AV-Gad Holdings (XTAE:AVGD) 1-Year Sharpe Ratio: -0.93 (As of Aug. 22, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XTAE:AVGD AV-Gad Holdings Ltd XTAE:AVGD
57 GF Score
Price ₪12.14
GF Value ₪21.71
Valuation Possible Value Trap
! 9 Warning Signs
View Full Analysis

What is AV-Gad Holdings 1-Year Sharpe Ratio?

AV-Gad Holdings XTAE:AVGD -0.33% 57 1-Year Sharpe Ratio is -0.93 as of Aug. 22, 2026. GuruFocus rates XTAE:AVGD with a GF Score™ of 57/100 and a GF Value™ of ₪21.71 (Possible Value Trap). The stock has 9 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 (2026-08-22), AV-Gad Holdings's 1-Year Sharpe Ratio is -0.93.

AV-Gad Holdings  (XTAE:AVGD) 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.

AV-Gad Holdings 1-Year Sharpe Ratio Related Terms

AV-Gad Holdings 1-Year Sharpe Ratio Competitor Comparison

For the Real Estate - Development subindustry, AV-Gad Holdings'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.

AV-Gad Holdings 1-Year Sharpe Ratio vs Real Estate Industry

For the Real Estate industry and Real Estate sector, AV-Gad Holdings's 1-Year Sharpe Ratio distribution charts can be found below:

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


XTAE:AVGD
57GF Score
AV-Gad Holdings Ltd XTAE:AVGD
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AV-Gad Holdings 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 -0.93 mean?
AV-Gad Holdings (XTAE:AVGD) has a 1-Year Sharpe Ratio of -0.93 as of Aug. 22, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for AV-Gad Holdings and its competitors.
Is AV-Gad Holdings' 1-Year Sharpe Ratio too high?
AV-Gad Holdings' current 1-Year Sharpe Ratio is -0.93. Overall, AV-Gad Holdings has a GF Score™ of 57/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does AV-Gad Holdings' 1-Year Sharpe Ratio compare to competitors?
AV-Gad Holdings' 1-Year Sharpe Ratio of -0.93 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 AV-Gad Holdings and its competitors. AV-Gad Holdings's current 1-Year Sharpe Ratio is -0.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AV-Gad Holdings stock overvalued right now?
Based on GuruFocus' analysis, AV-Gad Holdings (XTAE:AVGD) is currently considered Possible Value Trap. The stock's GF Value™ is ₪21.71, compared to a current price of ₪12.14 — trading 44.1% below its estimated fair value. The current 1-Year Sharpe Ratio is -0.93. AV-Gad Holdings' overall GF Score™ is 57/100 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 AV-Gad Holdings (XTAE:AVGD), the current 1-Year Sharpe Ratio is -0.93 as of Aug. 22, 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 AV-Gad Holdings (XTAE:AVGD) Overvalued in 2026?

Based on GuruFocus' analysis, AV-Gad Holdings stock appears to be undervalued. The current stock price of ₪12.14 is trading 44.1% below its estimated GF Value™ of ₪21.71. GuruFocus considers AV-Gad Holdings to be Possible Value Trap.

Key valuation signals for XTAE:AVGD:

  • 1-Year Sharpe Ratio: -0.93
  • GF Value™: ₪21.71 vs. price of ₪12.14 (44.1% below fair value)
  • GF Score™: 57/100 with 9 warning signs

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

AV-Gad Holdings Business Description

Address The Work 11, Raanana, ISR
AV-Gad Holdings Ltd is engaged in initiating and building urban renewal projects which usually include adding new apartments in old built-up residential areas, by strengthening and condensing on top of existing buildings or by demolishing old buildings and building new ones in their place.
57GF Score

Get the complete analysis for XTAE:AVGD

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

₪12.14
Price
₪21.71
GF Value