Sortino Ratio

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Sharpe's more honest cousin — only counts the volatility that actually hurts.

Quick Answer

What is Sortino Ratio?

Sortino ratio is identical to Sharpe except the denominator only counts downside volatility — the standard deviation of returns below a threshold (usually zero). It rewards strategies with big upside spikes without penalty. Created by Frank Sortino in the 1980s as a fix for what he viewed as a flaw in Sharpe.

Sortino = (Rp − T) / Downside Deviation

Formula

Sortino = (Rp − T) / σdown
Rp = annualized return · T = target return (often the risk-free rate or zero) · σdown = annualized downside deviation, i.e. RMS of returns that fell below T

Same numerator as Sharpe (excess return), different denominator. Instead of using all of standard deviation, you only square-and-average the returns that came in below your target. Upside surprises do not count as "risk".

Intuition — what is this number telling you?

The premise: investors don't actually dislike a 20% up-month. They dislike the 20% down-month that produced the same standard deviation. By only measuring downside dispersion, Sortino gives an honest picture of "unpleasant risk."

Practical consequence: Sortino is higher than Sharpe for positively-skewed strategies (venture-style payoffs, long volatility, momentum) and lower for negatively-skewed strategies (selling premium, short volatility, carry trades). Same-Sharpe, different-Sortino is one of the cleanest ways to spot a strategy that is secretly fragile.

Worked example

Step-by-step

Your portfolio returned 14% annualized. Risk-free rate was 4.5%. Annualized standard deviation was 18% but downside deviation was only 10% (you had big up-months and small-but-frequent down-months).

Sharpe = (14 − 4.5) / 18 = 0.53

Sortino = (14 − 4.5) / 10 = 0.95

Sortino reveals what Sharpe hid: this is actually a fairly skilled positive-skew portfolio. Most of the "volatility" Sharpe penalized was upside.

What's a good Sortino Ratio value?

Sortino runs roughly 1.3× to 1.8× of Sharpe for typical equity portfolios. So 1.0 Sharpe usually means roughly 1.4 Sortino. Read absolute Sortino against that adjusted baseline.

SortinoVerdict
< 0Lost money relative to target — straightforward bad.
0 – 1Below-typical. Sharpe is probably below 0.6 too.
1 – 2Solid. Roughly where a well-diversified equity portfolio sits.
2 – 3Strong. Most likely a positive-skew strategy or favorable regime.
> 3Exceptional — verify sample size and check skew.

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Related metrics

Sharpe Ratio  ·  Downside Deviation  ·  Calmar Ratio  ·  Skewness

Frequently asked questions about Sortino Ratio

What is a good Sortino ratio?

Above 2.0 is strong, above 3.0 is exceptional. Most balanced equity portfolios sit between 1.0 and 2.0 long-term.

When should I use Sortino instead of Sharpe?

Use Sortino when evaluating any strategy with non-symmetric returns — momentum, venture, long-volatility, growth stocks. For symmetric distributions (broad index funds), Sharpe and Sortino are nearly proportional.

How is downside deviation calculated?

For each return below the target (usually zero or the risk-free rate), you compute (return − target)2. Sum, average, take the square root. Returns above the target are treated as zero.

Why is my Sortino ratio higher than my Sharpe ratio?

Because your portfolio has positive skew — more upside variance than downside. Sortino ignores the upside variance Sharpe penalizes.

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