PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
IMOEX vs. MCFTR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between IMOEX and MCFTR is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.01.0

Performance

IMOEX vs. MCFTR - Performance Comparison

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

-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-27.76%
0
IMOEX
MCFTR

Key characteristics

Returns By Period


IMOEX

YTD

-14.87%

1M

1.60%

6M

-15.28%

1Y

-14.16%

5Y*

-2.65%

10Y*

6.57%

MCFTR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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

IMOEX vs. MCFTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MOEX Russia Index (IMOEX) and MOEX Total Return (MCFTR). 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 IMOEX, currently valued at -0.91, compared to the broader market0.001.002.00-0.910.66
The chart of Sortino ratio for IMOEX, currently valued at -1.28, compared to the broader market-1.000.001.002.003.00-1.281.04
The chart of Omega ratio for IMOEX, currently valued at 0.85, compared to the broader market0.901.001.101.201.301.400.851.18
The chart of Calmar ratio for IMOEX, currently valued at -0.40, compared to the broader market0.001.002.003.00-0.400.20
The chart of Martin ratio for IMOEX, currently valued at -1.43, compared to the broader market0.005.0010.0015.0020.00-1.431.41
IMOEX
MCFTR


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.91
0.66
IMOEX
MCFTR

Drawdowns

IMOEX vs. MCFTR - Drawdown Comparison


-60.00%-50.00%-40.00%-30.00%JulyAugustSeptemberOctoberNovemberDecember
-58.04%
-28.01%
IMOEX
MCFTR

Volatility

IMOEX vs. MCFTR - Volatility Comparison

MOEX Russia Index (IMOEX) has a higher volatility of 17.57% compared to MOEX Total Return (MCFTR) at 0.00%. This indicates that IMOEX's price experiences larger fluctuations and is considered to be riskier than MCFTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
17.57%
0
IMOEX
MCFTR
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


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.

Copyright © 2024 PortfoliosLab