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SBMX vs. BZ=F
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SBMX and BZ=F is 0.19, 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.


-0.50.00.51.00.2

Performance

SBMX vs. BZ=F - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sberbank MOEX Russia Total Return ETF (SBMX) and Crude Oil Brent (BZ=F). The values are adjusted to include any dividend payments, if applicable.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-19.47%
-13.45%
SBMX
BZ=F

Key characteristics

Sharpe Ratio

SBMX:

-0.25

BZ=F:

-0.42

Sortino Ratio

SBMX:

-0.23

BZ=F:

-0.42

Omega Ratio

SBMX:

0.97

BZ=F:

0.95

Calmar Ratio

SBMX:

-0.17

BZ=F:

-0.19

Martin Ratio

SBMX:

-0.38

BZ=F:

-0.75

Ulcer Index

SBMX:

13.43%

BZ=F:

13.54%

Daily Std Dev

SBMX:

20.42%

BZ=F:

24.44%

Max Drawdown

SBMX:

-54.16%

BZ=F:

-86.77%

Current Drawdown

SBMX:

-21.76%

BZ=F:

-49.63%

Returns By Period

In the year-to-date period, SBMX achieves a -5.15% return, which is significantly lower than BZ=F's -4.49% return.


SBMX

YTD

-5.15%

1M

6.84%

6M

-8.09%

1Y

-4.77%

5Y*

3.95%

10Y*

N/A

BZ=F

YTD

-4.49%

1M

-1.49%

6M

-13.45%

1Y

-6.94%

5Y*

1.53%

10Y*

2.08%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

SBMX vs. BZ=F - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sberbank MOEX Russia Total Return ETF (SBMX) and Crude Oil Brent (BZ=F). 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 SBMX, currently valued at -0.65, compared to the broader market0.002.004.00-0.65-0.41
The chart of Sortino ratio for SBMX, currently valued at -0.83, compared to the broader market-2.000.002.004.006.008.0010.00-0.83-0.41
The chart of Omega ratio for SBMX, currently valued at 0.90, compared to the broader market0.501.001.502.002.503.000.900.95
The chart of Calmar ratio for SBMX, currently valued at -0.33, compared to the broader market0.005.0010.0015.00-0.33-0.21
The chart of Martin ratio for SBMX, currently valued at -1.10, compared to the broader market0.0020.0040.0060.0080.00100.00-1.10-0.72
SBMX
BZ=F

The current SBMX Sharpe Ratio is -0.25, which is higher than the BZ=F Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of SBMX and BZ=F, 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-1.50-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.65
-0.41
SBMX
BZ=F

Drawdowns

SBMX vs. BZ=F - Drawdown Comparison

The maximum SBMX drawdown since its inception was -54.16%, smaller than the maximum BZ=F drawdown of -86.77%. Use the drawdown chart below to compare losses from any high point for SBMX and BZ=F. For additional features, visit the drawdowns tool.


-55.00%-50.00%-45.00%-40.00%-35.00%-30.00%JulyAugustSeptemberOctoberNovemberDecember
-45.63%
-42.51%
SBMX
BZ=F

Volatility

SBMX vs. BZ=F - Volatility Comparison

Sberbank MOEX Russia Total Return ETF (SBMX) has a higher volatility of 16.76% compared to Crude Oil Brent (BZ=F) at 4.99%. This indicates that SBMX's price experiences larger fluctuations and is considered to be riskier than BZ=F 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%JulyAugustSeptemberOctoberNovemberDecember
16.76%
4.99%
SBMX
BZ=F
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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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