RJF (Raymond James Financial) 1-Year Sharpe Ratio: -0.12 (As of Jul. 20, 2026)

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RJF Raymond James Financial Inc RJF
83 GF Score
Price $168.36
GF Value $170.42
Valuation Fairly Valued
! 4 Warning Signs
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What is Raymond James Financial 1-Year Sharpe Ratio?

Raymond James Financial RJF -0.79% 83 1-Year Sharpe Ratio is -0.12 as of Jul. 20, 2026. GuruFocus rates RJF with a GF Score™ of 83/100 and a GF Value™ of $170.42 (Fairly Valued). The stock has 4 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-20), Raymond James Financial's 1-Year Sharpe Ratio is -0.12.

Raymond James Financial  (NYSE:RJF) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. 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.

Raymond James Financial 1-Year Sharpe Ratio Related Terms

RJF vs NTRS, ARES, TROW: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Raymond James Financial's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-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.

Raymond James Financial 1-Year Sharpe Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Raymond James Financial's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Raymond James Financial's 1-Year Sharpe Ratio falls into.


RJF
83GF Score
Raymond James Financial Inc RJF
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Raymond James Financial 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of -0.12 mean?
Raymond James Financial (RJF) has a 1-Year Sharpe Ratio of -0.12 as of Jul. 20, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Raymond James Financial and its competitors.
Is Raymond James Financial's 1-Year Sharpe Ratio too high?
Raymond James Financial's current 1-Year Sharpe Ratio is -0.12. Overall, Raymond James Financial has a GF Score™ of 83/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Raymond James Financial's 1-Year Sharpe Ratio compare to NTRS and ARES?
Raymond James Financial's 1-Year Sharpe Ratio of -0.12 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-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 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Raymond James Financial and its competitors. Raymond James Financial's current 1-Year Sharpe Ratio is -0.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Raymond James Financial stock overvalued right now?
Based on GuruFocus' analysis, Raymond James Financial (RJF) is currently considered Fairly Valued. The stock's GF Value™ is $170.42, compared to a current price of $168.36 — trading 1.2% below its estimated fair value. The current 1-Year Sharpe Ratio is -0.12. Raymond James Financial's overall GF Score™ is 83/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For Raymond James Financial (RJF), the current 1-Year Sharpe Ratio is -0.12 as of Jul. 20, 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 Raymond James Financial (RJF) Overvalued in 2026?

Based on GuruFocus' analysis, Raymond James Financial stock appears to be undervalued. The current stock price of $168.36 is trading 1.2% below its estimated GF Value™ of $170.42. GuruFocus considers Raymond James Financial to be Fairly Valued.

Key valuation signals for RJF:

  • 1-Year Sharpe Ratio: -0.12
  • GF Value™: $170.42 vs. price of $168.36 (1.2% below fair value)
  • GF Score™: 83/100 with 4 warning signs

No single metric tells the full story. See the RJF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Raymond James Financial Business Description

Address 880 Carillon Parkway, Saint Petersburg, FL, USA, 33716
Raymond James Financial is a diversified financial services firm that provides wealth management, investment banking, asset management, and capital markets services to individuals, corporations, and municipalities. The firm maintains an extensive catalogue of products and services across its business lines. However, the wealth management franchise generates the bulk of its revenues and earnings through a vast network of more than 8,900 independent and employee-affiliated advisors, who collectively managed over $1.7 trillion in client assets as of fiscal year-end 2025. While Raymond James maintains a global footprint, the company derives over 90% of its revenue and an even larger percentage of its operating income, from the United States.
83GF Score

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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$168.36
Price
$170.42
GF Value