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

Correlation

The correlation between ALRS.ME and IMOEX is 0.63, 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.


-0.50.00.51.00.6

Performance

ALRS.ME vs. IMOEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Public Joint Stock Company ALROSA (ALRS.ME) and MOEX Russia Index (IMOEX). The values are adjusted to include any dividend payments, if applicable.

-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-43.61%
-35.25%
ALRS.ME
IMOEX

Key characteristics

Sharpe Ratio

ALRS.ME:

-1.09

IMOEX:

-1.21

Sortino Ratio

ALRS.ME:

-1.54

IMOEX:

-1.61

Omega Ratio

ALRS.ME:

0.81

IMOEX:

0.80

Calmar Ratio

ALRS.ME:

-0.49

IMOEX:

-0.51

Martin Ratio

ALRS.ME:

-1.45

IMOEX:

-1.43

Ulcer Index

ALRS.ME:

21.48%

IMOEX:

15.89%

Daily Std Dev

ALRS.ME:

28.40%

IMOEX:

18.50%

Max Drawdown

ALRS.ME:

-85.03%

IMOEX:

-83.89%

Current Drawdown

ALRS.ME:

-63.35%

IMOEX:

-43.43%

Returns By Period

In the year-to-date period, ALRS.ME achieves a -29.94% return, which is significantly lower than IMOEX's -21.74% return. Over the past 10 years, ALRS.ME has underperformed IMOEX with an annualized return of 4.99%, while IMOEX has yielded a comparatively higher 5.30% annualized return.


ALRS.ME

YTD

-29.94%

1M

-12.98%

6M

-29.51%

1Y

-32.59%

5Y*

-6.13%

10Y*

4.99%

IMOEX

YTD

-21.74%

1M

-10.86%

6M

-19.89%

1Y

-21.35%

5Y*

-4.28%

10Y*

5.30%

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Risk-Adjusted Performance

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

This table presents a comparison of risk-adjusted performance metrics for Public Joint Stock Company ALROSA (ALRS.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 ALRS.ME, currently valued at -1.17, compared to the broader market-4.00-2.000.002.00-1.17-1.18
The chart of Sortino ratio for ALRS.ME, currently valued at -1.78, compared to the broader market-4.00-2.000.002.004.00-1.78-1.71
The chart of Omega ratio for ALRS.ME, currently valued at 0.79, compared to the broader market0.501.001.502.000.790.80
The chart of Calmar ratio for ALRS.ME, currently valued at -0.53, compared to the broader market0.002.004.006.00-0.53-0.50
The chart of Martin ratio for ALRS.ME, currently valued at -1.64, compared to the broader market0.0010.0020.00-1.64-1.77
ALRS.ME
IMOEX

The current ALRS.ME Sharpe Ratio is -1.09, which is comparable to the IMOEX Sharpe Ratio of -1.21. The chart below compares the historical Sharpe Ratios of ALRS.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-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-1.17
-1.18
ALRS.ME
IMOEX

Drawdowns

ALRS.ME vs. IMOEX - Drawdown Comparison

The maximum ALRS.ME drawdown since its inception was -85.03%, roughly equal to the maximum IMOEX drawdown of -83.89%. Use the drawdown chart below to compare losses from any high point for ALRS.ME and IMOEX. For additional features, visit the drawdowns tool.


-80.00%-70.00%-60.00%-50.00%-40.00%JulyAugustSeptemberOctoberNovemberDecember
-74.50%
-61.43%
ALRS.ME
IMOEX

Volatility

ALRS.ME vs. IMOEX - Volatility Comparison

Public Joint Stock Company ALROSA (ALRS.ME) has a higher volatility of 16.27% compared to MOEX Russia Index (IMOEX) at 15.04%. This indicates that ALRS.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.


6.00%8.00%10.00%12.00%14.00%16.00%18.00%JulyAugustSeptemberOctoberNovemberDecember
16.27%
15.04%
ALRS.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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