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The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2026-08-12), Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio is 0.71.
Natural Grocers by Vitamin Cottage (NYSE:NGVC) 3-Year Sharpe Ratio Explanation
The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Natural Grocers by Vitamin Cottage 3-Year Sharpe Ratio Related Terms
NGVC vs VLGEA, YSWY, DNUT: 3-Year Sharpe Ratio Comparison
For the Grocery Stores subindustry, Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Natural Grocers by Vitamin Cottage 3-Year Sharpe Ratio vs Retail - Defensive Industry
For the Retail - Defensive industry and Consumer Defensive sector, Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio falls into.
Natural Grocers by Vitamin Cottage 3-Year Sharpe Ratio Calculation
The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.
Natural Grocers by Vitamin Cottage (NGVC) has a 3-Year Sharpe Ratio of 0.71 as of Aug. 12, 2026. 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. View historical data for Natural Grocers by Vitamin Cottage and its competitors.
Is Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio too high?
Natural Grocers by Vitamin Cottage's current 3-Year Sharpe Ratio is 0.71. Overall, Natural Grocers by Vitamin Cottage has a GF Score™ of 89/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio compare to VLGEA and YSWY?
Natural Grocers by Vitamin Cottage's 3-Year Sharpe Ratio of 0.71 can be compared against companies in the Retail - Defensive industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sharpe Ratio for a Retail - Defensive company?
A good 3-Year Sharpe Ratio depends on the Retail - Defensive industry context. However, 3-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sharpe Ratio mean?
A high 3-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. View historical data for Natural Grocers by Vitamin Cottage and its competitors. Natural Grocers by Vitamin Cottage's current 3-Year Sharpe Ratio is 0.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Natural Grocers by Vitamin Cottage stock overvalued right now?
Based on GuruFocus' analysis, Natural Grocers by Vitamin Cottage (NGVC) is currently considered Fairly Valued. The stock's GF Value™ is $28.73, compared to a current price of $26.94 — trading 6.2% below its estimated fair value. The current 3-Year Sharpe Ratio is 0.71. Natural Grocers by Vitamin Cottage's overall GF Score™ is 89/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sharpe Ratio calculated?
3-Year Sharpe Ratio is calculated from a company's financial statements. For Natural Grocers by Vitamin Cottage (NGVC), the current 3-Year Sharpe Ratio is 0.71 as of Aug. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Natural Grocers by Vitamin Cottage (NGVC) Overvalued in 2026?
Based on GuruFocus' analysis, Natural Grocers by Vitamin Cottage stock appears to be undervalued.
The current stock price of $26.94 is trading 6.2% below its estimated GF Value™ of $28.73.
GuruFocus considers Natural Grocers by Vitamin Cottage to be Fairly Valued.
Key valuation signals for NGVC:
3-Year Sharpe Ratio: 0.71
GF Value™: $28.73 vs. price of $26.94 (6.2% below fair value)
No single metric tells the full story. See the NGVC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Natural Grocers by Vitamin Cottage Inc operates natural and organic grocery and dietary supplement stores. It offers the following product categories: natural and organic food, dietary supplements, natural body care, household, pet care products, books, and handouts. The Company has a single reporting segment, natural and organic retail stores, through which business is conducted. The company generates the majority of its revenue from grocery products and dietary supplements, and the rest from other products.
89GF Score
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