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The 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. As of today (2026-08-24), Allied Properties Real Estate Investment Trust's 3-Year Sortino Ratio is -0.79.
Allied Properties Real Estate Investment Trust (OTCPK:APYRF) 3-Year Sortino Ratio Explanation
The 3-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past three year. It is calculated as the annualized result of the average three-year monthly excess returns divided by the standard deviation of negative returns in the three-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.
Allied Properties Real Estate Investment Trust 3-Year Sortino Ratio Related Terms
APYRF vs BXP, ARE, VNO: 3-Year Sortino Ratio Comparison
For the REIT - Office subindustry, Allied Properties Real Estate Investment Trust's 3-Year Sortino Ratio, along with its competitors' market caps and 3-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.
Allied Properties Real Estate Investment Trust 3-Year Sortino Ratio vs REITs Industry
Allied Properties Real Estate Investment Trust 3-Year Sortino Ratio Calculation
The 3-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last three year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 3-Year Sortino Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past three 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.
Allied Properties Real Estate Investment Trust (APYRF) has a 3-Year Sortino Ratio of -0.79 as of Aug. 24, 2026. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Allied Properties Real Estate Investment Trust and its competitors.
Is Allied Properties Real Estate Investment Trust's 3-Year Sortino Ratio too high?
Allied Properties Real Estate Investment Trust's current 3-Year Sortino Ratio is -0.79. Overall, Allied Properties Real Estate Investment Trust has a GF Score™ of 59/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Allied Properties Real Estate Investment Trust's 3-Year Sortino Ratio compare to BXP and ARE?
Allied Properties Real Estate Investment Trust's 3-Year Sortino Ratio of -0.79 can be compared against companies in the REITs industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sortino Ratio for a REITs company?
A good 3-Year Sortino Ratio depends on the REITs industry context. However, 3-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 3-Year Sortino Ratio mean?
A high 3-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past three years. View historical data for Allied Properties Real Estate Investment Trust and its competitors. Allied Properties Real Estate Investment Trust's current 3-Year Sortino Ratio is -0.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Allied Properties Real Estate Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Allied Properties Real Estate Investment Trust (APYRF) is currently considered Possible Value Trap. The stock's GF Value™ is $10.04, compared to a current price of $6.77 — trading 32.6% below its estimated fair value. The current 3-Year Sortino Ratio is -0.79. Allied Properties Real Estate Investment Trust's overall GF Score™ is 59/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sortino Ratio calculated?
3-Year Sortino Ratio is calculated from a company's financial statements. For Allied Properties Real Estate Investment Trust (APYRF), the current 3-Year Sortino Ratio is -0.79 as of Aug. 24, 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 Allied Properties Real Estate Investment Trust (APYRF) Overvalued in 2026?
Based on GuruFocus' analysis, Allied Properties Real Estate Investment Trust stock appears to be undervalued.
The current stock price of $6.77 is trading 32.6% below its estimated GF Value™ of $10.04.
GuruFocus considers Allied Properties Real Estate Investment Trust to be Possible Value Trap.
Key valuation signals for APYRF:
3-Year Sortino Ratio: -0.79
GF Value™: $10.04 vs. price of $6.77 (32.6% below fair value)
No single metric tells the full story. See the APYRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Allied Properties Real Estate Investment Trust is a real estate investment trust engaged in the development, management, and ownership of urban office environments across Canadian cities. Maximum of the total square footage in the company's real estate portfolio is located in Toronto, Calgary, Vancouver and Montreal. Allied Properties derives nearly all of its income in the form of rental revenue from tenants in its properties. The majority of this revenue comes from its assets located in Central Canada. Allied Properties' maximum tenants include IT, banking, government, marketing, and telecommunications firms. The company also controls a number of telecommunications / IT and retail properties within its real estate portfolio.
59GF Score
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