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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 (2026-07-24), Patria Investments's 1-Year Sharpe Ratio is -0.78.
Patria Investments (BSP:P2AX34) 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.
Patria Investments 1-Year Sharpe Ratio Related Terms
BSP:P2AX34 vs GAB, ETG, USA: 1-Year Sharpe Ratio Comparison
For the Asset Management subindustry, Patria 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.
Patria Investments 1-Year Sharpe Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Patria Investments's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Patria Investments's 1-Year Sharpe Ratio falls into.
Patria 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.
Patria Investments (BSP:P2AX34) has a 1-Year Sharpe Ratio of -0.78 as of Jul. 24, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Patria Investments and its competitors.
Is Patria Investments' 1-Year Sharpe Ratio too high?
Patria Investments' current 1-Year Sharpe Ratio is -0.78. Overall, Patria Investments has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Patria Investments' 1-Year Sharpe Ratio compare to GAB and ETG?
Patria Investments' 1-Year Sharpe Ratio of -0.78 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 Patria Investments and its competitors. Patria Investments's current 1-Year Sharpe Ratio is -0.78. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patria Investments stock overvalued right now?
Based on GuruFocus' analysis, Patria Investments (BSP:P2AX34) is currently considered Modestly Undervalued. The stock's GF Value™ is R$37.67, compared to a current price of R$27.37 — trading 27.3% below its estimated fair value. The current 1-Year Sharpe Ratio is -0.78. Patria Investments' overall GF Score™ is 68/100 with 7 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 Patria Investments (BSP:P2AX34), the current 1-Year Sharpe Ratio is -0.78 as of Jul. 24, 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 Patria Investments (BSP:P2AX34) Overvalued in 2026?
Based on GuruFocus' analysis, Patria Investments stock appears to be undervalued.
The current stock price of R$27.37 is trading 27.3% below its estimated GF Value™ of R$37.67.
GuruFocus considers Patria Investments to be Modestly Undervalued.
Key valuation signals for BSP:P2AX34:
1-Year Sharpe Ratio: -0.78
GF Value™: R$37.67 vs. price of R$27.37 (27.3% below fair value)
No single metric tells the full story. See the BSP:P2AX34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Patria Investments Ltd is an alternative asset management firm specializing in resilient sectors across select regions. It seeks to provide world-wide and Latin American investors with attractive investment products that allows portfolio diversification and consistent returns. The group promotes inclusive and sustainable development in the Asset Classes: Private Equity, Private Equity Solutions, Credit, Real Estate, Infrastructure, and Public Equities Main sectors: Agribusiness, Power & Energy, Healthcare, Logistics & Transportations, Food & Beverage and Digital & Tech Services Investment Regions.
68GF Score
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