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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 (2026-09-21), Berjaya Assets Bhd's 3-Year Sortino Ratio is 0.18.
Berjaya Assets Bhd (XKLS:3239) 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.
Berjaya Assets Bhd 3-Year Sortino Ratio Related Terms
XKLS:3239 vs MMM, HON: 3-Year Sortino Ratio Comparison
For the Conglomerates subindustry, Berjaya Assets 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.
Berjaya Assets Bhd 3-Year Sortino Ratio vs Conglomerates Industry
For the Conglomerates industry and Industrials sector, Berjaya Assets Bhd's 3-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Berjaya Assets Bhd's 3-Year Sortino Ratio falls into.
Berjaya Assets 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.
Berjaya Assets Bhd (XKLS:3239) has a 3-Year Sortino Ratio of 0.18 as of Sep. 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 Berjaya Assets Bhd and its competitors.
Is Berjaya Assets Bhd's 3-Year Sortino Ratio too high?
Berjaya Assets Bhd's current 3-Year Sortino Ratio is 0.18. Overall, Berjaya Assets Bhd has a GF Score™ of 25/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Berjaya Assets Bhd's 3-Year Sortino Ratio compare to MMM and HON?
Berjaya Assets Bhd's 3-Year Sortino Ratio of 0.18 can be compared against companies in the Conglomerates 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 Conglomerates company?
A good 3-Year Sortino Ratio depends on the Conglomerates 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 Berjaya Assets Bhd and its competitors. Berjaya Assets Bhd's current 3-Year Sortino Ratio is 0.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berjaya Assets Bhd stock overvalued right now?
Based on GuruFocus' analysis, Berjaya Assets Bhd (XKLS:3239) is currently considered Modestly Undervalued. The stock's GF Value™ is RM0.39, compared to a current price of RM0.29 — trading 25.6% below its estimated fair value. The current 3-Year Sortino Ratio is 0.18. Berjaya Assets Bhd's overall GF Score™ is 25/100 with 4 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 Berjaya Assets Bhd (XKLS:3239), the current 3-Year Sortino Ratio is 0.18 as of Sep. 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.
Is Berjaya Assets Bhd (XKLS:3239) Overvalued in 2026?
Based on GuruFocus' analysis, Berjaya Assets Bhd stock appears to be undervalued.
The current stock price of RM0.29 is trading 25.6% below its estimated GF Value™ of RM0.39.
GuruFocus considers Berjaya Assets Bhd to be Modestly Undervalued.
Key valuation signals for XKLS:3239:
3-Year Sortino Ratio: 0.18
GF Value™: RM0.39 vs. price of RM0.29 (25.6% below fair value)
No single metric tells the full story. See the XKLS:3239 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Berjaya Assets Bhd is an investment holding company. The company's business segments are gaming and related activities, Property development and property investment, and Recreation and others. Group operates various forecast lotteries in Sarawak, as well as provides lottery consultancy and related services. It is also involved in the investment and development of properties; operation of a hotel, theme park, and car park; management of a ferry terminal; and leasing of a theatre, as well as general trading and provision of commission agency services. Business activity of Berjaya is predominantly functioned through Malaysia. The company generates maximum revenue from Property development and property investment segment.
25GF Score
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