Lodestar Investment Holdings (PHS:LODE) 3-Year Sortino Ratio: 0.31 (As of Jul. 21, 2026)

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PHS:LODE Lodestar Investment Holdings Corp PHS:LODE
27 GF Score
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What is Lodestar Investment Holdings 3-Year Sortino Ratio?

Lodestar Investment Holdings PHS:LODE +1.64% 27 3-Year Sortino Ratio is 0.31 as of Jul. 21, 2026. GuruFocus rates PHS:LODE with a GF Score™ of 27/100.

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 (2026-07-21), Lodestar Investment Holdings's 3-Year Sortino Ratio is 0.31.

Lodestar Investment Holdings  (PHS:LODE) 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.

Lodestar Investment Holdings 3-Year Sortino Ratio Related Terms

PHS:LODE vs XXI, CCXI, DMII: 3-Year Sortino Ratio Comparison

For the Shell Companies subindustry, Lodestar Investment Holdings'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.

Lodestar Investment Holdings 3-Year Sortino Ratio vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Lodestar Investment Holdings's 3-Year Sortino Ratio distribution charts can be found below:

* The bar in red indicates where Lodestar Investment Holdings's 3-Year Sortino Ratio falls into.


PHS:LODE
27GF Score
Lodestar Investment Holdings Corp PHS:LODE
3-Year Sortino Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Lodestar Investment Holdings 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 0.31 mean?
Lodestar Investment Holdings (PHS:LODE) has a 3-Year Sortino Ratio of 0.31 as of Jul. 21, 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 Lodestar Investment Holdings and its competitors.
Is Lodestar Investment Holdings' 3-Year Sortino Ratio too high?
Lodestar Investment Holdings' current 3-Year Sortino Ratio is 0.31. Overall, Lodestar Investment Holdings has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Lodestar Investment Holdings' 3-Year Sortino Ratio compare to XXI and CCXI?
Lodestar Investment Holdings' 3-Year Sortino Ratio of 0.31 can be compared against companies in the Diversified Financial Services 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 Diversified Financial Services company?
A good 3-Year Sortino Ratio depends on the Diversified Financial Services 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 Lodestar Investment Holdings and its competitors. Lodestar Investment Holdings's current 3-Year Sortino Ratio is 0.31. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lodestar Investment Holdings stock overvalued right now?
Lodestar Investment Holdings (PHS:LODE) has a current 3-Year Sortino Ratio of 0.31. The current 3-Year Sortino Ratio is 0.31. Lodestar Investment Holdings' overall GF Score™ is 27/100. 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 Lodestar Investment Holdings (PHS:LODE), the current 3-Year Sortino Ratio is 0.31 as of Jul. 21, 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.

Lodestar Investment Holdings Business Description

Address 1505 Princeton Street, Corner Shaw Boulevard, 7th Floor, Peaksun Building, Barangay Wack-Wack, Greenhills, Mandaluyong, PHL, 1552
Lodestar Investment Holdings Corp has no current operations. The company's purpose is to engage in investment activities as an investment holdings company.
27GF Score

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