Qualitas Real Estateome Fund (ASX:QRI) 1-Year Sharpe Ratio: -1.59 (As of Jul. 27, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:QRI Qualitas Real Estate Income Fund ASX:QRI
27 GF Score
Price A$1.56
! 5 Warning Signs
View Full Analysis

What is Qualitas Real Estateome Fund 1-Year Sharpe Ratio?

Qualitas Real Estateome Fund ASX:QRI +0.32% 27 1-Year Sharpe Ratio is -1.59 as of Jul. 27, 2026. GuruFocus rates ASX:QRI with a GF Score™ of 27/100. The stock has 5 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 (2026-07-27), Qualitas Real Estateome Fund's 1-Year Sharpe Ratio is -1.59.

Qualitas Real Estateome Fund  (ASX:QRI) 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.

Qualitas Real Estateome Fund 1-Year Sharpe Ratio Related Terms

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

For the Asset Management subindustry, Qualitas Real Estateome Fund'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.

Qualitas Real Estateome Fund 1-Year Sharpe Ratio vs Asset Management Industry

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

* The bar in red indicates where Qualitas Real Estateome Fund's 1-Year Sharpe Ratio falls into.


ASX:QRI
27GF Score
Qualitas Real Estate Income Fund ASX:QRI
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Qualitas Real Estateome Fund 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 -1.59 mean?
Qualitas Real Estateome Fund (ASX:QRI) has a 1-Year Sharpe Ratio of -1.59 as of Jul. 27, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Qualitas Real Estateome Fund and its competitors.
Is Qualitas Real Estateome Fund's 1-Year Sharpe Ratio too high?
Qualitas Real Estateome Fund's current 1-Year Sharpe Ratio is -1.59. Overall, Qualitas Real Estateome Fund has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Qualitas Real Estateome Fund's 1-Year Sharpe Ratio compare to BLK and BX?
Qualitas Real Estateome Fund's 1-Year Sharpe Ratio of -1.59 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 Qualitas Real Estateome Fund and its competitors. Qualitas Real Estateome Fund's current 1-Year Sharpe Ratio is -1.59. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Qualitas Real Estateome Fund stock overvalued right now?
Qualitas Real Estateome Fund (ASX:QRI) has a current 1-Year Sharpe Ratio of -1.59. The current 1-Year Sharpe Ratio is -1.59. Qualitas Real Estateome Fund's overall GF Score™ is 27/100 with 5 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 Qualitas Real Estateome Fund (ASX:QRI), the current 1-Year Sharpe Ratio is -1.59 as of Jul. 27, 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.

Qualitas Real Estateome Fund Business Description

Address 123 Pitt Street, Level 18, Angel Place, Sydney, NSW, AUS, 2000
Qualitas Real Estate Income Fund is a real estate investment management firm that seeks to invest the Trust's capital in a portfolio of investments that provide unitholders with exposure to real estate loans secured by first and second mortgages, predominantly located in Australia.
27GF Score

Get the complete analysis for ASX:QRI

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

A$1.56
Price