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LKOH.ME vs. IRAO.ME
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LKOH.ME vs. IRAO.ME - Performance Comparison

The chart below illustrates the hypothetical performance of a RUB 10,000 investment in PJSC LUKOIL (LKOH.ME) and Public Joint Stock Company Inter RAO UES (IRAO.ME). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LKOH.ME achieves a -9.48% return, which is significantly lower than IRAO.ME's -2.36% return. Over the past 10 years, LKOH.ME has outperformed IRAO.ME with an annualized return of 18.67%, while IRAO.ME has yielded a comparatively lower 8.86% annualized return.


LKOH.ME

1D
-0.17%
1M
-7.94%
YTD
-9.48%
6M
-5.64%
1Y
-16.17%
3Y*
12.18%
5Y*
9.34%
10Y*
18.67%

IRAO.ME

1D
-1.09%
1M
-5.70%
YTD
-2.36%
6M
-2.67%
1Y
-3.91%
3Y*
-3.58%
5Y*
-3.63%
10Y*
8.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LKOH.ME vs. IRAO.ME - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LKOH.ME
PJSC LUKOIL
-9.48%-11.31%23.85%91.93%-25.25%38.14%-9.66%32.19%56.10%8.13%
IRAO.ME
Public Joint Stock Company Inter RAO UES
-2.36%-8.10%2.16%25.24%-14.56%-16.32%9.36%35.57%17.89%-7.79%

Correlation

The correlation between LKOH.ME and IRAO.ME is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.52

Correlation (5Y)
Calculated over the trailing 5-year period

0.48

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Jul 17, 2008

0.36

The correlation between LKOH.ME and IRAO.ME shifts across timeframes, from 0.36 (all time) to 0.52 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

LKOH.ME vs. IRAO.ME — Risk / Return Rank

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

LKOH.ME
LKOH.ME Risk / Return Rank: 2020
Overall Rank
LKOH.ME Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
LKOH.ME Sortino Ratio Rank: 1919
Sortino Ratio Rank
LKOH.ME Omega Ratio Rank: 2222
Omega Ratio Rank
LKOH.ME Calmar Ratio Rank: 2323
Calmar Ratio Rank
LKOH.ME Martin Ratio Rank: 1515
Martin Ratio Rank

IRAO.ME
IRAO.ME Risk / Return Rank: 3232
Overall Rank
IRAO.ME Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
IRAO.ME Sortino Ratio Rank: 2828
Sortino Ratio Rank
IRAO.ME Omega Ratio Rank: 2929
Omega Ratio Rank
IRAO.ME Calmar Ratio Rank: 3535
Calmar Ratio Rank
IRAO.ME Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LKOH.ME vs. IRAO.ME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PJSC LUKOIL (LKOH.ME) and Public Joint Stock Company Inter RAO UES (IRAO.ME). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LKOH.MEIRAO.MEDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.41

Omega ratioGain probability vs. loss probability

0.94

0.98

-0.04

Calmar ratioReturn relative to maximum drawdown

-0.56

-0.24

-0.32

Martin ratioReturn relative to average drawdown

-1.23

-0.53

-0.70

LKOH.ME vs. IRAO.ME - Sharpe Ratio Comparison

The current LKOH.ME Sharpe Ratio is -0.52, which is lower than the IRAO.ME Sharpe Ratio of -0.23. The chart below compares the historical Sharpe Ratios of LKOH.ME and IRAO.ME, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LKOH.ME vs. IRAO.ME - Drawdown Comparison

The maximum LKOH.ME drawdown since its inception was -72.44%, smaller than the maximum IRAO.ME drawdown of -94.01%. Use the drawdown chart below to compare losses from any high point for LKOH.ME and IRAO.ME.


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Drawdown Indicators


LKOH.MEIRAO.MEDifference

Max Drawdown

Largest peak-to-trough decline

-72.44%

-94.01%

+21.57%

Max Drawdown (1Y)

Largest decline over 1 year

-26.27%

-20.85%

-5.42%

Max Drawdown (3Y)

Largest decline over 3 years

-31.84%

-30.62%

-1.22%

Max Drawdown (5Y)

Largest decline over 5 years

-49.88%

-66.86%

+16.98%

Max Drawdown (10Y)

Largest decline over 10 years

-49.88%

-71.98%

+22.10%

Current Drawdown

Current decline from peak

-25.39%

-38.67%

+13.28%

Average Drawdown

Average peak-to-trough decline

-17.37%

-53.57%

+36.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.36%

9.77%

+3.59%

Volatility

LKOH.ME vs. IRAO.ME - Volatility Comparison

PJSC LUKOIL (LKOH.ME) has a higher volatility of 6.00% compared to Public Joint Stock Company Inter RAO UES (IRAO.ME) at 4.24%. This indicates that LKOH.ME's price experiences larger fluctuations and is considered to be riskier than IRAO.ME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LKOH.MEIRAO.MEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.00%

4.24%

+1.76%

Volatility (6M)

Calculated over the trailing 6-month period

16.93%

14.11%

+2.82%

Volatility (1Y)

Calculated over the trailing 1-year period

23.56%

18.22%

+5.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.53%

46.03%

-12.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.15%

38.97%

-7.82%

Dividends

LKOH.ME vs. IRAO.ME - Dividend Comparison

LKOH.ME's dividend yield for the trailing twelve months is around 14.29%, more than IRAO.ME's 11.86% yield.


PositionTTM20252024202320222021202020192018201720162015
IRAO.ME
Public Joint Stock Company Inter RAO UES
11.86%11.41%8.74%7.15%6.98%4.22%3.70%3.41%3.36%4.32%0.46%0.09%
LKOH.ME
PJSC LUKOIL
14.29%9.16%13.99%13.13%19.49%8.42%7.66%5.62%4.54%9.75%5.42%6.78%

Financials

LKOH.ME vs. IRAO.ME - Financials Comparison

This section allows you to compare key financial metrics between PJSC LUKOIL and Public Joint Stock Company Inter RAO UES. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in RUB except per share items

Frequently Asked Questions


LKOH.ME and IRAO.ME have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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