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The 10-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past ten years. As of today (2026-09-22), Swiss Prime Site AG's 10-Year Sortino Ratio is 0.45.
Swiss Prime Site AG (XSWX:SPSN) 10-Year Sortino Ratio Explanation
The 10-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past ten year. It is calculated as the annualized result of the average ten-year monthly excess returns divided by the standard deviation of negative returns in the ten-year period. 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.
Differnt from the Sharpe Ratio that penalizes both upside and downside volatility equally, the Sortino Ratio penalizes only those returns falling below a user-specified target or required rate of return. The expected returns here is set to the risk-free rate as well.
Swiss Prime Site AG 10-Year Sortino Ratio Related Terms
Swiss Prime Site AG 10-Year Sortino Ratio Competitor Comparison
For the Real Estate - Diversified subindustry, Swiss Prime Site AG's 10-Year Sortino Ratio, along with its competitors' market caps and 10-Year Sortino 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.
Swiss Prime Site AG 10-Year Sortino Ratio vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Swiss Prime Site AG's 10-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Swiss Prime Site AG's 10-Year Sortino Ratio falls into.
Swiss Prime Site AG 10-Year Sortino Ratio Calculation
The 10-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last ten year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 10-Year Sortino Ratio can be calculated by dividing the difference between the ten-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past ten year.
A downside risk is a potential loss from the asset or investment. The Downside risk here is measured by the downside deviation, which is the standard deviation of negative returns.
Swiss Prime Site AG (XSWX:SPSN) has a 10-Year Sortino Ratio of 0.45 as of Sep. 22, 2026. 10-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past ten years. View historical data for Swiss Prime Site AG and its competitors.
Is Swiss Prime Site AG's 10-Year Sortino Ratio too high?
Swiss Prime Site AG's current 10-Year Sortino Ratio is 0.45. Overall, Swiss Prime Site AG has a GF Score™ of 56/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Swiss Prime Site AG's 10-Year Sortino Ratio compare to competitors?
Swiss Prime Site AG's 10-Year Sortino Ratio of 0.45 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 10-Year Sortino Ratio for a Real Estate company?
A good 10-Year Sortino Ratio depends on the Real Estate industry context. However, 10-Year Sortino 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 10-Year Sortino Ratio mean?
A high 10-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 10-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past ten years. View historical data for Swiss Prime Site AG and its competitors. Swiss Prime Site AG's current 10-Year Sortino Ratio is 0.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Prime Site AG stock overvalued right now?
Based on GuruFocus' analysis, Swiss Prime Site AG (XSWX:SPSN) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF82.54, compared to a current price of CHF125.10 — trading 51.6% above its estimated fair value. The current 10-Year Sortino Ratio is 0.45. Swiss Prime Site AG's overall GF Score™ is 56/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year Sortino Ratio calculated?
10-Year Sortino Ratio is calculated from a company's financial statements. For Swiss Prime Site AG (XSWX:SPSN), the current 10-Year Sortino Ratio is 0.45 as of Sep. 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 Swiss Prime Site AG (XSWX:SPSN) Overvalued in 2026?
Based on GuruFocus' analysis, Swiss Prime Site AG stock appears to be overvalued.
The current stock price of CHF125.10 is trading 51.6% above its estimated GF Value™ of CHF82.54.
GuruFocus considers Swiss Prime Site AG to be Significantly Overvalued.
Key valuation signals for XSWX:SPSN:
10-Year Sortino Ratio: 0.45
GF Value™: CHF82.54 vs. price of CHF125.10 (51.6% above fair value)
No single metric tells the full story. See the XSWX:SPSN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Swiss Prime Site AG is one of Switzerland's largest listed real estate companies, headquartered in Zug. Its core business is the ownership, management, and development of a high-quality commercial property portfolio concentrated in prime Swiss locations, mainly office and retail space in cities such as Zurich, Geneva, Basel, and Lausanne. The company operates through segments covering Real Estate, Asset Management, and Services, and it manages listed and unlisted real estate funds and investment vehicles through its subsidiary Swiss Prime Site Solutions. Its properties are leased to a diversified base of commercial tenants, including retail, office, and hospitality users, generating recurring rental income. The company also develops and repositions properties to create value. Revenue derives primarily from rental income, complemented by asset management fees and real estate services. Swiss Prime Site focuses exclusively on the Swiss market.
56GF Score
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