RGBITR vs. USA

In the year-to-date period, RGBITR achieves a 4.01% return, which is significantly higher than USA's -2.48% return. Over the past 10 years, RGBITR has underperformed USA with an annualized return of 6.83%, while USA has yielded a comparatively higher 11.74% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Russian Government Bond Index (RGBITR) and Liberty All-Star Equity Fund (USA). 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.

The current RGBITR Sharpe Ratio is 0.51, which is comparable to the USA Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of RGBITR and USA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum RGBITR drawdown since its inception was -26.91%, smaller than the maximum USA drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for RGBITR and USA. For additional features, visit the drawdowns tool.

The current volatility for Russian Government Bond Index (RGBITR) is 7.59%, while Liberty All-Star Equity Fund (USA) has a volatility of 9.90%. This indicates that RGBITR experiences smaller price fluctuations and is considered to be less risky than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.