Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
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 (2026-09-05), RBC Bearings's 3-Year Sortino Ratio is 1.49.
RBC Bearings (NYSE:RBC) 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.
RBC Bearings 3-Year Sortino Ratio Related Terms
RBC vs LECO, SWK, SNA: 3-Year Sortino Ratio Comparison
For the Tools & Accessories subindustry, RBC Bearings'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.
RBC Bearings 3-Year Sortino Ratio vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, RBC Bearings's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where RBC Bearings's 3-Year Sortino Ratio falls into.
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.
RBC Bearings (RBC) has a 3-Year Sortino Ratio of 1.49 as of Sep. 05, 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 RBC Bearings and its competitors.
Is RBC Bearings' 3-Year Sortino Ratio too high?
RBC Bearings' current 3-Year Sortino Ratio is 1.49. Overall, RBC Bearings has a GF Score™ of 94/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does RBC Bearings' 3-Year Sortino Ratio compare to LECO and SWK?
RBC Bearings' 3-Year Sortino Ratio of 1.49 can be compared against companies in the Industrial Products 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 Industrial Products company?
A good 3-Year Sortino Ratio depends on the Industrial Products 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 RBC Bearings and its competitors. RBC Bearings's current 3-Year Sortino Ratio is 1.49. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is RBC Bearings stock overvalued right now?
Based on GuruFocus' analysis, RBC Bearings (RBC) is currently considered Modestly Overvalued. The stock's GF Value™ is $387.27, compared to a current price of $488.54 — trading 26.1% above its estimated fair value. The current 3-Year Sortino Ratio is 1.49. RBC Bearings' overall GF Score™ is 94/100 with 3 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 RBC Bearings (RBC), the current 3-Year Sortino Ratio is 1.49 as of Sep. 05, 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 RBC Bearings (RBC) Overvalued in 2026?
Based on GuruFocus' analysis, RBC Bearings stock appears to be overvalued.
The current stock price of $488.54 is trading 26.1% above its estimated GF Value™ of $387.27.
GuruFocus considers RBC Bearings to be Modestly Overvalued.
Key valuation signals for RBC:
3-Year Sortino Ratio: 1.49
GF Value™: $387.27 vs. price of $488.54 (26.1% above fair value)
No single metric tells the full story. See the RBC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
RBC Bearings is an international manufacturer and marketer of engineered precision bearings, components, and essential systems for the industrial, defense, and aerospace industries. The offering includes plain bearings, roller bearings, ball bearings, and engineered products. The company has two reportable segments: industrial, which generates the most revenue, and aerospace and defense. The A&D segment represents the end markets for the company's engineered bearings and precision components used in commercial aerospace, defense aerospace, and sea and ground defense applications; and the industrial segment represents the end markets for its products used in various industrial applications. Geographically, the company generates a majority of its revenue from the United States.
94GF Score
Get the complete analysis for RBC
3-Year Sortino Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
RBC has been successfully added to your 
