Portfolio

What is Sharpe Ratio?

The Sharpe ratio measures return earned per unit of risk — helping you compare whether a portfolio's returns justify the volatility taken to achieve them.

Formula

Sharpe Ratio = (Portfolio Return - Risk-Free Rate) ÷ Portfolio Standard Deviation

How to Interpret

Higher is better. Above 1.0 is acceptable, above 2.0 is very good, above 3.0 is excellent. Compare across portfolios to find the best risk-adjusted return.

Typical Ranges

Above 1.0 acceptable, above 2.0 very good, above 3.0 excellent.

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