Flagship Investments (ASX:FSI) 1-Year Sharpe Ratio: -2.26 (As of Jul. 11, 2026)


ASX:FSI Flagship Investments Ltd ASX:FSI
31 GF Score
Price A$1.30
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What is Flagship Investments 1-Year Sharpe Ratio?

Flagship Investments ASX:FSI 31 1-Year Sharpe Ratio is -2.26 as of Jul. 11, 2026. GuruFocus rates ASX:FSI with a GF Score™ of 31/100.

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 (2026-07-11), Flagship Investments's 1-Year Sharpe Ratio is -2.26.

Flagship Investments  (ASX:FSI) 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.

Flagship Investments 1-Year Sharpe Ratio Related Terms

ASX:FSI vs BLK, BX, KKR: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Flagship Investments'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.

Flagship Investments 1-Year Sharpe Ratio vs Asset Management Industry

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

* The bar in red indicates where Flagship Investments's 1-Year Sharpe Ratio falls into.


ASX:FSI
31GF Score
Flagship Investments Ltd ASX:FSI
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Flagship Investments 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 -2.26 mean?
Flagship Investments (ASX:FSI) has a 1-Year Sharpe Ratio of -2.26 as of Jul. 11, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Flagship Investments and its competitors.
Is Flagship Investments' 1-Year Sharpe Ratio too high?
Flagship Investments' current 1-Year Sharpe Ratio is -2.26. Overall, Flagship Investments has a GF Score™ of 31/100, reflecting its overall financial health beyond just this single metric.
How does Flagship Investments' 1-Year Sharpe Ratio compare to BLK and BX?
Flagship Investments' 1-Year Sharpe Ratio of -2.26 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 Flagship Investments and its competitors. Flagship Investments's current 1-Year Sharpe Ratio is -2.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Flagship Investments stock overvalued right now?
Flagship Investments (ASX:FSI) has a current 1-Year Sharpe Ratio of -2.26. The current 1-Year Sharpe Ratio is -2.26. Flagship Investments' overall GF Score™ is 31/100. 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 Flagship Investments (ASX:FSI), the current 1-Year Sharpe Ratio is -2.26 as of Jul. 11, 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.

Flagship Investments Business Description

Address Corporate Centre One, Level 12, 2 Corporate Court, Bundall, QLD, AUS, 4217
Flagship Investments Ltd is an investment company that provides its investors access to the portfolio of Australian growth companies. The company's investment objective is to achieve medium to long-term capital growth and income by investing in a diversified portfolio of Australian companies; to preserve and enhance the NTA backing per share after allowing for inflation; and to provide shareholders with a fully franked dividend, which will grow at a rate over the rate of inflation.
31GF 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.

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