DX (Dynex Capital) 1-Year Sharpe Ratio: 0.25 (As of Jul. 12, 2026)


DX Dynex Capital Inc DX
67 GF Score
Price $13.15
GF Value $19.80
Valuation Significantly Undervalued
! 4 Warning Signs
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What is Dynex Capital 1-Year Sharpe Ratio?

Dynex Capital DX 67 1-Year Sharpe Ratio is 0.25 as of Jul. 12, 2026. GuruFocus rates DX with a GF Score™ of 67/100 and a GF Value™ of $19.80 (Significantly Undervalued). The stock has 4 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 (2026-07-12), Dynex Capital's 1-Year Sharpe Ratio is 0.25.

Dynex Capital  (NYSE:DX) 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.

Dynex Capital 1-Year Sharpe Ratio Related Terms

DX vs BXMT, ARR, EFC: 1-Year Sharpe Ratio Comparison

For the REIT - Mortgage subindustry, Dynex Capital'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.

Dynex Capital 1-Year Sharpe Ratio vs REITs Industry

For the REITs industry and Real Estate sector, Dynex Capital's 1-Year Sharpe Ratio distribution charts can be found below:

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


DX
67GF Score
Dynex Capital Inc DX
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Dynex Capital 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 0.25 mean?
Dynex Capital (DX) has a 1-Year Sharpe Ratio of 0.25 as of Jul. 12, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Dynex Capital and its competitors.
Is Dynex Capital's 1-Year Sharpe Ratio too high?
Dynex Capital's current 1-Year Sharpe Ratio is 0.25. Overall, Dynex Capital has a GF Score™ of 67/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Dynex Capital's 1-Year Sharpe Ratio compare to BXMT and ARR?
Dynex Capital's 1-Year Sharpe Ratio of 0.25 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 Dynex Capital and its competitors. Dynex Capital's current 1-Year Sharpe Ratio is 0.25. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Dynex Capital stock overvalued right now?
Based on GuruFocus' analysis, Dynex Capital (DX) is currently considered Significantly Undervalued. The stock's GF Value™ is $19.80, compared to a current price of $13.15 — trading 33.6% below its estimated fair value. The current 1-Year Sharpe Ratio is 0.25. Dynex Capital's overall GF Score™ is 67/100 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 Dynex Capital (DX), the current 1-Year Sharpe Ratio is 0.25 as of Jul. 12, 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 Dynex Capital (DX) Overvalued in 2026?

Based on GuruFocus' analysis, Dynex Capital stock appears to be undervalued. The current stock price of $13.15 is trading 33.6% below its estimated GF Value™ of $19.80. GuruFocus considers Dynex Capital to be Significantly Undervalued.

Key valuation signals for DX:

  • 1-Year Sharpe Ratio: 0.25
  • GF Value™: $19.80 vs. price of $13.15 (33.6% below fair value)
  • GF Score™: 67/100 with 4 warning signs

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

Dynex Capital Business Description

Industry Real EstateREITs
Other Exchanges DXpC.PFD:USADYT1:Germany
Address 140 East Shore Drive, Suite 100, Glen Allen, Richmond, VA, USA, 23059-5755
Dynex Capital Inc is a real estate investment trust (REIT) focused on delivering dividends supported by long term returns from investments in mortgage assets backed by U.S. housing and commercial real estate. The Company is internally managed and mainly invests in residential and commercial mortgage-backed securities (RMBS and CMBS), which are Agency securities guaranteed by U.S. government-sponsored enterprises (GSEs). It manages interest rate, prepayment, spread, liquidity, and counterparty risks and operates through one reportable segment investing in MBS funded with repurchase agreements and equity.
67GF 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.

$13.15
Price
$19.80
GF Value