The 5-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past five years. As of today (2025-07-22), Carpenter Technology's 5-Year Sharpe Ratio is 1.14.
Competitive Comparison of Carpenter Technology's 5-Year Sharpe Ratio
For the Metal Fabrication subindustry, Carpenter Technology's 5-Year Sharpe Ratio, along with its competitors' market caps and 5-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.
Carpenter Technology's 5-Year Sharpe Ratio Distribution in the Industrial Products Industry
For the Industrial Products industry and Industrials sector, Carpenter Technology's 5-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Carpenter Technology's 5-Year Sharpe Ratio falls into.
Carpenter Technology 5-Year Sharpe Ratio Calculation
The 5-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last five years. A stock / portfolio's 5-Year Sharpe Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past five years.
Carpenter Technology (NYSE:CRS) 5-Year Sharpe Ratio Explanation
The 5-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past five years. It is calculated as the annualized result of the average five-year monthly excess returns divided by its standard deviation in the five-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.
Carpenter Technology 5-Year Sharpe Ratio Related Terms
Thank you for viewing the detailed overview of Carpenter Technology's 5-Year Sharpe Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.
Carpenter Technology Corp supplies specialty metals to a variety of end markets, including aerospace and defense, industrial machinery and consumer durables, medical, and energy, among others. The company's reportable segments include; Specialty Alloys Operations and Performance Engineered Products. It generates maximum revenue from the Specialty Alloys Operations segment. The SAO segment is comprised of the company's alloy and stainless steel manufacturing operations. This includes operations performed at mills predominantly in Reading and Latrobe, Pennsylvania, and surrounding areas as well as South Carolina and Alabama. Geographically, the company derives its maximum revenue from the United States and the rest from Europe, Asia Pacific, Mexico, Canada, and other regions.
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