CVC Capital Partners (WBO:CVC) 1-Year Sortino Ratio: -0.42 (As of Aug. 31, 2026)

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WBO:CVC CVC Capital Partners PLC WBO:CVC
22 GF Score
Price €14.80
! 3 Warning Signs
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What is CVC Capital Partners 1-Year Sortino Ratio?

CVC Capital Partners WBO:CVC +0.41% 22 1-Year Sortino Ratio is -0.42 as of Aug. 31, 2026. GuruFocus rates WBO:CVC with a GF Score™ of 22/100. The stock has 3 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 (2026-08-31), CVC Capital Partners's 1-Year Sortino Ratio is -0.42.

CVC Capital Partners  (WBO:CVC) 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.

CVC Capital Partners 1-Year Sortino Ratio Related Terms

WBO:CVC vs BLK, BX, KKR: 1-Year Sortino Ratio Comparison

For the Asset Management subindustry, CVC Capital Partners'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.

CVC Capital Partners 1-Year Sortino Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, CVC Capital Partners's 1-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where CVC Capital Partners's 1-Year Sortino Ratio falls into.


WBO:CVC
22GF Score
CVC Capital Partners PLC WBO:CVC
1-Year Sortino Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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CVC Capital Partners 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 -0.42 mean?
CVC Capital Partners (WBO:CVC) has a 1-Year Sortino Ratio of -0.42 as of Aug. 31, 2026. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for CVC Capital Partners and its competitors.
Is CVC Capital Partners' 1-Year Sortino Ratio too high?
CVC Capital Partners' current 1-Year Sortino Ratio is -0.42. Overall, CVC Capital Partners has a GF Score™ of 22/100, reflecting its overall financial health beyond just this single metric.
How does CVC Capital Partners' 1-Year Sortino Ratio compare to BLK and BX?
CVC Capital Partners' 1-Year Sortino Ratio of -0.42 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 CVC Capital Partners and its competitors. CVC Capital Partners's current 1-Year Sortino Ratio is -0.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CVC Capital Partners stock overvalued right now?
CVC Capital Partners (WBO:CVC) has a current 1-Year Sortino Ratio of -0.42. The current 1-Year Sortino Ratio is -0.42. CVC Capital Partners' overall GF Score™ is 22/100 with 3 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 CVC Capital Partners (WBO:CVC), the current 1-Year Sortino Ratio is -0.42 as of Aug. 31, 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.

CVC Capital Partners Business Description

Address Level 1, IFC 1, Esplanade, St Helier, JEY, JE2 3BX
Citicorp established CVC Capital Partners in 1981 as its European venture capital business. In 1993, the senior investment team negotiated a spinout from Citicorp to form an independent firm, at which point CVC also completed its transition from venture capital into leveraged buyouts and investments in mature businesses. Over time, CVC evolved into a manager of private equity, credit, secondaries, and infrastructure funds. CVC invests most of its funds in Europe and the United States, with a smaller exposure to Asia.
22GF 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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