Generali (WBO:AGEN) 1-Year Sharpe Ratio : 1.51 (As of Jul. 13, 2025)

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What is Generali 1-Year Sharpe Ratio?

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 (2025-07-13), Generali's 1-Year Sharpe Ratio is 1.51.

Competitive Comparison of Generali's 1-Year Sharpe Ratio

For the Insurance - Diversified subindustry, Generali'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.

Generali's 1-Year Sharpe Ratio Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Generali's 1-Year Sharpe Ratio distribution charts can be found below:

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

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Generali 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.

Generali (WBO:AGEN) 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.

Generali 1-Year Sharpe Ratio Related Terms

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Generali Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Insurance » Generali (WBO:AGEN) » Definitions » 1-Year Sharpe Ratio

Comparable Companies

Traded in Other Exchanges

ARZGY:USA ARZGF:USA G:Italy Gm:UK 0K78:UK ASG:Germany

Address

Piazza Duca degli Abruzzi, 2, Trieste, ITA, 34132

Website

https://www.generali.com

The roots of Generali date back to the 1830s and the Bora wind and rough seas that hit the Trieste region. Over that decade Generali sought to expand throughout Italy, but this growth was held back by the fragmented nature of Italy. The Italian Revolution in the 1840s paved the way for easier expansion in the country. After World War I, Trieste was handed back to Italy. The dissolution of the Austro-Hungarian Empire created a fragmented Europe and a fragmented Generali. While to this day Generali remains quite a diversified company, its core operations remain in historical Austro-Hungarian countries of Austria, Central and Eastern Europe, Germany, and Italy. This is the case in Generali's nonlife business and France is also an important contributor to life and savings.