Trade & Value AG (HAM:TAV) 1-Year Sharpe Ratio: 0.14 (As of Aug. 31, 2026)

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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.
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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.

HAM:TAV Trade & Value AG HAM:TAV
33 GF Score
Price €1.51
GF Value €0.44
Valuation Significantly Overvalued
! 1 Warning Sign
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What is Trade & Value AG 1-Year Sharpe Ratio?

Trade & Value AG HAM:TAV 33 1-Year Sharpe Ratio is 0.14 as of Aug. 31, 2026. GuruFocus rates HAM:TAV with a GF Score™ of 33/100 and a GF Value™ of €0.44 (Significantly Overvalued). The stock has 1 warning sign 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 (2026-08-31), Trade & Value AG's 1-Year Sharpe Ratio is 0.14.

Trade & Value AG  (HAM:TAV) 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.

Trade & Value AG 1-Year Sharpe Ratio Related Terms

HAM:TAV vs BLK, BX, KKR: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, Trade & Value AG'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.

Trade & Value AG 1-Year Sharpe Ratio vs Asset Management Industry

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

* The bar in red indicates where Trade & Value AG's 1-Year Sharpe Ratio falls into.


HAM:TAV
33GF Score
Trade & Value AG HAM:TAV
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Trade & Value AG 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 0.14 mean?
Trade & Value AG (HAM:TAV) has a 1-Year Sharpe Ratio of 0.14 as of Aug. 31, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Trade & Value AG and its competitors.
Is Trade & Value AG's 1-Year Sharpe Ratio too high?
Trade & Value AG's current 1-Year Sharpe Ratio is 0.14. Overall, Trade & Value AG has a GF Score™ of 33/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Trade & Value AG's 1-Year Sharpe Ratio compare to BLK and BX?
Trade & Value AG's 1-Year Sharpe Ratio of 0.14 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 Trade & Value AG and its competitors. Trade & Value AG's current 1-Year Sharpe Ratio is 0.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Trade & Value AG stock overvalued right now?
Based on GuruFocus' analysis, Trade & Value AG (HAM:TAV) is currently considered Significantly Overvalued. The stock's GF Value™ is €0.44, compared to a current price of €1.51 — trading 243.2% above its estimated fair value. The current 1-Year Sharpe Ratio is 0.14. Trade & Value AG's overall GF Score™ is 33/100 with 1 warning sign 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 Trade & Value AG (HAM:TAV), the current 1-Year Sharpe Ratio is 0.14 as of Aug. 31, 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 Trade & Value AG (HAM:TAV) Overvalued in 2026?

Based on GuruFocus' analysis, Trade & Value AG stock appears to be overvalued. The current stock price of €1.51 is trading 243.2% above its estimated GF Value™ of €0.44. GuruFocus considers Trade & Value AG to be Significantly Overvalued.

Key valuation signals for HAM:TAV:

  • 1-Year Sharpe Ratio: 0.14
  • GF Value™: €0.44 vs. price of €1.51 (243.2% above fair value)
  • GF Score™: 33/100 with 1 warning sign

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

Trade & Value AG Business Description

Address Am Hayengraben 7, Oldenburg, DEU, 26135
Trade & Value AG is an asset management company operating in Germany. The company focuses on investing in valued companies, undervalued assets, and turnaround stocks.
33GF Score

Get the complete analysis for HAM:TAV

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

€1.51
Price
€0.44
GF Value