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

FSV.L vs. ATR.L

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Special Values (FSV.L) and Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L).

Performance

FSV.L vs. ATR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Fidelity Special Values (FSV.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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FSV.L vs. ATR.L - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
FSV.L
Fidelity Special Values		-3.95%37.21%15.72%3.44%-4.97%26.66%-9.74%25.12%-9.15%13.94%
ATR.L
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc		0.00%19.35%12.63%10.29%-17.46%4.94%35.64%13.08%-7.28%43.92%

Fundamentals

Total Revenue (TTM)

FSV.L:

£409.98M

ATR.L:

£92.28M

Gross Profit (TTM)

FSV.L:

£254.11M

ATR.L:

£85.84M

EBITDA (TTM)

FSV.L:

£165.36M

ATR.L:

£138.19M

Returns By Period

Over the past 10 years, FSV.L has underperformed ATR.L with an annualized return of 10.84%, while ATR.L has yielded a comparatively higher 12.84% annualized return.

FSV.L

1D
1.52%
1M
-12.72%
YTD
-3.95%
6M
3.40%
1Y
27.91%
3Y*
17.26%
5Y*
11.28%
10Y*
10.84%

ATR.L

1D
-0.36%
1M
-13.58%
YTD
0.00%
6M
4.48%
1Y
27.25%
3Y*
12.55%
5Y*
4.29%
10Y*
12.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Fidelity Special Values

Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc

Often compared with FSV.L:
FSV.L vs. SPHDFSV.L vs. IUKD.LFSV.L vs. FDFIXFSV.L vs. LWDB.LFSV.L vs. VOOFSV.L vs. BRWM.LFSV.L vs. CUKX.L
Often compared with ATR.L:
ATR.L vs. AAS.LATR.L vs. IUKD.L

Return for Risk

FSV.L vs. ATR.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSV.L
FSV.L Risk / Return Rank: 8585
Overall Rank
FSV.L Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FSV.L Sortino Ratio Rank: 8585
Sortino Ratio Rank
FSV.L Omega Ratio Rank: 8787
Omega Ratio Rank
FSV.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
FSV.L Martin Ratio Rank: 8686
Martin Ratio Rank
ATR.L
ATR.L Risk / Return Rank: 7979
Overall Rank
ATR.L Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
ATR.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
ATR.L Omega Ratio Rank: 7777
Omega Ratio Rank
ATR.L Calmar Ratio Rank: 7474
Calmar Ratio Rank
ATR.L Martin Ratio Rank: 8282
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.

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

This table presents a comparison of risk-adjusted performance metrics for Fidelity Special Values (FSV.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.

FSV.LATR.LDifference

Sharpe ratio

Return per unit of total volatility

1.80

1.42

+0.37

Sortino ratio

Return per unit of downside risk

2.37

1.96

+0.41

Omega ratio

Gain probability vs. loss probability

1.35

1.26

+0.08

Calmar ratio

Return relative to maximum drawdown

1.93

1.77

+0.17

Martin ratio

Return relative to average drawdown

8.20

6.82

+1.38

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

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

The current FSV.L Sharpe Ratio is 1.80, which is comparable to the ATR.L Sharpe Ratio of 1.42. The chart below compares the historical Sharpe Ratios of FSV.L and ATR.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

FSV.LATR.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.42

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.23

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.62

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.41

+0.16

Correlation

The correlation between FSV.L and ATR.L is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

FSV.L vs. ATR.L - Dividend Comparison

FSV.L's dividend yield for the trailing twelve months is around 2.54%, more than ATR.L's 2.05% yield.

TTM20252024202320222021202020192018201720162015
FSV.L
Fidelity Special Values		2.54%2.44%3.05%3.15%2.78%2.21%2.38%2.61%2.19%1.80%1.62%1.67%
ATR.L
Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc		2.05%2.05%2.38%2.50%2.08%1.40%1.33%1.68%1.45%1.24%1.49%1.71%

Drawdowns

FSV.L vs. ATR.L - Drawdown Comparison

The maximum FSV.L drawdown since its inception was -51.87%, smaller than the maximum ATR.L drawdown of -70.72%. Use the drawdown chart below to compare losses from any high point for FSV.L and ATR.L.

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Drawdown Indicators

FSV.LATR.LDifference

Max Drawdown

Largest peak-to-trough decline

-51.87%

-70.72%

+18.85%

Max Drawdown (1Y)

Largest decline over 1 year

-14.02%

-14.63%

+0.61%

Max Drawdown (5Y)

Largest decline over 5 years

-25.22%

-28.93%

+3.71%

Max Drawdown (10Y)

Largest decline over 10 years

-51.87%

-35.92%

-15.95%

Current Drawdown

Current decline from peak

-12.72%

-14.63%

+1.91%

Average Drawdown

Average peak-to-trough decline

-8.51%

-18.33%

+9.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.31%

3.79%

-0.48%

Volatility

FSV.L vs. ATR.L - Volatility Comparison

The current volatility for Fidelity Special Values (FSV.L) is 7.80%, while Schroders Investment Trusts - Schroder Asian Total Return Investment Company plc (ATR.L) has a volatility of 9.59%. This indicates that FSV.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

FSV.LATR.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

9.59%

-1.79%

Volatility (6M)

Calculated over the trailing 6-month period

11.04%

14.30%

-3.26%

Volatility (1Y)

Calculated over the trailing 1-year period

15.56%

19.23%

-3.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.27%

18.66%

-1.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.96%

20.75%

+1.21%

Financials

FSV.L vs. ATR.L - Financials Comparison

This section allows you to compare key financial metrics between Fidelity Special 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-50.00M0.0050.00M100.00M150.00M200.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
146.83M
35.21M
(FSV.L) Total Revenue
(ATR.L) Total Revenue
Values in GBp except per share items