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Sortino Ratio

The Sortino ratio is excess return divided by downside deviation (only the standard deviation of negative returns). It's a refinement of the Sharpe ratio that doesn't penalise a strategy for big upside moves.

Why it's better than Sharpe

Sharpe penalises a strategy that has occasional huge winners just as much as one with consistent losses. Sortino only counts the downside — which is what investors actually care about. A strategy that's "too volatile" because it produced +30% months has a low Sharpe and a high Sortino.

Formula

Sortino = (R_p − R_f) / σ_d, where σ_d is the standard deviation of returns *below* the target return (often zero or the risk-free rate).

When to use which

  • Use Sharpe for benchmarking against indices and traditional strategies.
  • Use Sortino for trend-following, options, and crypto strategies where upside is fat-tailed.

Related Terms

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