Mutual Funds calculator
Sortino Ratio Calculator
Use this free Sortino Ratio Calculator to work out sortino ratio from return (%), target return (%), and downside deviation (%), with instant result cards and the exact formula shown below.
Results
Calculation summary
FormulaView calculation method
Sortino ratio
(Return - Target return) / Downside deviationGuideHow to use this calculator
Step 1
Enter the mutual fund values from your broker, fund statement, exchange, or research source.Step 2
Click Calculate result to update the output cards, then review the formula section for how the result is derived.Tip
For more planning tools, return to the related calculator links or the main calculator category page.Continue from here
What this calculator helps with
The Sortino Ratio Calculator estimates sortino ratio from return (%), target return (%), and downside deviation (%). It is a focused mutual fund calculator you can use free with no signup, repeating the calculation with your own numbers whenever your inputs change.
How to read the results
After you press Calculate result, the summary cards show sortino ratio, excess return, return, and downside deviation. Read sortino ratio as the headline figure and use the supporting values for context, then change one input at a time to see how sensitive the result is.
Before relying on the numbers
This mutual fund calculator applies the formula (Return - Target return) / Downside deviation. Enter return (%), target return (%), and downside deviation (%) using consistent units and the same currency, include any applicable fees or taxes, and confirm important decisions against your broker, fund statement, exchange data, or a qualified professional.
FAQ
Frequently asked questions
What is the Sortino Ratio Calculator used for?
The Sortino Ratio Calculator is a free mutual funds calculator that works out sortino ratio from return (%), target return (%), and downside deviation (%). Enter your own figures to get an instant result with the formula shown on the page.
What formula does the Sortino Ratio Calculator use?
It calculates Sortino ratio = (Return - Target return) / Downside deviation. The tool reports sortino ratio, excess return, return, and downside deviation.
Where do I get the numbers for the Sortino Ratio Calculator?
Take return (%), target return (%), and downside deviation (%) from your fund statement or scheme factsheet. The Sortino Ratio Calculator never fetches live market data, so the output depends only on the values you type in.
Are the Sortino Ratio Calculator results financial advice?
No. The Sortino Ratio Calculator is an educational tool. Treat sortino ratio as an estimate, re-check your inputs, and confirm important investment decisions with a qualified professional.
Can I use the Sortino Ratio Calculator with any currency or market?
Yes. Keep return (%), target return (%), and downside deviation (%) in the same currency and consistent units, and the Sortino Ratio Calculator applies the same calculation to any market.