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RTSI vs. IMOEX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between RTSI and IMOEX 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

RTSI vs. IMOEX - Performance Comparison

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

-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-12.06%
-12.77%
RTSI
IMOEX

Key characteristics

Sharpe Ratio

RTSI:

-0.62

IMOEX:

-0.40

Sortino Ratio

RTSI:

-0.82

IMOEX:

-0.45

Omega Ratio

RTSI:

0.91

IMOEX:

0.95

Calmar Ratio

RTSI:

-0.22

IMOEX:

-0.20

Martin Ratio

RTSI:

-0.79

IMOEX:

-0.53

Ulcer Index

RTSI:

19.83%

IMOEX:

17.02%

Daily Std Dev

RTSI:

25.11%

IMOEX:

21.87%

Max Drawdown

RTSI:

-93.26%

IMOEX:

-83.89%

Current Drawdown

RTSI:

-61.91%

IMOEX:

-31.18%

Returns By Period

In the year-to-date period, RTSI achieves a 6.09% return, which is significantly higher than IMOEX's 2.35% return. Over the past 10 years, RTSI has underperformed IMOEX with an annualized return of 2.55%, while IMOEX has yielded a comparatively higher 6.01% annualized return.


RTSI

YTD

6.09%

1M

6.09%

6M

-12.06%

1Y

-15.59%

5Y*

-9.09%

10Y*

2.55%

IMOEX

YTD

2.35%

1M

2.35%

6M

0.18%

1Y

-7.68%

5Y*

-0.84%

10Y*

6.01%

*Annualized

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Risk-Adjusted Performance

RTSI vs. IMOEX — Risk-Adjusted Performance Rank

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

RTSI
The Risk-Adjusted Performance Rank of RTSI is 22
Overall Rank
The Sharpe Ratio Rank of RTSI is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of RTSI is 22
Sortino Ratio Rank
The Omega Ratio Rank of RTSI is 22
Omega Ratio Rank
The Calmar Ratio Rank of RTSI is 33
Calmar Ratio Rank
The Martin Ratio Rank of RTSI is 22
Martin Ratio Rank

IMOEX
The Risk-Adjusted Performance Rank of IMOEX is 44
Overall Rank
The Sharpe Ratio Rank of IMOEX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of IMOEX is 44
Sortino Ratio Rank
The Omega Ratio Rank of IMOEX is 44
Omega Ratio Rank
The Calmar Ratio Rank of IMOEX is 44
Calmar Ratio Rank
The Martin Ratio Rank of IMOEX is 44
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.

RTSI vs. IMOEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RTS Index (RTSI) and MOEX Russia Index (IMOEX). 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 RTSI, currently valued at -0.61, compared to the broader market-0.500.000.501.001.502.002.50-0.61-0.55
The chart of Sortino ratio for RTSI, currently valued at -0.80, compared to the broader market0.001.002.003.00-0.80-0.65
The chart of Omega ratio for RTSI, currently valued at 0.91, compared to the broader market1.001.201.401.600.910.92
The chart of Calmar ratio for RTSI, currently valued at -0.25, compared to the broader market0.001.002.003.004.00-0.25-0.26
The chart of Martin ratio for RTSI, currently valued at -0.78, compared to the broader market0.005.0010.0015.0020.00-0.78-0.83
RTSI
IMOEX

The current RTSI Sharpe Ratio is -0.62, which is lower than the IMOEX Sharpe Ratio of -0.40. The chart below compares the historical Sharpe Ratios of RTSI and IMOEX, 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
-0.61
-0.55
RTSI
IMOEX

Drawdowns

RTSI vs. IMOEX - Drawdown Comparison

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


-65.00%-60.00%-55.00%-50.00%-45.00%AugustSeptemberOctoberNovemberDecember2025
-50.64%
-51.14%
RTSI
IMOEX

Volatility

RTSI vs. IMOEX - Volatility Comparison

RTS Index (RTSI) has a higher volatility of 7.90% compared to MOEX Russia Index (IMOEX) at 7.09%. This indicates that RTSI's price experiences larger fluctuations and is considered to be riskier than IMOEX 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
7.90%
7.09%
RTSI
IMOEX
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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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