Charter Hall Long WALE REIT (ASX:CLW) 1-Year Sharpe Ratio: -0.73 (As of Jul. 21, 2026)

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ASX:CLW Charter Hall Long WALE REIT ASX:CLW
71 GF Score
Price A$3.70
GF Value A$6.15
Valuation Possible Value Trap
! 8 Warning Signs
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What is Charter Hall Long WALE REIT 1-Year Sharpe Ratio?

Charter Hall Long WALE REIT ASX:CLW -0.27% 71 1-Year Sharpe Ratio is -0.73 as of Jul. 21, 2026. GuruFocus rates ASX:CLW with a GF Score™ of 71/100 and a GF Value™ of A$6.15 (Possible Value Trap). The stock has 8 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 (2026-07-21), Charter Hall Long WALE REIT's 1-Year Sharpe Ratio is -0.73.

Charter Hall Long WALE REIT  (ASX:CLW) 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.

Charter Hall Long WALE REIT 1-Year Sharpe Ratio Related Terms

ASX:CLW vs VICI, WPC, BNL: 1-Year Sharpe Ratio Comparison

For the REIT - Diversified subindustry, Charter Hall Long WALE REIT'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.

Charter Hall Long WALE REIT 1-Year Sharpe Ratio vs REITs Industry

For the REITs industry and Real Estate sector, Charter Hall Long WALE REIT's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Charter Hall Long WALE REIT's 1-Year Sharpe Ratio falls into.


ASX:CLW
71GF Score
Charter Hall Long WALE REIT ASX:CLW
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Charter Hall Long WALE REIT 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 -0.73 mean?
Charter Hall Long WALE REIT (ASX:CLW) has a 1-Year Sharpe Ratio of -0.73 as of Jul. 21, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Charter Hall Long WALE REIT and its competitors.
Is Charter Hall Long WALE REIT's 1-Year Sharpe Ratio too high?
Charter Hall Long WALE REIT's current 1-Year Sharpe Ratio is -0.73. Overall, Charter Hall Long WALE REIT has a GF Score™ of 71/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Long WALE REIT's 1-Year Sharpe Ratio compare to VICI and WPC?
Charter Hall Long WALE REIT's 1-Year Sharpe Ratio of -0.73 can be compared against companies in the REITs 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 REITs company?
A good 1-Year Sharpe Ratio depends on the REITs 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 Charter Hall Long WALE REIT and its competitors. Charter Hall Long WALE REIT's current 1-Year Sharpe Ratio is -0.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charter Hall Long WALE REIT stock overvalued right now?
Based on GuruFocus' analysis, Charter Hall Long WALE REIT (ASX:CLW) is currently considered Possible Value Trap. The stock's GF Value™ is A$6.15, compared to a current price of A$3.70 — trading 39.8% below its estimated fair value. The current 1-Year Sharpe Ratio is -0.73. Charter Hall Long WALE REIT's overall GF Score™ is 71/100 with 8 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 Charter Hall Long WALE REIT (ASX:CLW), the current 1-Year Sharpe Ratio is -0.73 as of Jul. 21, 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 Charter Hall Long WALE REIT (ASX:CLW) Overvalued in 2026?

Based on GuruFocus' analysis, Charter Hall Long WALE REIT stock appears to be undervalued. The current stock price of A$3.70 is trading 39.8% below its estimated GF Value™ of A$6.15. GuruFocus considers Charter Hall Long WALE REIT to be Possible Value Trap.

Key valuation signals for ASX:CLW:

  • 1-Year Sharpe Ratio: -0.73
  • GF Value™: A$6.15 vs. price of A$3.70 (39.8% below fair value)
  • GF Score™: 71/100 with 8 warning signs

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

Charter Hall Long WALE REIT Business Description

Industry Real EstateREITs
Address No. 1 Martin Place, Level 20, Sydney, NSW, AUS, 2000
Charter Hall Long WALE REIT is a listed investment vehicle established and managed by Charter Hall Group. The REIT pays management fees to the parent group. There are over 500 properties on balance sheet and in joint ventures, spanning retail, industrial, office, data centers and social infrastructure. The portfolio typically has near full occupancy and long weighted average lease expiry, or WALE, of around 10 years. About half the leases are subject to annual inflation-linked rental uplifts, and half to fixed annual increases (typically 3%). One third of the REIT's income is rents collected from the properties held on its own balance sheet and the rest is co-investment earnings from a dozen joint ventures.
71GF 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.

A$3.70
Price
A$6.15
GF Value