Sortino ratio is not yet available for KAT. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Scharf ETF's Sortino Ratio with other ETFs in the Large Cap Blend Equities category across multiple time periods, showing how KAT's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 23, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| PSCX | Pacer Swan SOS Conservative (December) ETF | 4.06 | |||
| IUS | Invesco RAFI Strategic US ETF | 4.02 | |||
| RSSY | Return Stacked US Stocks & Futures Yield ETF | 3.93 | |||
| FJUN | FT Cboe Vest U.S. Equity Buffer ETF - June | 3.89 | |||
| PSMD | Pacer Swan SOS Moderate (December) ETF | 3.89 | |||
| DJUN | FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 3.88 | |||
| RAFE | PIMCO RAFI ESG U.S. ETF | 3.81 | |||
| PSFD | Pacer Swan SOS Flex (December) ETF | 3.69 | |||
| FAUG | FT Cboe Vest U.S. Equity Buffer ETF - August | 3.65 | |||
| ESN | Essential 40 Stock ETF | 3.65 | |||
| KAT | Scharf ETF | — |
Historical Sortino Ratio
The chart shows KAT's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when KAT consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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