LGGNF (Legal & General Group) 3-Year Sortino Ratio: 0.73 (As of Sep. 10, 2026)

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LGGNF Legal & General Group PLC LGGNF
41 GF Score
Price $4.00
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What is Legal & General Group 3-Year Sortino Ratio?

Legal & General Group LGGNF +2.59% 41 3-Year Sortino Ratio is 0.73 as of Sep. 10, 2026. GuruFocus rates LGGNF with a GF Score™ of 41/100. The stock has 5 warning signs 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 (2026-09-10), Legal & General Group's 3-Year Sortino Ratio is 0.73.

Legal & General Group  (OTCPK:LGGNF) 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.

Legal & General Group 3-Year Sortino Ratio Related Terms

LGGNF vs BLK, BX, KKR: 3-Year Sortino Ratio Comparison

For the Asset Management subindustry, Legal & General Group'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.

Legal & General Group 3-Year Sortino Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Legal & General Group's 3-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where Legal & General Group's 3-Year Sortino Ratio falls into.


LGGNF
41GF Score
Legal & General Group PLC LGGNF
3-Year Sortino Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Legal & General Group 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 0.73 mean?
Legal & General Group (LGGNF) has a 3-Year Sortino Ratio of 0.73 as of Sep. 10, 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 Legal & General Group and its competitors.
Is Legal & General Group's 3-Year Sortino Ratio too high?
Legal & General Group's current 3-Year Sortino Ratio is 0.73. Overall, Legal & General Group has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Legal & General Group's 3-Year Sortino Ratio compare to BLK and BX?
Legal & General Group's 3-Year Sortino Ratio of 0.73 can be compared against companies in the Asset Management 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 an Asset Management company?
A good 3-Year Sortino Ratio depends on the Asset Management 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 Legal & General Group and its competitors. Legal & General Group's current 3-Year Sortino Ratio is 0.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Legal & General Group stock overvalued right now?
Legal & General Group (LGGNF) has a current 3-Year Sortino Ratio of 0.73. The current 3-Year Sortino Ratio is 0.73. Legal & General Group's overall GF Score™ is 41/100 with 5 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 Legal & General Group (LGGNF), the current 3-Year Sortino Ratio is 0.73 as of Sep. 10, 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.

Legal & General Group Business Description

Address One Coleman Street, London, GBR, EC2R 5AA
Legal & General Group PLC operates across five reportable segments, comprising Institutional Retirement, Asset Management, Insurance, Retail Retirement and Corporate Investments. Its revenue includes insurance revenue, fees from fund management and investment contracts and other operational income from contracts with customers. The company operates in United Kingdom, USA and Rest of World.
41GF 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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