Sharpe Ratio Calculator

Calculate Sharpe ratio, Sortino ratio, and other risk-adjusted performance metrics.

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Important Financial Disclaimer

This calculator provides estimates based on standard financial formulas from verified references. Results are for informational and educational purposes only and should not be considered as professional financial, investment, or tax advice.

For important financial decisions such as loans, investments, mortgages, retirement planning, or tax matters, please consult with qualified financial advisors, certified financial planners, or licensed tax professionals who can review your specific situation.

Calculations may not account for all variables specific to your circumstances, local regulations, or current market conditions. Always verify results and consult professionals before making financial commitments.

Not a substitute for professional financial advice

Performance Data

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For Information Ratio

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Sharpe Ratio: Measures excess return per unit of risk. Higher is better. Ratios > 1 are generally considered good.

Sharpe Ratio

0.600

Acceptable

Sortino Ratio
0.857
Information Ratio
0.400

Risk-Adjusted Metrics

Sharpe Ratio0.6000
Sortino Ratio0.8571
Information Ratio0.4000
Treynor Ratio9.00%

Return Analysis

Portfolio Return12.00%
Risk-Free Rate3.00%
Excess Return9.00%
Volatility15.00%

Interpretation: Sharpe < 0 = poor, 0-1 = acceptable, 1-2 = good, > 2 = excellent risk-adjusted returns.

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