Industrial Investment Trust (LUX:INITL) 1-Year Sharpe Ratio: -74.91 (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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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.

LUX:INITL Industrial Investment Trust Ltd LUX:INITL
62 GF Score
Price $4.92
GF Value $5.52
! 1 Warning Sign
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What is Industrial Investment Trust 1-Year Sharpe Ratio?

Industrial Investment Trust LUX:INITL 62 1-Year Sharpe Ratio is -74.91 as of Aug. 31, 2026. GuruFocus rates LUX:INITL with a GF Score™ of 62/100 and a GF Value™ of $5.52. 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), Industrial Investment Trust's 1-Year Sharpe Ratio is -74.91.

Industrial Investment Trust  (LUX:INITL) 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.

Industrial Investment Trust 1-Year Sharpe Ratio Related Terms

LUX:INITL vs V, MA, AXP: 1-Year Sharpe Ratio Comparison

For the Credit Services subindustry, Industrial Investment Trust'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.

Industrial Investment Trust 1-Year Sharpe Ratio vs Credit Services Industry

For the Credit Services industry and Financial Services sector, Industrial Investment Trust's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Industrial Investment Trust's 1-Year Sharpe Ratio falls into.


LUX:INITL
62GF Score
Industrial Investment Trust Ltd LUX:INITL
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Industrial Investment Trust 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 -74.91 mean?
Industrial Investment Trust (LUX:INITL) has a 1-Year Sharpe Ratio of -74.91 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 Industrial Investment Trust and its competitors.
Is Industrial Investment Trust's 1-Year Sharpe Ratio too high?
Industrial Investment Trust's current 1-Year Sharpe Ratio is -74.91. Overall, Industrial Investment Trust has a GF Score™ of 62/100, reflecting its overall financial health beyond just this single metric.
How does Industrial Investment Trust's 1-Year Sharpe Ratio compare to V and MA?
Industrial Investment Trust's 1-Year Sharpe Ratio of -74.91 can be compared against companies in the Credit Services 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 Credit Services company?
A good 1-Year Sharpe Ratio depends on the Credit Services 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 Industrial Investment Trust and its competitors. Industrial Investment Trust's current 1-Year Sharpe Ratio is -74.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Industrial Investment Trust stock overvalued right now?
Industrial Investment Trust (LUX:INITL) has a current 1-Year Sharpe Ratio of -74.91. The stock's GF Value™ is $5.52, compared to a current price of $4.92 — trading 10.9% below its estimated fair value. The current 1-Year Sharpe Ratio is -74.91. Industrial Investment Trust's overall GF Score™ is 62/100 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 Industrial Investment Trust (LUX:INITL), the current 1-Year Sharpe Ratio is -74.91 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 Industrial Investment Trust (LUX:INITL) Overvalued in 2026?

Based on GuruFocus' analysis, Industrial Investment Trust stock appears to be undervalued. The current stock price of $4.92 is trading 10.9% below its estimated GF Value™ of $5.52.

Key valuation signals for LUX:INITL:

  • 1-Year Sharpe Ratio: -74.91
  • GF Value™: $5.52 vs. price of $4.92 (10.9% below fair value)
  • GF Score™: 62/100 with 1 warning sign

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

Industrial Investment Trust Business Description

Other Exchanges IITL:India501295:India
Address Bandra Kurla Complex, Office No.101A, The Capital, B wing, G Block, Plot No. C-70, Bandra East, Mumbai, MH, IND, 400051
Industrial Investment Trust Ltd is principally a non-banking financial company. Along with its subsidiaries, the company has four principal operating and reporting segments: Investment Activity, Lending Activity, Real Estate, and Others. The majority of its revenue is generated from the Lending Activity.
62GF Score

Get the complete analysis for LUX:INITL

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

$4.92
Price
$5.52
GF Value