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 (2026-06-24), Lvmh Moet Hennessy Louis Vuitton SE's 3-Year Sortino Ratio is -0.71.
Lvmh Moet Hennessy Louis Vuitton SE (OTCPK:LVMUY) 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.
Lvmh Moet Hennessy Louis Vuitton SE 3-Year Sortino Ratio Related Terms
LVMUY vs TPR, SIG: 3-Year Sortino Ratio Comparison
For the Luxury Goods subindustry, Lvmh Moet Hennessy Louis Vuitton SE'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.
Lvmh Moet Hennessy Louis Vuitton SE 3-Year Sortino Ratio vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Lvmh Moet Hennessy Louis Vuitton SE's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Lvmh Moet Hennessy Louis Vuitton SE's 3-Year Sortino Ratio falls into.
Lvmh Moet Hennessy Louis Vuitton SE 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.
Lvmh Moet Hennessy Louis Vuitton SE (LVMUY) has a 3-Year Sortino Ratio of -0.71 as of Jun. 24, 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 Lvmh Moet Hennessy Louis Vuitton SE and its competitors.
Is Lvmh Moet Hennessy Louis Vuitton SE's 3-Year Sortino Ratio too high?
Lvmh Moet Hennessy Louis Vuitton SE's current 3-Year Sortino Ratio is -0.71. Overall, Lvmh Moet Hennessy Louis Vuitton SE has a GF Score™ of 91/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Lvmh Moet Hennessy Louis Vuitton SE's 3-Year Sortino Ratio compare to TPR and SIG?
Lvmh Moet Hennessy Louis Vuitton SE's 3-Year Sortino Ratio of -0.71 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 Lvmh Moet Hennessy Louis Vuitton SE and its competitors. Lvmh Moet Hennessy Louis Vuitton SE's current 3-Year Sortino Ratio is -0.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lvmh Moet Hennessy Louis Vuitton SE stock overvalued right now?
Based on GuruFocus' analysis, Lvmh Moet Hennessy Louis Vuitton SE (LVMUY) is currently considered Modestly Undervalued. The stock's GF Value™ is $150.29, compared to a current price of $112.06 — trading 25.4% below its estimated fair value. The current 3-Year Sortino Ratio is -0.71. Lvmh Moet Hennessy Louis Vuitton SE's overall GF Score™ is 91/100 with 2 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 Lvmh Moet Hennessy Louis Vuitton SE (LVMUY), the current 3-Year Sortino Ratio is -0.71 as of Jun. 24, 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 Lvmh Moet Hennessy Louis Vuitton SE (LVMUY) Overvalued in 2026?
Based on GuruFocus' analysis, Lvmh Moet Hennessy Louis Vuitton SE stock appears to be undervalued.
The current stock price of $112.06 is trading 25.4% below its estimated GF Value™ of $150.29.
GuruFocus considers Lvmh Moet Hennessy Louis Vuitton SE to be Modestly Undervalued.
Key valuation signals for LVMUY:
3-Year Sortino Ratio: -0.71
GF Value™: $150.29 vs. price of $112.06 (25.4% below fair value)
No single metric tells the full story. See the LVMUY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Lvmh Moet Hennessy Louis Vuitton SE Business Description
LVMH is a global producer and distributor of luxury goods. It operates six segments: fashion and leather goods, its largest and most profitable; watches and jewelry; wines and spirits; perfumes and cosmetics; selective retailing (including Sephora and airport duty-free retailer DFS); and other. Higher-profile brands include Louis Vuitton, Bulgari, Fendi, Givenchy, Tag Heuer, Hennessy, Moet & Chandon, Glenmorangie, Sephora, and Benefit. LVMH operates over 5,000 stores around the globe.
91GF Score
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