Risk Metrics

Sortino Ratio

Like Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.

Formula

Sortino = (Portfolio Return − Risk-Free Rate) / Downside Deviation

The Sortino Ratio is a modification of the Sharpe Ratio that addresses a key flaw: Sharpe penalizes volatility equally whether it comes from large gains or large losses. For most investors, large gains are not a risk — only large losses are.

Sortino replaces the standard deviation denominator with 'downside deviation', which only measures the volatility of returns that fall below a target (usually zero or the risk-free rate). This makes it a more investor-aligned risk measure, especially for assets with positive skew or momentum strategies.

A Sortino above 2.0 is generally considered strong. High-quality growth assets like the S&P 500 tend to have Sortino Ratios above 1.5 in bull markets, and these ratios compress significantly during bear markets.

On StressTest.pro, both Sharpe and Sortino are always displayed together so you can identify whether an asset's apparent risk is symmetric (similar Sharpe and Sortino) or driven primarily by upside volatility (Sortino considerably higher than Sharpe).

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Run a real backtest on any stock or ETF to see Sortino Ratio computed live from 10 years of data.

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Disclaimer

The information provided by StressTest.pro is for educational and informational purposes only and does not constitute financial advice. Investment involves risk, including possible loss of principal. Past performance is not indicative of future results. Calculations are based on historical data and statistical approximations.