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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 (2026-09-05), Aveanna Healthcare Holdings's 3-Year Sortino Ratio is 2.77.
Aveanna Healthcare Holdings (NAS:AVAH) 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.
Aveanna Healthcare Holdings 3-Year Sortino Ratio Related Terms
AVAH vs BKD, ACHC, GRDN: 3-Year Sortino Ratio Comparison
For the Medical Care Facilities subindustry, Aveanna Healthcare Holdings'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.
Aveanna Healthcare Holdings 3-Year Sortino Ratio vs Healthcare Providers & Services Industry
For the Healthcare Providers & Services industry and Healthcare sector, Aveanna Healthcare Holdings's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Aveanna Healthcare Holdings's 3-Year Sortino Ratio falls into.
Aveanna Healthcare Holdings 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.
Aveanna Healthcare Holdings (AVAH) has a 3-Year Sortino Ratio of 2.77 as of Sep. 05, 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 Aveanna Healthcare Holdings and its competitors.
Is Aveanna Healthcare Holdings' 3-Year Sortino Ratio too high?
Aveanna Healthcare Holdings' current 3-Year Sortino Ratio is 2.77. Overall, Aveanna Healthcare Holdings has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Aveanna Healthcare Holdings' 3-Year Sortino Ratio compare to BKD and ACHC?
Aveanna Healthcare Holdings' 3-Year Sortino Ratio of 2.77 can be compared against companies in the Healthcare Providers & Services 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 Healthcare Providers & Services company?
A good 3-Year Sortino Ratio depends on the Healthcare Providers & Services 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 Aveanna Healthcare Holdings and its competitors. Aveanna Healthcare Holdings's current 3-Year Sortino Ratio is 2.77. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aveanna Healthcare Holdings stock overvalued right now?
Based on GuruFocus' analysis, Aveanna Healthcare Holdings (AVAH) is currently considered Significantly Overvalued. The stock's GF Value™ is $5.64, compared to a current price of $13.58 — trading 140.8% above its estimated fair value. The current 3-Year Sortino Ratio is 2.77. Aveanna Healthcare Holdings' overall GF Score™ is 62/100 with 6 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 Aveanna Healthcare Holdings (AVAH), the current 3-Year Sortino Ratio is 2.77 as of Sep. 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.
Is Aveanna Healthcare Holdings (AVAH) Overvalued in 2026?
Based on GuruFocus' analysis, Aveanna Healthcare Holdings stock appears to be overvalued.
The current stock price of $13.58 is trading 140.8% above its estimated GF Value™ of $5.64.
GuruFocus considers Aveanna Healthcare Holdings to be Significantly Overvalued.
Key valuation signals for AVAH:
3-Year Sortino Ratio: 2.77
GF Value™: $5.64 vs. price of $13.58 (140.8% above fair value)
No single metric tells the full story. See the AVAH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Aveanna Healthcare Holdings Inc is a diversified home care platform that provides care to medically complex, high-cost patient populations. It directly addresses the pressing challenges facing the U.S. healthcare system by providing safe, high-quality care in the home. The firm provides its services through three segments: Private Duty Services (PDS); Home Health & Hospice (HHH); and Medical Solutions (MS). The Private Duty Services segment generates the majority of revenue, which includes private duty skilled nursing services, non-clinical and personal care services, and pediatric therapy services, and is principally reimbursed by Medicaid and Medicaid MCO.
62GF Score
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