PortfoliosLab logoPortfoliosLab logo
MOEX Russia Index (^IMOEX)
Performance
Return for Risk
Drawdowns
Volatility

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MOEX Russia Index

Often compared with ^IMOEX:
^IMOEX vs. LKOH.ME

Performance

Performance Chart

The chart shows the growth of an initial investment of RUB 10,000 in MOEX Russia Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Different Benchmark Currency

^IMOEX is traded in RUB, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to RUB using the latest available exchange rates.

Returns By Period

MOEX Russia Index (^IMOEX) has returned 0.35% so far this year and -7.86% over the past 12 months. Over the last ten years, ^IMOEX has returned 4.11% per year, falling short of the S&P 500 Index benchmark, which averaged 14.28% annually.


MOEX Russia Index

1D
-0.87%
1M
-0.81%
YTD
0.35%
6M
3.42%
1Y
-7.86%
3Y*
4.25%
5Y*
-4.68%
10Y*
4.11%

Benchmark (S&P 500 Index)

1D
3.01%
1M
-0.16%
YTD
-1.96%
6M
-4.26%
1Y
13.96%
3Y*
18.32%
5Y*
11.64%
10Y*
14.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 22, 1997, ^IMOEX's average daily return is +0.07%, while the average monthly return is +1.49%. At this rate, your investment would double in approximately 3.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 1998 with a return of +53.0%, while the worst month was Aug 1998 at -44.2%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ^IMOEX closed higher 53% of trading days. The best single day was Sep 7, 1998 with a return of +31.7%, while the worst single day was Feb 24, 2022 at -33.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.58%0.59%-0.81%0.35%
20252.26%8.56%-5.85%-3.15%-3.07%0.66%-4.05%6.12%-7.41%-5.94%5.99%3.37%-4.04%
20243.71%1.33%2.33%4.12%-7.28%-2.07%-6.52%-10.03%7.83%-10.41%0.70%11.83%-6.97%
20233.32%1.24%8.77%7.52%3.14%2.93%9.87%5.03%-2.93%2.16%-1.10%-2.11%43.87%
2022-6.78%-30.02%9.43%-9.56%-3.66%-6.41%0.41%8.41%-18.45%10.69%0.37%-0.94%-43.12%
2021-0.36%2.12%5.83%0.06%5.01%3.23%-1.83%3.91%4.71%1.13%-6.25%-2.66%15.15%

Benchmark Metrics

MOEX Russia Index has an annualized alpha of 4.74%, beta of 0.14, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since September 23, 1997.

  • This index participated in 27.11% of S&P 500 Index downside but only 17.19% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.14 may look defensive, but with R² of 0.01 this index is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this index's risk.
  • R² of 0.01 means this index moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.74%
Beta
0.14
0.01
Upside Capture
17.19%
Downside Capture
27.11%

Return for Risk

Risk / Return Rank

^IMOEX ranks 4 for risk / return — in the bottom 4% of indices on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


^IMOEX Risk / Return Rank: 44
Overall Rank
^IMOEX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
^IMOEX Sortino Ratio Rank: 33
Sortino Ratio Rank
^IMOEX Omega Ratio Rank: 44
Omega Ratio Rank
^IMOEX Calmar Ratio Rank: 44
Calmar Ratio Rank
^IMOEX Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MOEX Russia Index (^IMOEX) and compare them to a chosen benchmark (S&P 500 Index).


^IMOEXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.37

0.55

-0.93

Sortino ratio

Return per unit of downside risk

-0.39

0.93

-1.32

Omega ratio

Gain probability vs. loss probability

0.95

1.13

-0.18

Calmar ratio

Return relative to maximum drawdown

-0.35

0.98

-1.33

Martin ratio

Return relative to average drawdown

-0.68

3.05

-3.72

Explore ^IMOEX risk-adjusted metrics in detail

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

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the MOEX Russia Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MOEX Russia Index was 83.89%, occurring on Oct 5, 1998. Recovery took 167 trading sessions.

The current MOEX Russia Index drawdown is 35.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.89%Oct 7, 1997248Oct 5, 1998167Jun 8, 1999415
-73.93%Dec 13, 2007215Oct 24, 20081950Aug 15, 20162165
-55.29%Oct 21, 2021226Oct 10, 2022
-52.86%Mar 28, 2000187Dec 21, 2000297Mar 4, 2002484
-44.57%Jul 7, 199956Sep 22, 199966Dec 27, 1999122

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...