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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 (2026-09-03), General Mills's 5-Year Sortino Ratio is -0.34.
General Mills (XSWX:GIS) 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.
General Mills 5-Year Sortino Ratio Related Terms
XSWX:GIS vs MKC, JBS, SJM: 5-Year Sortino Ratio Comparison
For the Packaged Foods subindustry, General Mills'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.
General Mills 5-Year Sortino Ratio vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, General Mills's 5-Year Sortino Ratio distribution charts can be found below:
* The bar in red indicates where General Mills's 5-Year Sortino Ratio falls into.
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.
General Mills (XSWX:GIS) has a 5-Year Sortino Ratio of -0.34 as of Sep. 03, 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 General Mills and its competitors.
Is General Mills' 5-Year Sortino Ratio too high?
General Mills' current 5-Year Sortino Ratio is -0.34. Overall, General Mills has a GF Score™ of 52/100, reflecting its overall financial health beyond just this single metric.
How does General Mills' 5-Year Sortino Ratio compare to MKC and JBS?
General Mills' 5-Year Sortino Ratio of -0.34 can be compared against companies in the Consumer Packaged Goods 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 Consumer Packaged Goods company?
A good 5-Year Sortino Ratio depends on the Consumer Packaged Goods 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 General Mills and its competitors. General Mills's current 5-Year Sortino Ratio is -0.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is General Mills stock overvalued right now?
General Mills (XSWX:GIS) has a current 5-Year Sortino Ratio of -0.34. The stock's GF Value™ is CHF50.15, compared to a current price of CHF33.60 — trading 33% below its estimated fair value. The current 5-Year Sortino Ratio is -0.34. General Mills' overall GF Score™ is 52/100 with 5 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 General Mills (XSWX:GIS), the current 5-Year Sortino Ratio is -0.34 as of Sep. 03, 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 General Mills (XSWX:GIS) Overvalued in 2026?
Based on GuruFocus' analysis, General Mills stock appears to be undervalued.
The current stock price of CHF33.60 is trading 33% below its estimated GF Value™ of CHF50.15.
Key valuation signals for XSWX:GIS:
5-Year Sortino Ratio: -0.34
GF Value™: CHF50.15 vs. price of CHF33.60 (33% below fair value)
No single metric tells the full story. See the XSWX:GIS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
General Mills is a global packaged-food company that produces snacks, cereal, convenient meals, dough, baking mixes and ingredients, pet food, and superpremium ice cream. Its largest brands are Nature Valley, Cheerios, Old El Paso, Pillsbury, Betty Crocker, Blue Buffalo, and Haagen-Dazs. In fiscal 2025, 81% of its revenue was derived from the United States, although the company also operates in Canada, Europe, Australia, Asia, and Latin America. Although most of General Mills' products are sold through retail stores to consumers, the company also sells products to the foodservice channel and the commercial baking industry.
52GF Score
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