PHIL (Philux Global Group) 3-Year Sortino Ratio: 0.17 (As of Sep. 09, 2026)

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What is Philux Global Group 3-Year Sortino Ratio?

Philux Global Group PHIL -99.00% 3-Year Sortino Ratio is 0.17 as of Sep. 09, 2026.

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 (2026-09-09), Philux Global Group's 3-Year Sortino Ratio is 0.17.

Philux Global Group  (OTCPK:PHIL) 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.

Philux Global Group 3-Year Sortino Ratio Related Terms

PHIL vs MS, GS, SCHW: 3-Year Sortino Ratio Comparison

For the Capital Markets subindustry, Philux Global 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.

Philux Global Group 3-Year Sortino Ratio vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Philux Global Group's 3-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where Philux Global Group's 3-Year Sortino Ratio falls into.


Philux Global 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 0.17 mean?
Philux Global Group (PHIL) has a 3-Year Sortino Ratio of 0.17 as of Sep. 09, 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 Philux Global Group and its competitors.
Is Philux Global Group's 3-Year Sortino Ratio too high?
Philux Global Group's current 3-Year Sortino Ratio is 0.17.
How does Philux Global Group's 3-Year Sortino Ratio compare to MS and GS?
Philux Global Group's 3-Year Sortino Ratio of 0.17 can be compared against companies in the Capital Markets 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 Capital Markets company?
A good 3-Year Sortino Ratio depends on the Capital Markets 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 Philux Global Group and its competitors. Philux Global Group's current 3-Year Sortino Ratio is 0.17. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Philux Global Group stock overvalued right now?
Philux Global Group (PHIL) has a current 3-Year Sortino Ratio of 0.17. The current 3-Year Sortino Ratio is 0.17. 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 Philux Global Group (PHIL), the current 3-Year Sortino Ratio is 0.17 as of Sep. 09, 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.

Philux Global Group Business Description

Address 17011 Beach Boulevard, Suite 900, Huntington Beach, CA, USA, 92647
Philux Global Group Inc is engaged in mergers and acquisitions. The company focuses on three distinctive priorities: 1) Development and commercialization of renewable energy using geomagnetic energy technology and photonic self-sustainable energy technology, 2) Development and establishment of the International Financial Center in conjunction with the Asia Diamond Exchange in Vietnam, and 3) Philux Global Funds SCA, SICAV-RAIF (www.philuxfunds.com), a Reserved Alternative Investment Fund (RAIF) under the laws of Luxembourg, plans to invest in the renewable energy program of Philux Global Energy, Inc., the Asia Diamond Exchange and International Financial Center in Vietnam, and other high-priority projects with sustainable growth.