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The 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. As of today (2026-08-07), Carriage Services's 5-Year Sortino Ratio is 0.18.
Carriage Services (NYSE:CSV) 5-Year Sortino Ratio Explanation
The 5-Year Sortino Ratio inidicates the risk-adjusted return of an investment over the past five year. It is calculated as the annualized result of the average five-year monthly excess returns divided by the standard deviation of negative returns in the five-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.
Carriage Services 5-Year Sortino Ratio Related Terms
CSV vs MED, RGS, CLIK: 5-Year Sortino Ratio Comparison
For the Personal Services subindustry, Carriage Services's 5-Year Sortino Ratio, along with its competitors' market caps and 5-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.
Carriage Services 5-Year Sortino Ratio vs Personal Services Industry
For the Personal Services industry and Consumer Cyclical sector, Carriage Services's 5-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Carriage Services's 5-Year Sortino Ratio falls into.
Carriage Services 5-Year Sortino Ratio Calculation
The 5-Year Sortino Ratio measures the risk-adjusted return of an investment asset or portfolio in the last five year, focusing specifically on downside risk rather than total risk. A stock / portfolio's 5-Year Sortino Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the downside risks over the past five 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.
Carriage Services (CSV) has a 5-Year Sortino Ratio of 0.18 as of Aug. 07, 2026. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for Carriage Services and its competitors.
Is Carriage Services' 5-Year Sortino Ratio too high?
Carriage Services' current 5-Year Sortino Ratio is 0.18. Overall, Carriage Services has a GF Score™ of 73/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Carriage Services' 5-Year Sortino Ratio compare to MED and RGS?
Carriage Services' 5-Year Sortino Ratio of 0.18 can be compared against companies in the Personal Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Sortino Ratio for a Personal Services company?
A good 5-Year Sortino Ratio depends on the Personal Services industry context. However, 5-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 5-Year Sortino Ratio mean?
A high 5-Year Sortino Ratio can signal that a stock is expensive relative to its fundamentals. 5-Year Sortino Ratio measures the additional return that an investor receives per unit of the downside risk over the past five years. View historical data for Carriage Services and its competitors. Carriage Services's current 5-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 Carriage Services stock overvalued right now?
Based on GuruFocus' analysis, Carriage Services (CSV) is currently considered Fairly Valued. The stock's GF Value™ is $39.12, compared to a current price of $35.87 — trading 8.3% below its estimated fair value. The current 5-Year Sortino Ratio is 0.18. Carriage Services' overall GF Score™ is 73/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Sortino Ratio calculated?
5-Year Sortino Ratio is calculated from a company's financial statements. For Carriage Services (CSV), the current 5-Year Sortino Ratio is 0.18 as of Aug. 07, 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 Carriage Services (CSV) Overvalued in 2026?
Based on GuruFocus' analysis, Carriage Services stock appears to be undervalued.
The current stock price of $35.87 is trading 8.3% below its estimated GF Value™ of $39.12.
GuruFocus considers Carriage Services to be Fairly Valued.
Key valuation signals for CSV:
5-Year Sortino Ratio: 0.18
GF Value™: $39.12 vs. price of $35.87 (8.3% below fair value)
No single metric tells the full story. See the CSV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Carriage Services Inc is a provider of funeral and cemetery services and merchandise in the United States. It operates in two business segments: The Funeral Home Operations segment offers burial, cremation, and consultation services; removes and prepares remains; sells caskets, urns, and related funeral merchandise. The company enables the use of funeral home facilities for visitation, remembrance, and transportation services. The Cemetery Operations segment provides services, such as mausoleum spaces and niches, private estates, lawn crypt gardens, traditional single burial gravesites, and burial vaults. The majority of revenue is derived from The Funeral Home Operations segment.
73GF Score
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5-Year Sortino Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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