Portfolio

What is Sortino Ratio?

The Sortino ratio improves on the Sharpe ratio by only penalizing downside volatility — recognizing that upside volatility is actually good for investors.

Formula

Sortino Ratio = (Portfolio Return - Risk-Free Rate) ÷ Downside Deviation

How to Interpret

Higher is better. More useful than Sharpe for portfolios with asymmetric return distributions (options, venture, crypto).

Typical Ranges

Above 1.5 is good, above 2.0 is very good.

Learn More in the Academy