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Sortino Ratio: Definition, Formula, Calculation & Example

Nupur Wankhede

Explore the Sortino Ratio to learn its formula, calculation steps, and example for measuring downside-risk-adjusted returns.

The Sortino Ratio is an investment metric used to evaluate risk-adjusted returns, focusing specifically on downside risk rather than total volatility. Unlike the Sharpe Ratio, which treats all fluctuations as risk, the Sortino Ratio distinguishes between harmful volatility (negative returns) and harmless upside movement.

This makes it a more precise tool for evaluating portfolios, mutual funds, equities, alternatives, and strategies where downside protection is a priority.

What Is the Sortino Ratio

The Sortino Ratio measures how much return an investment generates per unit of downside deviation. It helps determine whether a portfolio’s returns justify the downside risk taken.

Key points to remember:

  • It is an upgraded version of the Sharpe Ratio.

  • Only negative volatility is counted as “risk.”

  • A higher Sortino Ratio indicates improved risk-adjusted performance.

  • It is highly useful for assessing funds that aim for lower drawdowns.

A Sortino Ratio above 1 is commonly observed, while values above 2 are less frequent and indicate higher return relative to downside risk.

Importance of the Sortino Ratio

The Sortino Ratio matters because it gives a clearer and more investor-friendly picture of actual risk.

Why it’s useful:

  • Separates harmful volatility from overall volatility

  • Helps investors judge downside-protected performance

  • Useful for comparing mutual funds, PMS strategies, and equity portfolios

  • Suitable for risk-averse investors

  • Reveals how efficiently a portfolio converts risk into returns

This ratio is especially relevant in markets with frequent drawdowns or for strategies focused on capital protection.

Sortino Ratio Formula & Components

The Sortino Ratio formula is:

  • Sortino Ratio = (Portfolio Return − Risk-Free Rate) ÷ Downside Deviation

Components Explained:

  • Portfolio Return: The average or expected return of the investment

  • Risk-Free Rate: Typically government securities or treasury returns

  • Downside Deviation: Standard deviation of only negative returns (returns below the minimum acceptable threshold)

  • Minimum Acceptable Return (MAR): Usually 0% or risk-free rate; defines what is considered “loss”

By focusing on downside deviation, the Sortino Ratio eliminates noise created by positive volatility.

How to Calculate the Sortino Ratio

Follow this process:

Step 1: Determine portfolio returns

Collect periodic returns (daily, weekly, monthly, etc.).

Step 2: Choose MAR (Minimum Acceptable Return)

Many analysts pick 0%, risk-free rate, or benchmark returns.

Step 3: Identify negative returns (below MAR)

Ignore all positive or neutral returns.

Step 4: Calculate downside deviation

Use the standard deviation formula but apply it ONLY to negative return values.

Step 5: Apply the Sortino Ratio formula

  • Sortino Ratio = (Average Return − Risk-Free Rate) ÷ Downside Deviation

This final number shows how well the investment compensates you for the downside risk.

Sortino Ratio Example

Assume:

  • Average annual return = 15%

  • Risk-free rate = 5%

  • Downside deviation = 6%

Sortino Ratio = (15 − 5) ÷ 6 = 10 ÷ 6 = 1.67

Interpretation:

A Sortino Ratio of 1.67 indicates return relative to downside risk. The portfolio is generating return efficiently while keeping harmful volatility in control.

What Does the Sortino Ratio Measure

The Sortino Ratio measures:

  • Downside risk

  • Sensitivity to negative returns

  • Ability to protect capital during market declines

  • Efficiency of returns adjusted for harmful volatility

It tells you how much "good return" the investor receives per unit of “bad volatility.”

Sortino Ratio vs Sharpe Ratio

The Sortino Ratio improves upon the Sharpe Ratio by treating returns more intelligently.

Aspect Sortino Ratio Sharpe Ratio

Risk Considered

Downside deviation only

Total volatility (upside + downside)

Volatility Treatment

Only penalises negative returns

Penalises all volatility

Suitable For

Capital-protected strategies

Stable-return strategies

Accuracy

Higher for real-world investing

Sometimes misleading

Sortino Ratio is more meaningful for investors who care about downside protection.

Limitations & Considerations

The Sortino Ratio, while robust, has certain limitations:

  • It depends heavily on the chosen MAR value

  • Requires sufficient data to compute downside deviation accurately

  • Not suitable for comparing portfolios with extremely asymmetric returns

  • Overly smooth datasets may inflate the ratio

  • Should be used alongside other performance indicators

Despite these, it remains one of the most accurate measures of risk-adjusted performance.

Applications & Use Cases

The Sortino Ratio is widely applied across:

1. Portfolio Evaluation

Assess how well a portfolio protects capital while generating returns.

2. Mutual Fund Comparison

Equity funds, hybrid funds, and multi-asset funds are often ranked using this metric.

3. Hedge Fund and PMS Analysis

Strategies focused on low drawdowns rely heavily on the Sortino Ratio.

4. Retirement & Wealth Management

Suitable for long-term conservative portfolios.

5. Risk-Adjusted Performance Benchmarking

Used by analysts, advisors, and rating agencies.

Conclusion & Key Takeaways

Here is a quick wrap-up to help you connect the concepts and apply them confidently in performance analysis.

  • The Sortino Ratio measures risk-adjusted performance focusing on downside risk compared to the Sharpe Ratio.

  • It considers only downside volatility, which is what investors truly fear.

  • A higher Sortino Ratio indicates more efficient return generation relative to risk.

  • Commonly applied to compare investments where downside protection is important.

  • Should be paired with Sharpe Ratio, beta, drawdown, and other performance metrics for full insight.

Overall, the Sortino Ratio offers one of the clearest pictures of return quality in relation to actual investment risk.

Disclaimer

This content is for informational purposes only and the same should not be construed as investment advice. Bajaj Finserv Direct Limited shall not be liable or responsible for any investment decision that you may take based on this content.

FAQs

What is the difference between Sortino and Sharpe ratio?

Sortino ratio measures returns relative only to downside deviation, whereas Sharpe ratio measures returns relative to total volatility. The distinction arises because Sortino focuses purely on negative movements, while Sharpe treats upward and downward fluctuations as equal forms of risk.

What is Sortino Ratio?

Sortino ratio is a risk-adjusted performance measure that shows how much excess return an investment generates for every unit of downside risk. The metric isolates negative return variability to provide a clearer view of downside performance.

What is an example of Sortino Ratio?

A Sortino ratio example can be illustrated using a portfolio with a 12 % return, a 4 % risk-free rate, and a downside deviation of 5. Applying the formula (12 − 4) ÷ 5 gives a value of 1.6, indicating the level of return achieved per unit of downside risk.

Hi! I’m Nupur Wankhede
BSE Insitute Alumni

With a Postgraduate degree in Global Financial Markets from the Bombay Stock Exchange Institute, Nupur has over 8 years of experience in the financial markets, specializing in investments, stock market operations, and project management. She has contributed to process improvements, cross-functional initiatives & content development across investment products. She bridges investment strategy with execution, blending content insight, operational efficiency, and collaborative execution to deliver impactful outcomes.

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