Legal & General Group Plc (LGGNY) Sharpe Ratio: 0.64

LGGNY's Sharpe Ratio of 0.64 indicates that for each unit of volatility, it generates 0.64 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Apr 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

LGGNY Sharpe Ratio Rank

Above Average

LGGNY ranks above 62.5% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Above-average risk-adjusted returns with room for improvement
Compare against category peers to gauge relative positioning
Monitor for movement toward top tier or decline toward median
Consider pairing with top-tier holdings to improve portfolio efficiency

LGGNY Sharpe Ratio Market Positioning

The chart shows LGGNY's Sharpe Ratio relative to all stocks on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): -0.34 or lower
Yellow zone (middle 50%): -0.34 to 1.09
Green zone (top 25%): 1.09 or higher
Top 1%: 4.75+
Median: 0.27 — half of all investments score higher

How it compares to other similar stocks

The table compares Legal & General Group Plc's Sharpe Ratio with other stocks in the Asset Management industry across multiple time periods, showing how LGGNY's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Apr 3, 2026.

Symbol	Name	1Y Sharpe Ratio
RMCOW	Royalty Management Holding Corporation	6.13
SII	Sprott Inc	5.43
EICC	Eagle Point Income Company Inc	2.99
AAMI	Acadian Asset Management Inc	2.67
AEF	Aberdeen Emerging Markets Equity Income Fund, Inc.	2.64
ASA	ASA Gold and Precious Metals Limited	2.59
SSSS	SuRo Capital Corp.	2.44
HQL	Tekla Life Sciences Investors	2.28
GNT	GAMCO Natural Resources, Gold & Income Trust	2.09
RMT	Royce Micro-Cap Trust, Inc.	2.04
LGGNY	Legal & General Group Plc	0.64

Benchmark Against

Benchmark

S&P 500 Index

Lookback Period

How to choose period

Historical Sharpe Ratio

The chart shows LGGNY's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when LGGNY consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Explore LGGNY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

LGGNY Sortino Ratio