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Sortino ratio is not yet available for SATA. 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 stocks

The table compares Strive, Inc. Variable Rate Series A Perpetual Preferred Stock's Sortino Ratio with other stocks in the Asset Management industry across multiple time periods, showing how SATA'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 Jul 17, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
HQLTekla Life Sciences Investors4.15
STTState Street Corporation3.86
MAASHighest Performances Holdings Inc3.85
RMTRoyce Micro-Cap Trust, Inc.3.64
OXLCPOxford Lane Capital Corp.3.38
VKQInvesco Municipal Trust3.37
DNPDNP Select Income Fund Inc.3.35
GAMGeneral American Investors Company, Inc.3.31
AMGAffiliated Managers Group, Inc.3.31
HQHTekla Healthcare Investors3.17
SATAStrive, Inc. Variable Rate Series A Perpetual Preferred Stock

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows SATA'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 SATA consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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