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RUBUSD=X vs. SBERP.ME
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between RUBUSD=X and SBERP.ME is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

RUBUSD=X vs. SBERP.ME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RUB/USD (RUBUSD=X) and Sberbank of Russia (SBERP.ME). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
1.81%
21.12%
RUBUSD=X
SBERP.ME

Key characteristics

Sharpe Ratio

RUBUSD=X:

0.08

SBERP.ME:

0.42

Sortino Ratio

RUBUSD=X:

0.28

SBERP.ME:

0.81

Omega Ratio

RUBUSD=X:

1.04

SBERP.ME:

1.10

Calmar Ratio

RUBUSD=X:

0.02

SBERP.ME:

0.33

Martin Ratio

RUBUSD=X:

0.16

SBERP.ME:

0.65

Ulcer Index

RUBUSD=X:

11.49%

SBERP.ME:

16.25%

Daily Std Dev

RUBUSD=X:

23.34%

SBERP.ME:

25.34%

Max Drawdown

RUBUSD=X:

-79.77%

SBERP.ME:

-91.05%

Current Drawdown

RUBUSD=X:

-67.63%

SBERP.ME:

-4.95%

Returns By Period

In the year-to-date period, RUBUSD=X achieves a 27.27% return, which is significantly higher than SBERP.ME's 11.98% return. Over the past 10 years, RUBUSD=X has underperformed SBERP.ME with an annualized return of -3.50%, while SBERP.ME has yielded a comparatively higher 25.46% annualized return.


RUBUSD=X

YTD

27.27%

1M

13.13%

6M

2.75%

1Y

3.70%

5Y*

-6.20%

10Y*

-3.50%

SBERP.ME

YTD

11.98%

1M

11.73%

6M

17.68%

1Y

9.27%

5Y*

12.45%

10Y*

25.46%

*Annualized

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Risk-Adjusted Performance

RUBUSD=X vs. SBERP.ME — Risk-Adjusted Performance Rank

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

RUBUSD=X
The Risk-Adjusted Performance Rank of RUBUSD=X is 5353
Overall Rank
The Sharpe Ratio Rank of RUBUSD=X is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of RUBUSD=X is 5454
Sortino Ratio Rank
The Omega Ratio Rank of RUBUSD=X is 5656
Omega Ratio Rank
The Calmar Ratio Rank of RUBUSD=X is 5454
Calmar Ratio Rank
The Martin Ratio Rank of RUBUSD=X is 5151
Martin Ratio Rank

SBERP.ME
The Risk-Adjusted Performance Rank of SBERP.ME is 5757
Overall Rank
The Sharpe Ratio Rank of SBERP.ME is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of SBERP.ME is 5454
Sortino Ratio Rank
The Omega Ratio Rank of SBERP.ME is 5353
Omega Ratio Rank
The Calmar Ratio Rank of SBERP.ME is 6161
Calmar Ratio Rank
The Martin Ratio Rank of SBERP.ME is 5454
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.

RUBUSD=X vs. SBERP.ME - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for RUB/USD (RUBUSD=X) and Sberbank of Russia (SBERP.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.


Sharpe ratio
The chart of Sharpe ratio for RUBUSD=X, currently valued at 0.08, compared to the broader market0.002.004.006.008.000.080.18
The chart of Sortino ratio for RUBUSD=X, currently valued at 0.28, compared to the broader market0.0010.0020.0030.000.280.56
The chart of Omega ratio for RUBUSD=X, currently valued at 1.04, compared to the broader market2.004.006.008.001.041.07
The chart of Calmar ratio for RUBUSD=X, currently valued at 0.02, compared to the broader market0.0020.0040.0060.000.020.12
The chart of Martin ratio for RUBUSD=X, currently valued at 0.16, compared to the broader market0.00100.00200.00300.00400.00500.000.160.28
RUBUSD=X
SBERP.ME

The current RUBUSD=X Sharpe Ratio is 0.08, which is lower than the SBERP.ME Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of RUBUSD=X and SBERP.ME, 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-1.00-0.500.000.50SeptemberOctoberNovemberDecember2025February
0.08
0.18
RUBUSD=X
SBERP.ME

Drawdowns

RUBUSD=X vs. SBERP.ME - Drawdown Comparison

The maximum RUBUSD=X drawdown since its inception was -79.77%, smaller than the maximum SBERP.ME drawdown of -91.05%. Use the drawdown chart below to compare losses from any high point for RUBUSD=X and SBERP.ME. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%SeptemberOctoberNovemberDecember2025February
-67.63%
-20.15%
RUBUSD=X
SBERP.ME

Volatility

RUBUSD=X vs. SBERP.ME - Volatility Comparison

The current volatility for RUB/USD (RUBUSD=X) is 8.12%, while Sberbank of Russia (SBERP.ME) has a volatility of 14.03%. This indicates that RUBUSD=X experiences smaller price fluctuations and is considered to be less risky than SBERP.ME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
8.12%
14.03%
RUBUSD=X
SBERP.ME
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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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