Strategic Energy Resources (ASX:SER) 3-Year Sortino Ratio: 0.20 (As of Aug. 17, 2026)

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ASX:SER Strategic Energy Resources Ltd ASX:SER
30 GF Score
Price A$0.14
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What is Strategic Energy Resources 3-Year Sortino Ratio?

Strategic Energy Resources ASX:SER +7.69% 30 3-Year Sortino Ratio is 0.20 as of Aug. 17, 2026. GuruFocus rates ASX:SER with a GF Score™ of 30/100. The stock has 1 warning sign investors should review.

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 (2026-08-17), Strategic Energy Resources's 3-Year Sortino Ratio is 0.20.

Strategic Energy Resources  (ASX:SER) 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.

Strategic Energy Resources 3-Year Sortino Ratio Related Terms

Strategic Energy Resources 3-Year Sortino Ratio Competitor Comparison

For the Other Industrial Metals & Mining subindustry, Strategic Energy Resources'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.

Strategic Energy Resources 3-Year Sortino Ratio vs Metals & Mining Industry

For the Metals & Mining industry and Basic Materials sector, Strategic Energy Resources's 3-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where Strategic Energy Resources's 3-Year Sortino Ratio falls into.


ASX:SER
30GF Score
Strategic Energy Resources Ltd ASX:SER
3-Year Sortino Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Strategic Energy Resources 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.

Frequently Asked Questions Learn more about 3-Year Sortino Ratio →
What does a 3-Year Sortino Ratio of 0.20 mean?
Strategic Energy Resources (ASX:SER) has a 3-Year Sortino Ratio of 0.20 as of Aug. 17, 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 Strategic Energy Resources and its competitors.
Is Strategic Energy Resources' 3-Year Sortino Ratio too high?
Strategic Energy Resources' current 3-Year Sortino Ratio is 0.20. Overall, Strategic Energy Resources has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Strategic Energy Resources' 3-Year Sortino Ratio compare to competitors?
Strategic Energy Resources' 3-Year Sortino Ratio of 0.20 can be compared against companies in the Metals & Mining 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 Metals & Mining company?
A good 3-Year Sortino Ratio depends on the Metals & Mining 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 Strategic Energy Resources and its competitors. Strategic Energy Resources's current 3-Year Sortino Ratio is 0.20. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Strategic Energy Resources stock overvalued right now?
Strategic Energy Resources (ASX:SER) has a current 3-Year Sortino Ratio of 0.20. The current 3-Year Sortino Ratio is 0.20. Strategic Energy Resources' overall GF Score™ is 30/100 with 1 warning sign 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 Strategic Energy Resources (ASX:SER), the current 3-Year Sortino Ratio is 0.20 as of Aug. 17, 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.

Strategic Energy Resources Business Description

Other Exchanges EB8:Germany
Address 385 Bourke Street, Suite 2 Level 11, Melbourne, VIC, AUS, 3000
Strategic Energy Resources Ltd is engaged in the exploration of minerals in Australia. Its projects include the Canobie Project, Isa North Copper-Gold Project, Mundi Project, West Koonenberry, Myall Creek, and the South Cobar Project among others. The company operates in one segment which is mineral exploration within Australia.
30GF Score

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

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