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The 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past year. As of today (2026-08-12), Burford Capital's 1-Year Sortino Ratio is -1.64.
Burford Capital (CHIX:BURl) 1-Year Sortino Ratio Explanation
The 1-Year Sortino 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 the standard deviation of negative returns 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.
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.
Burford Capital 1-Year Sortino Ratio Related Terms
CHIX:BURL vs NRK, NXP, BCX: 1-Year Sortino Ratio Comparison
For the Asset Management subindustry, Burford Capital's 1-Year Sortino Ratio, along with its competitors' market caps and 1-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.
Burford Capital 1-Year Sortino Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Burford Capital's 1-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Burford Capital's 1-Year Sortino Ratio falls into.
The 1-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio over the past year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 1-Year Sortino 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 downside risks over one 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.
Burford Capital (CHIX:BURL) has a 1-Year Sortino Ratio of -1.64 as of Aug. 12, 2026. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for Burford Capital and its competitors.
Is Burford Capital's 1-Year Sortino Ratio too high?
Burford Capital's current 1-Year Sortino Ratio is -1.64. Overall, Burford Capital has a GF Score™ of 58/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Burford Capital's 1-Year Sortino Ratio compare to NRK and NXP?
Burford Capital's 1-Year Sortino Ratio of -1.64 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 Sortino Ratio for an Asset Management company?
A good 1-Year Sortino Ratio depends on the Asset Management industry context. However, 1-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 1-Year Sortino Ratio mean?
A high 1-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for Burford Capital and its competitors. Burford Capital's current 1-Year Sortino Ratio is -1.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Burford Capital stock overvalued right now?
Based on GuruFocus' analysis, Burford Capital (CHIX:BURL) is currently considered Modestly Undervalued. The stock's GF Value™ is £4.00, compared to a current price of £3.21 — trading 19.7% below its estimated fair value. The current 1-Year Sortino Ratio is -1.64. Burford Capital's overall GF Score™ is 58/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sortino Ratio calculated?
1-Year Sortino Ratio is calculated from a company's financial statements. For Burford Capital (CHIX:BURL), the current 1-Year Sortino Ratio is -1.64 as of Aug. 12, 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 Burford Capital (CHIX:BURL) Overvalued in 2026?
Based on GuruFocus' analysis, Burford Capital stock appears to be undervalued.
The current stock price of £3.21 is trading 19.7% below its estimated GF Value™ of £4.00.
GuruFocus considers Burford Capital to be Modestly Undervalued.
Key valuation signals for CHIX:BURL:
1-Year Sortino Ratio: -1.64
GF Value™: £4.00 vs. price of £3.21 (19.7% below fair value)
No single metric tells the full story. See the CHIX:BURL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Burford Capital Ltd provides capital against the underlying value of litigation and legal assets, known as legal finance, serving the legal industry with financial products and services. Its business is funding clients engaged in ongoing legal disputes to pay legal fees and monetize the expected future value of disputes, focusing on large, complex matters. The company has two reportable segments: Principal Finance, which earns maximum revenue and allocates capital to legal finance assets from its balance sheet and through interests in private funds managed by the company, and Asset Management and Other Services, which manages legal finance assets for third-party investors and provides other services to the legal industry.
58GF Score
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1-Year Sortino Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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