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SBCB vs. IMOEX
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SBCB and IMOEX is 0.48, 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.


-0.50.00.51.00.5

Performance

SBCB vs. IMOEX - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
17.52%
28.20%
SBCB
IMOEX

Key characteristics

Sharpe Ratio

SBCB:

0.23

IMOEX:

-0.01

Sortino Ratio

SBCB:

0.60

IMOEX:

0.16

Omega Ratio

SBCB:

1.08

IMOEX:

1.02

Calmar Ratio

SBCB:

0.42

IMOEX:

-0.01

Martin Ratio

SBCB:

0.88

IMOEX:

-0.01

Ulcer Index

SBCB:

7.41%

IMOEX:

17.32%

Daily Std Dev

SBCB:

28.12%

IMOEX:

23.09%

Max Drawdown

SBCB:

-30.39%

IMOEX:

-83.89%

Current Drawdown

SBCB:

-14.67%

IMOEX:

-23.20%

Returns By Period

In the year-to-date period, SBCB achieves a -8.65% return, which is significantly lower than IMOEX's 14.21% return.


SBCB

YTD

-8.65%

1M

-5.13%

6M

11.76%

1Y

6.07%

5Y*

5.70%

10Y*

N/A

IMOEX

YTD

14.21%

1M

12.20%

6M

20.75%

1Y

4.88%

5Y*

1.18%

10Y*

6.28%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

SBCB vs. IMOEX — Risk-Adjusted Performance Rank

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

SBCB
The Risk-Adjusted Performance Rank of SBCB is 1515
Overall Rank
The Sharpe Ratio Rank of SBCB is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of SBCB is 1414
Sortino Ratio Rank
The Omega Ratio Rank of SBCB is 1414
Omega Ratio Rank
The Calmar Ratio Rank of SBCB is 2222
Calmar Ratio Rank
The Martin Ratio Rank of SBCB is 1313
Martin Ratio Rank

IMOEX
The Risk-Adjusted Performance Rank of IMOEX is 66
Overall Rank
The Sharpe Ratio Rank of IMOEX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of IMOEX is 66
Sortino Ratio Rank
The Omega Ratio Rank of IMOEX is 66
Omega Ratio Rank
The Calmar Ratio Rank of IMOEX is 66
Calmar Ratio Rank
The Martin Ratio Rank of IMOEX is 66
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.

SBCB vs. IMOEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sberbank MOEX Russian Liquid Eurobonds Index ETF (SBCB) 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 SBCB, currently valued at 0.43, compared to the broader market0.002.004.000.430.07
The chart of Sortino ratio for SBCB, currently valued at 0.87, compared to the broader market-2.000.002.004.006.008.0010.0012.000.870.37
The chart of Omega ratio for SBCB, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.001.111.04
The chart of Calmar ratio for SBCB, currently valued at 0.31, compared to the broader market0.005.0010.0015.000.310.04
The chart of Martin ratio for SBCB, currently valued at 1.93, compared to the broader market0.0020.0040.0060.0080.00100.001.930.12
SBCB
IMOEX

The current SBCB Sharpe Ratio is 0.23, which is higher than the IMOEX Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of SBCB 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-1.00-0.500.000.501.00SeptemberOctoberNovemberDecember2025February
0.43
0.07
SBCB
IMOEX

Drawdowns

SBCB vs. IMOEX - Drawdown Comparison

The maximum SBCB drawdown since its inception was -30.39%, smaller than the maximum IMOEX drawdown of -83.89%. Use the drawdown chart below to compare losses from any high point for SBCB and IMOEX. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%SeptemberOctoberNovemberDecember2025February
-20.09%
-39.00%
SBCB
IMOEX

Volatility

SBCB vs. IMOEX - Volatility Comparison

The current volatility for Sberbank MOEX Russian Liquid Eurobonds Index ETF (SBCB) is 5.15%, while MOEX Russia Index (IMOEX) has a volatility of 14.06%. This indicates that SBCB experiences smaller price fluctuations and is considered to be less risky than IMOEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
5.15%
14.06%
SBCB
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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