MONTF (Montfort Capital) 1-Year Sharpe Ratio: 0.25 (As of Jul. 11, 2026)


What is Montfort Capital 1-Year Sharpe Ratio?

Montfort Capital MONTF 1-Year Sharpe Ratio is 0.25 as of Jul. 11, 2026. The stock has 7 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 (2026-07-11), Montfort Capital's 1-Year Sharpe Ratio is 0.25.

Montfort Capital  (OTCPK:MONTF) 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.

Montfort Capital 1-Year Sharpe Ratio Related Terms

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

For the Asset Management subindustry, Montfort 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.

Montfort Capital 1-Year Sharpe Ratio vs Asset Management Industry

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

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


Montfort 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?
Montfort Capital (MONTF) has a 1-Year Sharpe Ratio of 0.25 as of Jul. 11, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Montfort Capital and its competitors.
Is Montfort Capital's 1-Year Sharpe Ratio too high?
Montfort Capital's current 1-Year Sharpe Ratio is 0.25.
How does Montfort Capital's 1-Year Sharpe Ratio compare to BLK and BX?
Montfort Capital's 1-Year Sharpe Ratio of 0.25 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 Montfort Capital and its competitors. Montfort 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 Montfort Capital stock overvalued right now?
Montfort Capital (MONTF) has a current 1-Year Sharpe Ratio of 0.25. The stock's GF Value™ is $0.07, compared to a current price of $0.00 — trading 95% below its estimated fair value. The current 1-Year Sharpe Ratio is 0.25. 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 Montfort Capital (MONTF), the current 1-Year Sharpe Ratio is 0.25 as of Jul. 11, 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.

Montfort Capital Business Description

Address 181 Bay Street, Suite 2920, Bay Wellington Tower, Toronto, ON, CAN, M5J 2T3
Montfort Capital Corp manages a diversified family of specialized private credit brands that utilize focused strategies and experienced management teams combined with advanced technology to improve fee-related performance. Montfort facilitates transparency for all its investors through public company reporting. Its mission is to create value for shareholders by leveraging a tech-enabled lending platform to provide private debt capital to growing businesses through its group of specialty finance companies.