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AGRO.ME vs. IMOEX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between AGRO.ME and IMOEX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

AGRO.ME vs. IMOEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ros Agro PLC (AGRO.ME) and MOEX Russia Index (IMOEX). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-29.45%
-26.63%
AGRO.ME
IMOEX

Key characteristics

Sharpe Ratio

AGRO.ME:

-0.40

IMOEX:

-0.76

Sortino Ratio

AGRO.ME:

-0.42

IMOEX:

-1.02

Omega Ratio

AGRO.ME:

0.95

IMOEX:

0.87

Calmar Ratio

AGRO.ME:

-0.42

IMOEX:

-0.36

Martin Ratio

AGRO.ME:

-0.82

IMOEX:

-0.99

Ulcer Index

AGRO.ME:

16.04%

IMOEX:

15.97%

Daily Std Dev

AGRO.ME:

32.39%

IMOEX:

20.59%

Max Drawdown

AGRO.ME:

-56.95%

IMOEX:

-83.89%

Current Drawdown

AGRO.ME:

-28.66%

IMOEX:

-38.46%

Returns By Period

In the year-to-date period, AGRO.ME achieves a -10.06% return, which is significantly higher than IMOEX's -14.87% return. Over the past 10 years, AGRO.ME has outperformed IMOEX with an annualized return of 21.51%, while IMOEX has yielded a comparatively lower 6.57% annualized return.


AGRO.ME

YTD

-10.06%

1M

-6.66%

6M

-18.54%

1Y

-8.72%

5Y*

19.05%

10Y*

21.51%

IMOEX

YTD

-14.87%

1M

1.60%

6M

-15.28%

1Y

-14.16%

5Y*

-2.65%

10Y*

6.57%

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Risk-Adjusted Performance

AGRO.ME vs. IMOEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Ros Agro PLC (AGRO.ME) and MOEX Russia Index (IMOEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AGRO.ME, currently valued at -0.56, compared to the broader market-4.00-2.000.002.00-0.56-0.91
The chart of Sortino ratio for AGRO.ME, currently valued at -0.68, compared to the broader market-4.00-2.000.002.004.00-0.68-1.28
The chart of Omega ratio for AGRO.ME, currently valued at 0.92, compared to the broader market0.501.001.502.000.920.85
The chart of Calmar ratio for AGRO.ME, currently valued at -0.51, compared to the broader market0.002.004.006.00-0.51-0.40
The chart of Martin ratio for AGRO.ME, currently valued at -1.21, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.21-1.43
AGRO.ME
IMOEX

The current AGRO.ME Sharpe Ratio is -0.40, which is higher than the IMOEX Sharpe Ratio of -0.76. The chart below compares the historical Sharpe Ratios of AGRO.ME and IMOEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
-0.56
-0.91
AGRO.ME
IMOEX

Drawdowns

AGRO.ME vs. IMOEX - Drawdown Comparison

The maximum AGRO.ME drawdown since its inception was -56.95%, smaller than the maximum IMOEX drawdown of -83.89%. Use the drawdown chart below to compare losses from any high point for AGRO.ME and IMOEX. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-36.96%
-58.04%
AGRO.ME
IMOEX

Volatility

AGRO.ME vs. IMOEX - Volatility Comparison

Ros Agro PLC (AGRO.ME) has a higher volatility of 22.31% compared to MOEX Russia Index (IMOEX) at 17.57%. This indicates that AGRO.ME's price experiences larger fluctuations and is considered to be riskier than IMOEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
22.31%
17.57%
AGRO.ME
IMOEX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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