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ALRS vs. IMOEX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ALRS and IMOEX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

ALRS vs. IMOEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alerus Financial Corporation (ALRS) and MOEX Russia Index (IMOEX). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
8.16%
-12.88%
ALRS
IMOEX

Key characteristics

Sharpe Ratio

ALRS:

-0.09

IMOEX:

-0.48

Sortino Ratio

ALRS:

0.10

IMOEX:

-0.57

Omega Ratio

ALRS:

1.01

IMOEX:

0.93

Calmar Ratio

ALRS:

-0.07

IMOEX:

-0.24

Martin Ratio

ALRS:

-0.26

IMOEX:

-0.62

Ulcer Index

ALRS:

11.34%

IMOEX:

17.13%

Daily Std Dev

ALRS:

32.94%

IMOEX:

21.87%

Max Drawdown

ALRS:

-61.66%

IMOEX:

-83.89%

Current Drawdown

ALRS:

-34.06%

IMOEX:

-31.95%

Returns By Period

In the year-to-date period, ALRS achieves a 12.89% return, which is significantly higher than IMOEX's 1.20% return. Over the past 10 years, ALRS has underperformed IMOEX with an annualized return of 4.27%, while IMOEX has yielded a comparatively higher 5.22% annualized return.


ALRS

YTD

12.89%

1M

12.95%

6M

8.16%

1Y

1.50%

5Y*

3.38%

10Y*

4.27%

IMOEX

YTD

1.20%

1M

3.15%

6M

2.96%

1Y

-9.58%

5Y*

-1.19%

10Y*

5.22%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

ALRS vs. IMOEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALRS
The Risk-Adjusted Performance Rank of ALRS is 3939
Overall Rank
The Sharpe Ratio Rank of ALRS is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of ALRS is 3535
Sortino Ratio Rank
The Omega Ratio Rank of ALRS is 3535
Omega Ratio Rank
The Calmar Ratio Rank of ALRS is 4343
Calmar Ratio Rank
The Martin Ratio Rank of ALRS is 4141
Martin Ratio Rank

IMOEX
The Risk-Adjusted Performance Rank of IMOEX is 44
Overall Rank
The Sharpe Ratio Rank of IMOEX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IMOEX is 44
Sortino Ratio Rank
The Omega Ratio Rank of IMOEX is 44
Omega Ratio Rank
The Calmar Ratio Rank of IMOEX is 33
Calmar Ratio Rank
The Martin Ratio Rank of IMOEX is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ALRS vs. IMOEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alerus Financial Corporation (ALRS) 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, currently valued at 0.15, compared to the broader market-2.000.002.004.000.15-0.60
The chart of Sortino ratio for ALRS, currently valued at 0.42, compared to the broader market-4.00-2.000.002.004.000.42-0.72
The chart of Omega ratio for ALRS, currently valued at 1.06, compared to the broader market0.501.001.502.001.060.91
The chart of Calmar ratio for ALRS, currently valued at 0.10, compared to the broader market0.002.004.006.000.10-0.28
The chart of Martin ratio for ALRS, currently valued at 0.46, compared to the broader market-10.000.0010.0020.000.46-0.87
ALRS
IMOEX

The current ALRS Sharpe Ratio is -0.09, which is higher than the IMOEX Sharpe Ratio of -0.48. The chart below compares the historical Sharpe Ratios of ALRS 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-1.50-1.00-0.500.000.501.00SeptemberOctoberNovemberDecember2025February
0.15
-0.60
ALRS
IMOEX

Drawdowns

ALRS vs. IMOEX - Drawdown Comparison

The maximum ALRS drawdown since its inception was -61.66%, smaller than the maximum IMOEX drawdown of -83.89%. Use the drawdown chart below to compare losses from any high point for ALRS and IMOEX. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%SeptemberOctoberNovemberDecember2025February
-34.06%
-52.64%
ALRS
IMOEX

Volatility

ALRS vs. IMOEX - Volatility Comparison

Alerus Financial Corporation (ALRS) and MOEX Russia Index (IMOEX) have volatilities of 7.35% and 7.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
7.35%
7.56%
ALRS
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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