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SBMX vs. MCFTR
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SBMX and MCFTR is 0.90, 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

SBMX vs. MCFTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sberbank MOEX Russia Total Return ETF (SBMX) and MOEX Total Return (MCFTR). 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%
0
SBMX
MCFTR

Key characteristics

Returns By Period


SBMX

YTD

-5.15%

1M

6.84%

6M

-8.09%

1Y

-4.77%

5Y*

3.95%

10Y*

N/A

MCFTR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

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Risk-Adjusted Performance

SBMX vs. MCFTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sberbank MOEX Russia Total Return ETF (SBMX) and MOEX Total Return (MCFTR). 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 -0.48, compared to the broader market0.002.004.00-0.480.82
The chart of Sortino ratio for SBMX, currently valued at -0.53, compared to the broader market-2.000.002.004.006.008.0010.00-0.531.32
The chart of Omega ratio for SBMX, currently valued at 0.94, compared to the broader market0.501.001.502.002.503.000.941.22
The chart of Calmar ratio for SBMX, currently valued at -0.25, compared to the broader market0.005.0010.0015.00-0.250.28
The chart of Martin ratio for SBMX, currently valued at -0.87, compared to the broader market0.0020.0040.0060.0080.00100.00-0.871.93
SBMX
MCFTR


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.48
0.82
SBMX
MCFTR

Drawdowns

SBMX vs. MCFTR - Drawdown Comparison


-55.00%-50.00%-45.00%-40.00%-35.00%-30.00%JulyAugustSeptemberOctoberNovemberDecember
-45.63%
-28.01%
SBMX
MCFTR

Volatility

SBMX vs. MCFTR - Volatility Comparison

Sberbank MOEX Russia Total Return ETF (SBMX) has a higher volatility of 17.43% compared to MOEX Total Return (MCFTR) at 0.00%. This indicates that SBMX's price experiences larger fluctuations and is considered to be riskier than MCFTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
17.43%
0
SBMX
MCFTR
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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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