Finanzas e Inversiones Valencianas (XMAD:FIV) 1-Year Sortino Ratio: -3.46 (As of Sep. 15, 2026)

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Director of Data and Quant Analytics at GuruFocus
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What is Finanzas e Inversiones Valencianas 1-Year Sortino Ratio?

Finanzas e Inversiones Valencianas XMAD:FIV 1-Year Sortino Ratio is -3.46 as of Sep. 15, 2026. 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 (2026-09-15), Finanzas e Inversiones Valencianas's 1-Year Sortino Ratio is -3.46.

Finanzas e Inversiones Valencianas  (XMAD:FIV) 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.

Finanzas e Inversiones Valencianas 1-Year Sortino Ratio Related Terms

XMAD:FIV vs GRIF, LEJU: 1-Year Sortino Ratio Comparison

For the Real Estate Services subindustry, Finanzas e Inversiones Valencianas'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.

Finanzas e Inversiones Valencianas 1-Year Sortino Ratio vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Finanzas e Inversiones Valencianas's 1-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where Finanzas e Inversiones Valencianas's 1-Year Sortino Ratio falls into.


Finanzas e Inversiones Valencianas 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 -3.46 mean?
Finanzas e Inversiones Valencianas (XMAD:FIV) has a 1-Year Sortino Ratio of -3.46 as of Sep. 15, 2026. 1-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk. View historical data for Finanzas e Inversiones Valencianas and its competitors.
Is Finanzas e Inversiones Valencianas' 1-Year Sortino Ratio too high?
Finanzas e Inversiones Valencianas' current 1-Year Sortino Ratio is -3.46.
How does Finanzas e Inversiones Valencianas' 1-Year Sortino Ratio compare to GRIF and LEJU?
Finanzas e Inversiones Valencianas' 1-Year Sortino Ratio of -3.46 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 Sortino Ratio for a Real Estate company?
A good 1-Year Sortino Ratio depends on the Real Estate 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 Finanzas e Inversiones Valencianas and its competitors. Finanzas e Inversiones Valencianas's current 1-Year Sortino Ratio is -3.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Finanzas e Inversiones Valencianas stock overvalued right now?
Finanzas e Inversiones Valencianas (XMAD:FIV) has a current 1-Year Sortino Ratio of -3.46. The current 1-Year Sortino Ratio is -3.46. 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 Finanzas e Inversiones Valencianas (XMAD:FIV), the current 1-Year Sortino Ratio is -3.46 as of Sep. 15, 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.

Finanzas e Inversiones Valencianas Business Description

Address Calle Caballeros n20, Valencia, ESP, 46001
Finanzas e Inversiones Valencianas SA is a finance and investment company. Its business activities include management and administration of estates and holding share in other companies. It is also engaged in lease and sublease of real estates and provides administrative services to other companies and agricultural properties, and rents and subleases buildings.