Vantage Equities (PHS:V) 1-Year Sharpe Ratio: -0.18 (As of Jul. 06, 2026)


PHS:V Vantage Equities Inc PHS:V
66 GF Score
Price ₱0.82
GF Value ₱0.57
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Vantage Equities 1-Year Sharpe Ratio?

Vantage Equities PHS:V 66 1-Year Sharpe Ratio is -0.18 as of Jul. 06, 2026. GuruFocus rates PHS:V with a GF Score™ of 66/100 and a GF Value™ of ₱0.57 (Significantly Overvalued). The stock has 3 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 (2026-07-06), Vantage Equities's 1-Year Sharpe Ratio is -0.18.

Vantage Equities  (PHS:V) 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.

Vantage Equities 1-Year Sharpe Ratio Related Terms

PHS:V vs MS, GS, SCHW: 1-Year Sharpe Ratio Comparison

For the Capital Markets subindustry, Vantage Equities'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.

Vantage Equities 1-Year Sharpe Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Vantage Equities's 1-Year Sharpe Ratio distribution charts can be found below:

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


PHS:V
66GF Score
Vantage Equities Inc PHS:V
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Vantage Equities 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 -0.18 mean?
Vantage Equities (PHS:V) has a 1-Year Sharpe Ratio of -0.18 as of Jul. 06, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Vantage Equities and its competitors.
Is Vantage Equities' 1-Year Sharpe Ratio too high?
Vantage Equities' current 1-Year Sharpe Ratio is -0.18. Overall, Vantage Equities has a GF Score™ of 66/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vantage Equities' 1-Year Sharpe Ratio compare to MS and GS?
Vantage Equities' 1-Year Sharpe Ratio of -0.18 can be compared against companies in the Capital Markets 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 Capital Markets company?
A good 1-Year Sharpe Ratio depends on the Capital Markets 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 Vantage Equities and its competitors. Vantage Equities's current 1-Year Sharpe Ratio is -0.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vantage Equities stock overvalued right now?
Based on GuruFocus' analysis, Vantage Equities (PHS:V) is currently considered Significantly Overvalued. The stock's GF Value™ is ₱0.57, compared to a current price of ₱0.82 — trading 43.9% above its estimated fair value. The current 1-Year Sharpe Ratio is -0.18. Vantage Equities' overall GF Score™ is 66/100 with 3 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 Vantage Equities (PHS:V), the current 1-Year Sharpe Ratio is -0.18 as of Jul. 06, 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 Vantage Equities (PHS:V) Overvalued in 2026?

Based on GuruFocus' analysis, Vantage Equities stock appears to be overvalued. The current stock price of ₱0.82 is trading 43.9% above its estimated GF Value™ of ₱0.57. GuruFocus considers Vantage Equities to be Significantly Overvalued.

Key valuation signals for PHS:V:

  • 1-Year Sharpe Ratio: -0.18
  • GF Value™: ₱0.57 vs. price of ₱0.82 (43.9% above fair value)
  • GF Score™: 66/100 with 3 warning signs

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

Vantage Equities Business Description

Address 28th Street Corner 5th Avenue, 15th Floor, Philippine Stock Exchange Tower, Bonifacio Global City, Metro Manila, Taguig, PHL, 1605
Vantage Equities Inc is a Philippines-based investment and financial holding company. The company operates business into three segments as follows: Investment holdings segment deals in the acquisition and sale of financial instruments; Remittance services segment provides the infrastructure and services as the direct agent for money transfer of Overseas Filipino Workers; and Mutual fund management segment deals in the management of mutual funds. Subject to the management agreements with the respective funds, PEMI shall manage the resources and operations of the funds. Key revenue is generated from Investment Holdings segment.
66GF Score

Get the complete analysis for PHS:V

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

₱0.82
Price
₱0.57
GF Value