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MCFTR vs. GLD
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between MCFTR and GLD is 0.08, 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

MCFTR vs. GLD - Performance Comparison

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

40.00%45.00%50.00%55.00%60.00%65.00%JulyAugustSeptemberOctoberNovemberDecember
61.77%
55.27%
MCFTR
GLD

Key characteristics

Returns By Period


MCFTR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

GLD

YTD

26.64%

1M

-1.03%

6M

12.72%

1Y

27.80%

5Y*

11.67%

10Y*

7.96%

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Risk-Adjusted Performance

MCFTR vs. GLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MOEX Total Return (MCFTR) and SPDR Gold Trust (GLD). 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 MCFTR, currently valued at 0.82, compared to the broader market0.001.002.000.821.72
The chart of Sortino ratio for MCFTR, currently valued at 1.32, compared to the broader market-1.000.001.002.003.001.322.31
The chart of Omega ratio for MCFTR, currently valued at 1.22, compared to the broader market0.901.001.101.201.301.401.221.30
The chart of Calmar ratio for MCFTR, currently valued at 0.28, compared to the broader market0.001.002.003.000.283.17
The chart of Martin ratio for MCFTR, currently valued at 1.94, compared to the broader market0.005.0010.0015.0020.001.949.20
MCFTR
GLD


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.82
1.72
MCFTR
GLD

Drawdowns

MCFTR vs. GLD - Drawdown Comparison


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-28.01%
-5.98%
MCFTR
GLD

Volatility

MCFTR vs. GLD - Volatility Comparison

The current volatility for MOEX Total Return (MCFTR) is 0.00%, while SPDR Gold Trust (GLD) has a volatility of 5.21%. This indicates that MCFTR experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember0
5.21%
MCFTR
GLD
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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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