GAM Holding AG (XSWX:GAM) 1-Year Sharpe Ratio: -0.36 (As of Jul. 14, 2026)

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Director of Data and Quant Analytics at GuruFocus
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What is GAM Holding AG 1-Year Sharpe Ratio?

GAM Holding AG XSWX:GAM -1.61% 1-Year Sharpe Ratio is -0.36 as of Jul. 14, 2026. The stock has 6 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 (2026-07-14), GAM Holding AG's 1-Year Sharpe Ratio is -0.36.

GAM Holding AG  (XSWX:GAM) 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.

GAM Holding AG 1-Year Sharpe Ratio Related Terms

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

For the Asset Management subindustry, GAM Holding AG'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.

GAM Holding AG 1-Year Sharpe Ratio vs Asset Management Industry

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

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


GAM Holding AG 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 -0.36 mean?
GAM Holding AG (XSWX:GAM) has a 1-Year Sharpe Ratio of -0.36 as of Jul. 14, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for GAM Holding AG and its competitors.
Is GAM Holding AG's 1-Year Sharpe Ratio too high?
GAM Holding AG's current 1-Year Sharpe Ratio is -0.36.
How does GAM Holding AG's 1-Year Sharpe Ratio compare to BLK and BX?
GAM Holding AG's 1-Year Sharpe Ratio of -0.36 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 GAM Holding AG and its competitors. GAM Holding AG's current 1-Year Sharpe Ratio is -0.36. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is GAM Holding AG stock overvalued right now?
Based on GuruFocus' analysis, GAM Holding AG (XSWX:GAM) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF0.01, compared to a current price of CHF0.06 — trading 510% above its estimated fair value. The current 1-Year Sharpe Ratio is -0.36. 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 GAM Holding AG (XSWX:GAM), the current 1-Year Sharpe Ratio is -0.36 as of Jul. 14, 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.

GAM Holding AG Business Description

Other Exchanges GAMz:UK0QN3:UKGAD:Germany
Address Hardstrasse 201, Zurich, CHE, CH-8005
GAM Holding AG is a asset manager with products that cater to institutions, intermediaries, and private clients.The company offers risk-rated, flexible solution, absolute return strategies across an array of asset classes and strategies. The company provides Asset management services through the GAM and Julius Bae brands and includes investment advice from internal and external professionals.