IDGR (Ideal Group of) 1-Year Sharpe Ratio: -0.34 (As of Aug. 17, 2026)

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Director of Data and Quant Analytics at GuruFocus
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What is Ideal Group of 1-Year Sharpe Ratio?

Ideal Group of IDGR +11.67% 1-Year Sharpe Ratio is -0.34 as of Aug. 17, 2026.

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 (2026-08-17), Ideal Group of's 1-Year Sharpe Ratio is -0.34.

Ideal Group of  (OTCPK:IDGR) 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.

Ideal Group of 1-Year Sharpe Ratio Related Terms

IDGR vs EPXY, STTH, ZIMCF: 1-Year Sharpe Ratio Comparison

For the Mortgage Finance subindustry, Ideal Group of'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.

Ideal Group of 1-Year Sharpe Ratio vs Banks Industry

For the Banks industry and Financial Services sector, Ideal Group of's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Ideal Group of's 1-Year Sharpe Ratio falls into.


Ideal Group of 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 -0.34 mean?
Ideal Group of (IDGR) has a 1-Year Sharpe Ratio of -0.34 as of Aug. 17, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Ideal Group of and its competitors.
Is Ideal Group of's 1-Year Sharpe Ratio too high?
Ideal Group of's current 1-Year Sharpe Ratio is -0.34.
How does Ideal Group of's 1-Year Sharpe Ratio compare to EPXY and STTH?
Ideal Group of's 1-Year Sharpe Ratio of -0.34 can be compared against companies in the Banks 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 Banks company?
A good 1-Year Sharpe Ratio depends on the Banks 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 Ideal Group of and its competitors. Ideal Group of's current 1-Year Sharpe Ratio is -0.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ideal Group of stock overvalued right now?
Ideal Group of (IDGR) has a current 1-Year Sharpe Ratio of -0.34. The current 1-Year Sharpe Ratio is -0.34. 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 Ideal Group of (IDGR), the current 1-Year Sharpe Ratio is -0.34 as of Aug. 17, 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.

Ideal Group of Business Description

Address 1525 North Fant Street, Anderson, SC, USA, 29621
Ideal Group of Companies Inc is focused on four areas: (1) real estate consisting of (a) real estate mortgage brokerage and commercial loans, (b) development of residential and commercial projects initially in South Carolina, Florida, Texas and adjacent states, (2) licensing and sales of data bases of senior and other email addresses principally consisting of seniors and business executives, (3) online targeted marketing, advertising and sales of products and services and (4) sharing of product marketing revenue with its strategic marketing partners and (5) the mortgage business. The company generates all of its revenue from the Mortgage Business.