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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 (2026-09-09), Sonida Senior Living's 5-Year Sortino Ratio is 0.53.
Sonida Senior Living (NYSE:SNDA) 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.
Sonida Senior Living 5-Year Sortino Ratio Related Terms
SNDA vs SGRY, ASTH, AGL: 5-Year Sortino Ratio Comparison
For the Medical Care Facilities subindustry, Sonida Senior Living'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.
Sonida Senior Living 5-Year Sortino Ratio vs Healthcare Providers & Services Industry
For the Healthcare Providers & Services industry and Healthcare sector, Sonida Senior Living's 5-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where Sonida Senior Living's 5-Year Sortino Ratio falls into.
Sonida Senior Living 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.
Sonida Senior Living (SNDA) has a 5-Year Sortino Ratio of 0.53 as of Sep. 09, 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 Sonida Senior Living and its competitors.
Is Sonida Senior Living's 5-Year Sortino Ratio too high?
Sonida Senior Living's current 5-Year Sortino Ratio is 0.53. Overall, Sonida Senior Living has a GF Score™ of 51/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Sonida Senior Living's 5-Year Sortino Ratio compare to SGRY and ASTH?
Sonida Senior Living's 5-Year Sortino Ratio of 0.53 can be compared against companies in the Healthcare Providers & 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 Healthcare Providers & Services company?
A good 5-Year Sortino Ratio depends on the Healthcare Providers & 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 Sonida Senior Living and its competitors. Sonida Senior Living's current 5-Year Sortino Ratio is 0.53. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sonida Senior Living stock overvalued right now?
Based on GuruFocus' analysis, Sonida Senior Living (SNDA) is currently considered Significantly Overvalued. The stock's GF Value™ is $18.41, compared to a current price of $39.06 — trading 112.2% above its estimated fair value. The current 5-Year Sortino Ratio is 0.53. Sonida Senior Living's overall GF Score™ is 51/100 with 10 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 Sonida Senior Living (SNDA), the current 5-Year Sortino Ratio is 0.53 as of Sep. 09, 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 Sonida Senior Living (SNDA) Overvalued in 2026?
Based on GuruFocus' analysis, Sonida Senior Living stock appears to be overvalued.
The current stock price of $39.06 is trading 112.2% above its estimated GF Value™ of $18.41.
GuruFocus considers Sonida Senior Living to be Significantly Overvalued.
Key valuation signals for SNDA:
5-Year Sortino Ratio: 0.53
GF Value™: $18.41 vs. price of $39.06 (112.2% above fair value)
No single metric tells the full story. See the SNDA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Sonida Senior Living Inc is an owner-operator of senior housing communities in the United States in terms of resident capacity. It provides senior living services to the elderly, including independent living, assisted living, Respite Care and Temporary Care Programs, Home Care Services, and memory care services. The company's objective is to provide value to residents by providing quality senior housing services at reasonable prices. The basic services offered by the company at its senior housing communities comprise meals, housekeeping, laundry, 24-hour staffing, transportation, social and recreational activities, and healthcare monitoring.
51GF Score
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