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IMOEX vs. RTSI
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between IMOEX and RTSI is 0.87, 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.


-0.50.00.51.00.9

Performance

IMOEX vs. RTSI - Performance Comparison

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

-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-11.73%
-11.41%
IMOEX
RTSI

Key characteristics

Sharpe Ratio

IMOEX:

-0.51

RTSI:

-0.66

Sortino Ratio

IMOEX:

-0.62

RTSI:

-0.88

Omega Ratio

IMOEX:

0.93

RTSI:

0.90

Calmar Ratio

IMOEX:

-0.25

RTSI:

-0.24

Martin Ratio

IMOEX:

-0.66

RTSI:

-0.85

Ulcer Index

IMOEX:

16.96%

RTSI:

19.68%

Daily Std Dev

IMOEX:

21.86%

RTSI:

25.18%

Max Drawdown

IMOEX:

-83.89%

RTSI:

-93.26%

Current Drawdown

IMOEX:

-32.56%

RTSI:

-62.31%

Returns By Period

In the year-to-date period, IMOEX achieves a 0.29% return, which is significantly lower than RTSI's 4.98% return. Over the past 10 years, IMOEX has outperformed RTSI with an annualized return of 5.80%, while RTSI has yielded a comparatively lower 2.45% annualized return.


IMOEX

YTD

0.29%

1M

3.76%

6M

-0.58%

1Y

-8.59%

5Y*

-1.57%

10Y*

5.80%

RTSI

YTD

4.98%

1M

8.62%

6M

-11.41%

1Y

-15.52%

5Y*

-9.92%

10Y*

2.45%

*Annualized

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Risk-Adjusted Performance

IMOEX vs. RTSI — Risk-Adjusted Performance Rank

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

IMOEX
The Risk-Adjusted Performance Rank of IMOEX is 33
Overall Rank
The Sharpe Ratio Rank of IMOEX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of IMOEX is 33
Sortino Ratio Rank
The Omega Ratio Rank of IMOEX is 33
Omega Ratio Rank
The Calmar Ratio Rank of IMOEX is 22
Calmar Ratio Rank
The Martin Ratio Rank of IMOEX is 33
Martin Ratio Rank

RTSI
The Risk-Adjusted Performance Rank of RTSI is 11
Overall Rank
The Sharpe Ratio Rank of RTSI is 00
Sharpe Ratio Rank
The Sortino Ratio Rank of RTSI is 11
Sortino Ratio Rank
The Omega Ratio Rank of RTSI is 11
Omega Ratio Rank
The Calmar Ratio Rank of RTSI is 33
Calmar Ratio Rank
The Martin Ratio Rank of RTSI is 11
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.

IMOEX vs. RTSI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MOEX Russia Index (IMOEX) and RTS Index (RTSI). 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 -0.54, compared to the broader market-0.500.000.501.001.502.002.50-0.54-0.66
The chart of Sortino ratio for IMOEX, currently valued at -0.62, compared to the broader market0.001.002.003.00-0.62-0.88
The chart of Omega ratio for IMOEX, currently valued at 0.93, compared to the broader market0.901.001.101.201.301.401.500.930.90
The chart of Calmar ratio for IMOEX, currently valued at -0.25, compared to the broader market0.001.002.003.004.00-0.25-0.27
The chart of Martin ratio for IMOEX, currently valued at -0.81, compared to the broader market0.005.0010.0015.0020.00-0.81-0.84
IMOEX
RTSI

The current IMOEX Sharpe Ratio is -0.51, which is comparable to the RTSI Sharpe Ratio of -0.66. The chart below compares the historical Sharpe Ratios of IMOEX and RTSI, 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-1.50-1.00-0.500.000.50AugustSeptemberOctoberNovemberDecember2025
-0.54
-0.66
IMOEX
RTSI

Drawdowns

IMOEX vs. RTSI - Drawdown Comparison

The maximum IMOEX drawdown since its inception was -83.89%, smaller than the maximum RTSI drawdown of -93.26%. Use the drawdown chart below to compare losses from any high point for IMOEX and RTSI. For additional features, visit the drawdowns tool.


-65.00%-60.00%-55.00%-50.00%-45.00%AugustSeptemberOctoberNovemberDecember2025
-51.18%
-51.15%
IMOEX
RTSI

Volatility

IMOEX vs. RTSI - Volatility Comparison

MOEX Russia Index (IMOEX) has a higher volatility of 9.56% compared to RTS Index (RTSI) at 8.37%. This indicates that IMOEX's price experiences larger fluctuations and is considered to be riskier than RTSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%AugustSeptemberOctoberNovemberDecember2025
9.56%
8.37%
IMOEX
RTSI
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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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