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Risk-Adjusted Performance

Sharpe Ratio

The Sharpe Ratio measures risk-adjusted returns by showing how much return is earned per unit of risk taken. Higher Sharpe Ratios indicate more efficient investments.

What You Will Learn: You'll discover how the Sharpe Ratio measures risk-adjusted returns by comparing excess returns to volatility. Learn how to calculate and interpret Sharpe Ratios to identify investments that deliver superior returns per unit of risk.

Definition

The Sharpe Ratio measures risk-adjusted returns by showing how much return is earned per unit of risk taken. Higher Sharpe Ratios indicate more efficient investments—delivering better returns without proportionally increasing volatility.

Formula

Sharpe Ratio = (Portfolio Return - Risk-Free Rate) / Standard Deviation

Or simply: Excess Return ÷ Total Volatility

Example Calculation

Portfolio Annual Return: 10%

Risk-Free Rate (10-yr Treasury): 4%

Standard Deviation (Volatility): 8%

Sharpe = (10% - 4%) / 8% = 0.75

Interpretation: For every 1% of volatility (risk) accepted, this investment delivers 0.75% of excess return above the risk-free rate.

Sharpe Ratio Interpretation

RangeAssessmentProfile
>2.0OutstandingExceptional risk-adjusted returns
1.0-2.0GoodAbove-average efficiency
0.5-1.0AcceptableMarginally attractive
<0.5PoorInadequate return for risk taken
NegativeDestructiveFailing to beat risk-free rate

Real Estate Sharpe Ratios (2000-2024)

Property TypeSharpe RatioCharacteristics
MHC0.95Best risk-adjusted; consistent NOI growth
Industrial0.72Strong recent performance
Self-Storage0.68High returns but with cyclical volatility
Multifamily0.52Moderate returns, cyclical volatility
Retail0.18Poor efficiency—weak returns for risk
Office-0.31Negative—destroyed value

MHC's Historical Sharpe Performance

MHC's historical 0.95 Sharpe Ratio reflects 25 consecutive years of positive NOI growth with minimal volatility—historically delivering consistent returns with lower downside risk than other commercial real estate sectors.* *Past performance does not guarantee future results.

Limitations

  • Assumes returns are normally distributed (they often aren't in real estate)
  • Treats upside volatility the same as downside (investors only fear the downside)
  • Sensitive to time period measured
  • Can be gamed with low-probability tail risks

Never rely on Sharpe Ratio alone—always examine maximum drawdown, recovery time, and Sortino Ratio to understand tail risk.

Where to Find This on Our Site

See Sharpe Ratio analysis on our Research & Market Insights page, featuring:

  • Performance Ratios charts including Sharpe Ratio comparisons
  • Risk-adjusted performance analysis by asset class
  • Interactive ratio toggles (Sharpe, Sortino, Treynor)
View Research & Market Insights

Explore Risk-Adjusted Performance Data

See comprehensive risk-return analysis across property types including Sharpe Ratios, Sortino Ratios, and more.

View Performance Analysis
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