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 Jun 26, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| RMT | Royce Micro-Cap Trust, Inc. | 4.23 | |||
| HQL | Tekla Life Sciences Investors | 4.12 | |||
| RMCOW | Royalty Management Holding Corporation | 4.03 | |||
| OXLCP | Oxford Lane Capital Corp. | 3.70 | |||
| AEF | Aberdeen Emerging Markets Equity Income Fund, Inc. | 3.70 | |||
| HQH | Tekla Healthcare Investors | 3.43 | |||
| VKQ | Invesco Municipal Trust | 3.38 | |||
| GAM | General American Investors Company, Inc. | 3.22 | |||
| TY | Tri-Continental Corporation | 3.19 | |||
| TRIN | Trinity Capital Inc. | 3.18 | |||
| SATA | Strive, Inc. Variable Rate Series A Perpetual Preferred Stock | — |
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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