IPST (IP Strategy Holdings) 1-Year Sortino Ratio: -1.75 (As of Aug. 05, 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.

IPST IP Strategy Holdings Inc IPST
10 GF Score
Price $2.30
! 6 Warning Signs
View Full Analysis

What is IP Strategy Holdings 1-Year Sortino Ratio?

IP Strategy Holdings IPST +6.98% 10 1-Year Sortino Ratio is -1.75 as of Aug. 05, 2026. GuruFocus rates IPST with a GF Score™ of 10/100. The stock has 6 warning signs investors should review.

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 (2026-08-05), IP Strategy Holdings's 1-Year Sortino Ratio is -1.75.

IP Strategy Holdings  (NAS:IPST) 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.

IP Strategy Holdings 1-Year Sortino Ratio Related Terms

IPST vs PWCM, MWAI, LGHL: 1-Year Sortino Ratio Comparison

For the Capital Markets subindustry, IP Strategy Holdings'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.

IP Strategy Holdings 1-Year Sortino Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, IP Strategy Holdings's 1-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where IP Strategy Holdings's 1-Year Sortino Ratio falls into.


IPST
10GF Score
IP Strategy Holdings Inc IPST
1-Year Sortino Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

IP Strategy Holdings 1-Year Sortino Ratio Calculation

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.

Frequently Asked Questions Learn more about 1-Year Sortino Ratio →
What does a 1-Year Sortino Ratio of -1.75 mean?
IP Strategy Holdings (IPST) has a 1-Year Sortino Ratio of -1.75 as of Aug. 05, 2026. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for IP Strategy Holdings and its competitors.
Is IP Strategy Holdings' 1-Year Sortino Ratio too high?
IP Strategy Holdings' current 1-Year Sortino Ratio is -1.75. Overall, IP Strategy Holdings has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does IP Strategy Holdings' 1-Year Sortino Ratio compare to PWCM and MWAI?
IP Strategy Holdings' 1-Year Sortino Ratio of -1.75 can be compared against companies in the Capital Markets 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 a Capital Markets company?
A good 1-Year Sortino Ratio depends on the Capital Markets 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 IP Strategy Holdings and its competitors. IP Strategy Holdings's current 1-Year Sortino Ratio is -1.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IP Strategy Holdings stock overvalued right now?
IP Strategy Holdings (IPST) has a current 1-Year Sortino Ratio of -1.75. The current 1-Year Sortino Ratio is -1.75. IP Strategy Holdings' overall GF Score™ is 10/100 with 6 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 IP Strategy Holdings (IPST), the current 1-Year Sortino Ratio is -1.75 as of Aug. 05, 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.

IP Strategy Holdings Business Description

Address 9668 Bujacich Road, Gig Harbor, WA, USA, 98332
IP Strategy Holdings Inc operate a diversified business centered on digital asset-based infrastructure and intellectual property (IP) management, supplemented by a legacy craft spirits operating segment. The Company provides public market investors with broad exposure to the around $80 trillion programmable intellectual property economy in a regulated equity format. Its treasury reserve of $IP tokens provides direct participation in the Story ecosystem, which enables on-chain registration, licensing, and monetization of intellectual property.
10GF Score

Get the complete analysis for IPST

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

$2.30
Price