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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 (2026-08-03), Bell Financial Group's 1-Year Sharpe Ratio is 0.66.
Bell Financial Group (ASX:BFG) 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.
Bell Financial Group 1-Year Sharpe Ratio Related Terms
ASX:BFG vs MS, GS, SCHW: 1-Year Sharpe Ratio Comparison
For the Capital Markets subindustry, Bell Financial Group'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.
Bell Financial Group 1-Year Sharpe Ratio vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Bell Financial Group's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Bell Financial Group's 1-Year Sharpe Ratio falls into.
Bell Financial Group 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.
Bell Financial Group (ASX:BFG) has a 1-Year Sharpe Ratio of 0.66 as of Aug. 03, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Bell Financial Group and its competitors.
Is Bell Financial Group's 1-Year Sharpe Ratio too high?
Bell Financial Group's current 1-Year Sharpe Ratio is 0.66. Overall, Bell Financial Group has a GF Score™ of 53/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Bell Financial Group's 1-Year Sharpe Ratio compare to MS and GS?
Bell Financial Group's 1-Year Sharpe Ratio of 0.66 can be compared against companies in the Capital Markets 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 a Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets 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 Bell Financial Group and its competitors. Bell Financial Group's current 1-Year Sharpe Ratio is 0.66. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bell Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Bell Financial Group (ASX:BFG) is currently considered Fairly Valued. The stock's GF Value™ is A$1.57, compared to a current price of A$1.60 — trading 1.9% above its estimated fair value. The current 1-Year Sharpe Ratio is 0.66. Bell Financial Group's overall GF Score™ is 53/100 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 Bell Financial Group (ASX:BFG), the current 1-Year Sharpe Ratio is 0.66 as of Aug. 03, 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 Bell Financial Group (ASX:BFG) Overvalued in 2026?
Based on GuruFocus' analysis, Bell Financial Group stock appears to be overvalued.
The current stock price of A$1.60 is trading 1.9% above its estimated GF Value™ of A$1.57.
GuruFocus considers Bell Financial Group to be Fairly Valued.
Key valuation signals for ASX:BFG:
1-Year Sharpe Ratio: 0.66
GF Value™: A$1.57 vs. price of A$1.60 (1.9% above fair value)
No single metric tells the full story. See the ASX:BFG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bell Financial Group Ltd is a capital market service provider based in Australia. It is engaged in providing stockbroking, investment, and financial advisory services to private, institutional, and corporate clients. The reporting segments of the company are: Technology & Platforms, Products & Services, and Broking. Maximum revenue is generated from the Broking segment, which includes traditional retail client broking (Retail client focus) and traditional wholesale client broking services (Institutional and Wholesale client focus). The Technology & Platforms segment includes proprietary technology and platforms, including online broking, and the Products & Services segment represents its margin lending, cash, portfolio administration, and superannuation solutions products and services.
53GF Score
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