Ledgerline
All calculators Plans Activate plan See plans

All calculators / Returns and risk

Sharpe and Sortino ratioAnalyst

Return earned per unit of risk.

What you’ll enter

  • Portfolio return
  • Risk-free rate
  • Standard deviation
  • Downside deviation (optional)

Included with Analyst

Unlock this calculator and all 37 others, from $2 a month.

See plans

Already subscribed? Activate your key

Or try a free one: Future value, Loan and mortgage payment, Compound annual growth rate (CAGR)

The formula

Sharpe = (Rp − Rf) ÷ σ Sortino = (Rp − Rf) ÷ σ downside

Higher is better. Sortino only counts downside volatility, so it doesn’t penalize strong upward moves.