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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 (2026-08-28), Sime Darby Property Bhd's 3-Year Sortino Ratio is 3.78.
Sime Darby Property Bhd (OTCPK:SIMEF) 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.
Sime Darby Property Bhd 3-Year Sortino Ratio Related Terms
Sime Darby Property Bhd 3-Year Sortino Ratio Competitor Comparison
For the Real Estate - Development subindustry, Sime Darby Property Bhd'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.
Sime Darby Property Bhd 3-Year Sortino Ratio vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Sime Darby Property Bhd's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Sime Darby Property Bhd's 3-Year Sortino Ratio falls into.
Sime Darby Property Bhd 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.
Sime Darby Property Bhd (SIMEF) has a 3-Year Sortino Ratio of 3.78 as of Aug. 28, 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 Sime Darby Property Bhd and its competitors.
Is Sime Darby Property Bhd's 3-Year Sortino Ratio too high?
Sime Darby Property Bhd's current 3-Year Sortino Ratio is 3.78. Overall, Sime Darby Property Bhd has a GF Score™ of 62/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Sime Darby Property Bhd's 3-Year Sortino Ratio compare to competitors?
Sime Darby Property Bhd's 3-Year Sortino Ratio of 3.78 can be compared against companies in the Real Estate 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 Real Estate company?
A good 3-Year Sortino Ratio depends on the Real Estate 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 Sime Darby Property Bhd and its competitors. Sime Darby Property Bhd's current 3-Year Sortino Ratio is 3.78. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sime Darby Property Bhd stock overvalued right now?
Based on GuruFocus' analysis, Sime Darby Property Bhd (SIMEF) is currently considered Fairly Valued. The stock's GF Value™ is $0.31, compared to a current price of $0.29 — trading 6% below its estimated fair value. The current 3-Year Sortino Ratio is 3.78. Sime Darby Property Bhd's overall GF Score™ is 62/100 with 6 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 Sime Darby Property Bhd (SIMEF), the current 3-Year Sortino Ratio is 3.78 as of Aug. 28, 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 Sime Darby Property Bhd (SIMEF) Overvalued in 2026?
Based on GuruFocus' analysis, Sime Darby Property Bhd stock appears to be undervalued.
The current stock price of $0.29 is trading 6% below its estimated GF Value™ of $0.31.
GuruFocus considers Sime Darby Property Bhd to be Fairly Valued.
Key valuation signals for SIMEF:
3-Year Sortino Ratio: 3.78
GF Value™: $0.31 vs. price of $0.29 (6% below fair value)
No single metric tells the full story. See the SIMEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Sime Darby Property Bhd is a property development company. It is engaged in property investment, asset management, hospitality, and leisure activities. The company's townships include USJ Heights, East Residence, Putra Residence, Inspirasiku, Ara Damansara, PJ Midtown, KL East, and Chemara Hills, among others. The company's segment includes Property development, Investment and asset management, and Leisure. The firm generates the majority of its revenue from the Property development segment, which is engaged in residential, industrial, and commercial properties.
62GF Score
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