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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 (2026-09-05), Wealth Management's 1-Year Sharpe Ratio is 0.16.
Wealth Management (TSE:3772) 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.
Wealth Management 1-Year Sharpe Ratio Related Terms
Wealth Management 1-Year Sharpe Ratio Competitor Comparison
For the Real Estate - Diversified subindustry, Wealth Management'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.
Wealth Management 1-Year Sharpe Ratio vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Wealth Management's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Wealth Management's 1-Year Sharpe Ratio falls into.
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.
Wealth Management (TSE:3772) has a 1-Year Sharpe Ratio of 0.16 as of Sep. 05, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for Wealth Management and its competitors.
Is Wealth Management's 1-Year Sharpe Ratio too high?
Wealth Management's current 1-Year Sharpe Ratio is 0.16. Overall, Wealth Management has a GF Score™ of 56/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth Management's 1-Year Sharpe Ratio compare to competitors?
Wealth Management's 1-Year Sharpe Ratio of 0.16 can be compared against companies in the Real Estate 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 Real Estate company?
A good 1-Year Sharpe Ratio depends on the Real Estate 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 Wealth Management and its competitors. Wealth Management's current 1-Year Sharpe Ratio is 0.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth Management stock overvalued right now?
Based on GuruFocus' analysis, Wealth Management (TSE:3772) is currently considered Modestly Overvalued. The stock's GF Value™ is 円844.29, compared to a current price of 円1,100.00 — trading 30.3% above its estimated fair value. The current 1-Year Sharpe Ratio is 0.16. Wealth Management's overall GF Score™ is 56/100 with 9 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 Wealth Management (TSE:3772), the current 1-Year Sharpe Ratio is 0.16 as of Sep. 05, 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 Wealth Management (TSE:3772) Overvalued in 2026?
Based on GuruFocus' analysis, Wealth Management stock appears to be overvalued.
The current stock price of 円1,100.00 is trading 30.3% above its estimated GF Value™ of 円844.29.
GuruFocus considers Wealth Management to be Modestly Overvalued.
Key valuation signals for TSE:3772:
1-Year Sharpe Ratio: 0.16
GF Value™: 円844.29 vs. price of 円1,100.00 (30.3% above fair value)
No single metric tells the full story. See the TSE:3772 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wealth Management Inc, along with its subsidiaries, operates in the following reportable segments: Asset management business, Real Estate business, and Hotel operation business. The majority of its revenue is generated from the Real Estate business, which is engaged in the acquisition, development, ownership, sale, and rental (master lease), etc., of real estate. The Asset management business is engaged in the operation and management of real estate and also provides investment advice on the acquisition, sale, and management of real estate. The Hotel operation business provides various services related to hotel operation, such as revenue management, on-site management of hotels, and consulting on hotel opening and operation.
56GF Score
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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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