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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 (2026-07-28), InRetail Peru's 3-Year Sortino Ratio is -1.08.
InRetail Peru (OTCPK:INREF) 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.
InRetail Peru 3-Year Sortino Ratio Related Terms
INREF vs DDS, M: 3-Year Sortino Ratio Comparison
For the Department Stores subindustry, InRetail Peru'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.
InRetail Peru 3-Year Sortino Ratio vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, InRetail Peru's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where InRetail Peru's 3-Year Sortino Ratio falls into.
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.
InRetail Peru (INREF) has a 3-Year Sortino Ratio of -1.08 as of Jul. 28, 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 InRetail Peru and its competitors.
Is InRetail Peru's 3-Year Sortino Ratio too high?
InRetail Peru's current 3-Year Sortino Ratio is -1.08. Overall, InRetail Peru has a GF Score™ of 72/100, reflecting its overall financial health beyond just this single metric.
How does InRetail Peru's 3-Year Sortino Ratio compare to DDS and M?
InRetail Peru's 3-Year Sortino Ratio of -1.08 can be compared against companies in the Retail - Cyclical 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 Retail - Cyclical company?
A good 3-Year Sortino Ratio depends on the Retail - Cyclical 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 InRetail Peru and its competitors. InRetail Peru's current 3-Year Sortino Ratio is -1.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is InRetail Peru stock overvalued right now?
InRetail Peru (INREF) has a current 3-Year Sortino Ratio of -1.08. The stock's GF Value™ is $23.82, compared to a current price of $26.84 — trading 12.7% above its estimated fair value. The current 3-Year Sortino Ratio is -1.08. InRetail Peru's overall GF Score™ is 72/100 with 10 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 InRetail Peru (INREF), the current 3-Year Sortino Ratio is -1.08 as of Jul. 28, 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 InRetail Peru (INREF) Overvalued in 2026?
Based on GuruFocus' analysis, InRetail Peru stock appears to be overvalued.
The current stock price of $26.84 is trading 12.7% above its estimated GF Value™ of $23.82.
Key valuation signals for INREF:
3-Year Sortino Ratio: -1.08
GF Value™: $23.82 vs. price of $26.84 (12.7% above fair value)
No single metric tells the full story. See the INREF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
InRetail Peru Corp operates supermarkets, hypermarkets, pharmacies and shopping centers, as well as real estate development and digital services. Its operations are concentrated in Peru; however, it maintains operations in the exterior mainly related to the commercialization of pharmaceuticals and consumer products. The company's reportable segments include: i) Food Retail, ii) Pharmacies, iii) Shopping Malls and iv) Digital. It generates the majority of its revenue from the Food Retail segment. Geographically, it derives a majority of its revenue from Peru and also has a presence in Ecuador and Other countries. The company brands include Plaza Vea, Plaza Vea Super, Plaza Vea Express, Vivanda, Mass, and Makro brands.
72GF 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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