Sberbank MOEX Russia Total Return ETF (SBMX)
SBMX is a passive ETF by Sberbank Asset Management tracking the investment results of the MOEX Total Return. SBMX launched on Aug 3, 2018 and has a 0.99% expense ratio.
ETF Info
RU000A0ZZH92
Aug 3, 2018
Emerging Europe (Russia)
1x
MOEX Total Return
Small-Cap
Blend
Expense Ratio
SBMX has a high expense ratio of 0.99%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Sberbank MOEX Russia Total Return ETF (SBMX) returned -0.88% year-to-date (YTD) and -12.06% over the past 12 months.
SBMX
-0.88%
1.67%
7.83%
-12.06%
8.17%
N/A
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of SBMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.76% | 8.33% | -5.77% | -2.98% | -2.61% | -0.88% | |||||||
| 2024 | 4.47% | 0.99% | 2.19% | 4.40% | -6.28% | -1.39% | -3.44% | -10.03% | 8.22% | -9.99% | 0.87% | 13.66% | 0.90% |
| 2023 | 3.68% | 1.30% | 8.51% | 7.37% | 4.89% | 4.81% | 10.24% | 4.84% | -2.56% | 2.37% | -0.87% | -0.93% | 52.29% |
| 2022 | -5.93% | -27.33% | 2.96% | -8.77% | -3.82% | -5.52% | 0.50% | 8.52% | -17.95% | 15.07% | 0.15% | 1.43% | -38.97% |
| 2021 | -0.47% | 1.75% | 5.99% | 0.03% | 6.47% | 3.55% | 0.09% | 3.65% | 4.91% | 1.49% | -6.57% | -1.70% | 20.10% |
| 2020 | 1.35% | -10.17% | -9.80% | 5.95% | 3.58% | 0.86% | 8.22% | 1.84% | -1.48% | -5.96% | 15.03% | 6.53% | 13.74% |
| 2019 | 6.57% | -1.54% | 0.18% | 2.44% | 4.23% | 6.08% | 1.26% | 0.12% | 0.68% | 5.94% | 1.20% | 4.94% | 36.74% |
| 2018 | 4.08% | -4.09% | 1.59% | -0.17% | 1.24% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SBMX is 5, meaning it’s performing worse than 95% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sberbank MOEX Russia Total Return ETF (SBMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
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 data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Sberbank MOEX Russia Total Return ETF. 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 Sberbank MOEX Russia Total Return ETF was 54.16%, occurring on Sep 26, 2022. The portfolio has not yet recovered.
The current Sberbank MOEX Russia Total Return ETF drawdown is 17.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.16% | Oct 21, 2021 | 234 | Sep 26, 2022 | — | — | — |
| -34% | Jan 21, 2020 | 40 | Mar 18, 2020 | 169 | Nov 18, 2020 | 209 |
| -7.6% | Oct 4, 2018 | 17 | Oct 26, 2018 | 57 | Jan 21, 2019 | 74 |
| -6.33% | Jan 15, 2021 | 11 | Jan 29, 2021 | 28 | Mar 11, 2021 | 39 |
| -5.61% | Jul 5, 2019 | 31 | Aug 16, 2019 | 12 | Sep 3, 2019 | 43 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...