAS.L) is 6.18%, while Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) has a volatility of 7.17%. This indicates that FAS.L experiences smaller price fluctuations and is considered to be less risky than ATR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FAS.LATR.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.18%

7.17%

-0.99%

Volatility (6M)

Calculated over the trailing 6-month period

13.31%

17.49%

-4.18%

Volatility (1Y)

Calculated over the trailing 1-year period

15.71%

20.14%

-4.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.36%

19.28%

-2.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.35%

21.03%

-2.68%

Dividends

FAS.L vs. ATR.L - Dividend Comparison

FAS.L's dividend yield for the trailing twelve months is around 3.46%, more than ATR.L's 1.61% yield.

PositionTTM20252024202320222021202020192018201720162015
ATR.L
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc		1.61%2.05%2.38%2.50%2.08%1.40%1.33%1.68%1.45%1.24%1.49%1.71%
FAS.L
Fidelity Asian Values		3.46%3.44%2.88%2.82%2.83%1.90%2.05%2.15%1.34%1.28%1.30%0.81%

Financials

FAS.L vs. ATR.L - Financials Comparison

This section allows you to compare key financial metrics between Fidelity Asian Values and Schroders Investment Trusts - Schroder Asian Total Return Investment Company 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.

Quarterly
Annual

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

-100.00M-50.00M0.0050.00M20222023202420252026
45.63M
35.21M
(FAS.L) Total Revenue
(ATR.L) Total Revenue
Values in GBp except per share items

Frequently Asked Questions

FAS.L and ATR.L have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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