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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 (2026-07-24), Swiss Prime Site AG's 5-Year Sharpe Ratio is 0.38.
Swiss Prime Site AG (OTCPK:SWPRF) 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.
Swiss Prime Site AG 5-Year Sharpe Ratio Related Terms
Swiss Prime Site AG 5-Year Sharpe Ratio Competitor Comparison
For the Real Estate - Diversified subindustry, Swiss Prime Site AG'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.
Swiss Prime Site AG 5-Year Sharpe Ratio vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Swiss Prime Site AG's 5-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Swiss Prime Site AG's 5-Year Sharpe Ratio falls into.
Swiss Prime Site AG 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.
Swiss Prime Site AG (SWPRF) has a 5-Year Sharpe Ratio of 0.38 as of Jul. 24, 2026. 5-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past five years. View historical data for Swiss Prime Site AG and its competitors.
Is Swiss Prime Site AG's 5-Year Sharpe Ratio too high?
Swiss Prime Site AG's current 5-Year Sharpe Ratio is 0.38. Overall, Swiss Prime Site AG has a GF Score™ of 54/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Prime Site AG's 5-Year Sharpe Ratio compare to competitors?
Swiss Prime Site AG's 5-Year Sharpe Ratio of 0.38 can be compared against companies in the Real Estate industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Sharpe Ratio for a Real Estate company?
A good 5-Year Sharpe Ratio depends on the Real Estate industry context. However, 5-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 5-Year Sharpe Ratio mean?
A high 5-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 5-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past five years. View historical data for Swiss Prime Site AG and its competitors. Swiss Prime Site AG's current 5-Year Sharpe Ratio is 0.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Prime Site AG stock overvalued right now?
Based on GuruFocus' analysis, Swiss Prime Site AG (SWPRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $85.51, compared to a current price of $160.32 — trading 87.5% above its estimated fair value. The current 5-Year Sharpe Ratio is 0.38. Swiss Prime Site AG's overall GF Score™ is 54/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Sharpe Ratio calculated?
5-Year Sharpe Ratio is calculated from a company's financial statements. For Swiss Prime Site AG (SWPRF), the current 5-Year Sharpe Ratio is 0.38 as of Jul. 24, 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 Swiss Prime Site AG (SWPRF) Overvalued in 2026?
Based on GuruFocus' analysis, Swiss Prime Site AG stock appears to be overvalued.
The current stock price of $160.32 is trading 87.5% above its estimated GF Value™ of $85.51.
GuruFocus considers Swiss Prime Site AG to be Significantly Overvalued.
Key valuation signals for SWPRF:
5-Year Sharpe Ratio: 0.38
GF Value™: $85.51 vs. price of $160.32 (87.5% above fair value)
No single metric tells the full story. See the SWPRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swiss Prime Site AG is a real estate company based in Switzerland. Its segments include: Real Estate, Asset Management, Retail, Corporate and Shared Services. The Real Estate segment consists of the firm's core real estate activities (the purchase, sale, lease, and development of properties) and financing of these activities. Asset Management includes the fund business, asset management, and investment advisory. The Retail segment consists of the operation of department stores, and Corporate and Shared Services include central group functions as well as internal services that are provided centrally. The majority of the revenue is generated from the Real Estate segment.
54GF Score
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5-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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