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  • ReleasedJun 24, 2022
  • UpdatedNov 22, 2024
  • File TypeMicrosoft Excel
  • Demo Video No
  • File Size0.0
  • File SKU0115
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Kumar S Devendra
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Sortino Ratio Template Description

What is the Sortino Ratio?

he Sortino ratio is a kind of variation of Sharp ratio where it takes into consideration the harmful volatility and differentiates the same from the total overall volatility by measuring the risk-adjusted return of a portfolio of asset or investment portfolio, or a strategy, while it penalizes those returns falling lower from the user’s target that is those having downward deviation.

For calculating the Sortino ratio, the Portfolio’s actual return is deducted from the minimum accepted or expected return. The above difference is divided by the standard deviation of the negative asset returns or the downward deviation.

The formula is mathematically represented as below:

Sortino Ratio = (r – rf) / σd

Where,

  • r: Expected Return
  • rf: Risk-Free Rate of Return
  • σd: Standard Deviation of Negative Assets Return / Downside Deviation

 

 

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