LSE - Delayed Quote GBp
Aberforth Smaller Companies Ord (ASL.L)
1,504.50
+6.50
+(0.43%)
As of 11:30:06 AM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.73% |
| 5y Average Return | 12.19% |
| Number of Years Up | 24 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Jun 6, 2025) | 53.23% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 53.23% |
| Worst 3Y Total Return | -2.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ASL.L
Category
- YTD
- -6.16%
- 0.00%
- 1-Month
- 0.89%
- 0.00%
- 3-Month
- -3.87%
- 0.00%
- 1-Year
- -3.01%
- 0.00%
- 3-Year
- 2.40%
- 0.00%
- 5-Year
- 12.19%
- 0.00%
- 10-Year
- 4.71%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
ASL.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.99% | -- | -- | -- |
| 2024 | 5.87% | 8.39% | 1.89% | -2.83% |
| 2023 | 1.85% | -0.42% | -0.53% | 7.22% |
| 2022 | -2.43% | -15.14% | -6.25% | 13.72% |
| 2021 | 21.28% | 9.59% | 1.86% | -3.40% |
| 2020 | -43.23% | 13.28% | -0.82% | 34.28% |
| 2019 | 8.19% | -0.02% | 3.02% | 12.98% |
| 2018 | -2.41% | 6.75% | -2.44% | -15.50% |
| 2017 | 12.08% | 3.22% | 3.92% | 1.63% |
| 2016 | -3.93% | -6.83% | 11.54% | 5.38% |
| 2015 | 6.07% | 8.59% | -4.95% | 0.50% |
| 2014 | 4.72% | -2.84% | -0.80% | -1.72% |
| 2013 | 16.73% | 0.28% | 16.89% | 11.99% |
| 2012 | 25.61% | -8.80% | 12.13% | 3.14% |
| 2011 | 5.04% | 2.96% | -20.37% | -0.06% |
| 2010 | 8.25% | -6.78% | 14.52% | 9.99% |
| 2009 | -0.13% | 23.25% | 24.24% | -4.81% |
| 2008 | -7.42% | -5.09% | -17.05% | -18.49% |
| 2007 | 4.40% | 2.02% | -8.42% | -8.42% |
| 2006 | 10.63% | -4.38% | 6.24% | 12.88% |
| 2005 | 8.35% | 1.99% | 5.45% | 6.94% |
| 2004 | 12.50% | 1.93% | 2.02% | 10.28% |
| 2003 | -3.20% | 23.65% | 9.32% | 5.17% |
| 2002 | 9.95% | -2.04% | -16.03% | -0.42% |
| 2001 | 2.43% | 9.16% | -17.87% | 17.48% |
| 2000 | -2.05% | 5.53% | 1.15% | 10.47% |
| 1999 | 25.56% | 13.86% | -0.83% | 6.04% |
| 1998 | 13.32% | 0.34% | -21.94% | 5.51% |
| 1997 | 8.71% | -7.03% | 4.83% | -1.08% |
| 1996 | 9.43% | 9.44% | 0.52% | 0.77% |
| 1995 | 0.73% | 9.32% | 10.20% | 0.50% |
| 1994 | 4.81% | -6.12% | 2.85% | -4.14% |
| 1993 | 20.43% | 13.82% | 8.82% | 5.22% |
| 1992 | -1.02% | 8.36% | -17.76% | 14.80% |
| 1991 | 21.23% | -3.06% | 18.33% | -4.67% |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 67 |
| 3-Month | 31 |
| 1-Year | 37 |
| 3-Year | 6 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | -3.01% |
| 3-Year | 2.40% |
| 5-Year | 12.19% |
| 10-Year | 4.71% |
Performance & Risk
| YTD Return | 2.73% |
| 5y Average Return | 12.19% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Aberforth Partners LLP |
| Net Assets | 1.23B |
| YTD Return | -6.16% |
| Yield | 3.30% |
| Morningstar Rating | |
| Inception Date | Dec 10, 1990 |
Fund Summary
Fund Summary Information Not Available
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