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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), Ion Beam Applications's 3-Year Sortino Ratio is 0.26.
Ion Beam Applications (OTCPK:IOBCF) 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.
Ion Beam Applications 3-Year Sortino Ratio Related Terms
IOBCF vs ABT, SYK, MDT: 3-Year Sortino Ratio Comparison
For the Medical Devices subindustry, Ion Beam Applications'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.
Ion Beam Applications 3-Year Sortino Ratio vs Medical Devices & Instruments Industry
For the Medical Devices & Instruments industry and Healthcare sector, Ion Beam Applications's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Ion Beam Applications's 3-Year Sortino Ratio falls into.
Ion Beam Applications 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.
Ion Beam Applications (IOBCF) has a 3-Year Sortino Ratio of 0.26 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 Ion Beam Applications and its competitors.
Is Ion Beam Applications' 3-Year Sortino Ratio too high?
Ion Beam Applications' current 3-Year Sortino Ratio is 0.26. Overall, Ion Beam Applications has a GF Score™ of 82/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Ion Beam Applications' 3-Year Sortino Ratio compare to ABT and SYK?
Ion Beam Applications' 3-Year Sortino Ratio of 0.26 can be compared against companies in the Medical Devices & Instruments 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 Medical Devices & Instruments company?
A good 3-Year Sortino Ratio depends on the Medical Devices & Instruments 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 Ion Beam Applications and its competitors. Ion Beam Applications's current 3-Year Sortino Ratio is 0.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ion Beam Applications stock overvalued right now?
Based on GuruFocus' analysis, Ion Beam Applications (IOBCF) is currently considered Fairly Valued. The stock's GF Value™ is $18.54, compared to a current price of $18.30 — trading 1.3% below its estimated fair value. The current 3-Year Sortino Ratio is 0.26. Ion Beam Applications' overall GF Score™ is 82/100 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 Ion Beam Applications (IOBCF), the current 3-Year Sortino Ratio is 0.26 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 Ion Beam Applications (IOBCF) Overvalued in 2026?
Based on GuruFocus' analysis, Ion Beam Applications stock appears to be undervalued.
The current stock price of $18.30 is trading 1.3% below its estimated GF Value™ of $18.54.
GuruFocus considers Ion Beam Applications to be Fairly Valued.
Key valuation signals for IOBCF:
3-Year Sortino Ratio: 0.26
GF Value™: $18.54 vs. price of $18.30 (1.3% below fair value)
No single metric tells the full story. See the IOBCF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Ion Beam Applications SA develops and manufactures medical devices and software solutions. The firm operates in three segments: IBA Clinical, including Proton Therapy and Dosimetry; IBA Technologies; and IBA Corporate. Proton therapy and other accelerators contribute to the majority of sales. It offers solutions for precision cancer treatment through the use of proton beams, as well as cyclotrons used for the production of radioisotopes and industrial accelerators for sterilization and ionization. The dosimetry business sells measurement and quality assurance instruments for radiotherapy and medical imaging. The firm operates in three geographical areas: Belgium, the United States, China, Germany, and India.
82GF Score
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