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SMIN vs. AS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SMIN vs. AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI India Small-Cap ETF (SMIN) and Amer Sports, Inc (AS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SMIN achieves a -4.03% return, which is significantly higher than AS's -5.06% return.


SMIN

1D
1.44%
1M
0.72%
YTD
-4.03%
6M
-1.54%
1Y
-8.33%
3Y*
8.94%
5Y*
6.19%
10Y*
9.73%

AS

1D
-0.39%
1M
6.39%
YTD
-5.06%
6M
-7.56%
1Y
-2.15%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMIN vs. AS - Yearly Performance Comparison


2026 (YTD)20252024
SMIN
iShares MSCI India Small-Cap ETF
-4.03%-6.68%11.01%
AS
Amer Sports, Inc
-5.06%33.58%108.66%

Correlation

The correlation between SMIN and AS is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Feb 1, 2024

0.25

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Return for Risk

SMIN vs. AS — Risk / Return Rank

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

SMIN
SMIN Risk / Return Rank: 55
Overall Rank
SMIN Sharpe Ratio Rank: 55
Sharpe Ratio Rank
SMIN Sortino Ratio Rank: 55
Sortino Ratio Rank
SMIN Omega Ratio Rank: 55
Omega Ratio Rank
SMIN Calmar Ratio Rank: 66
Calmar Ratio Rank
SMIN Martin Ratio Rank: 66
Martin Ratio Rank

AS
AS Risk / Return Rank: 3636
Overall Rank
AS Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
AS Sortino Ratio Rank: 3434
Sortino Ratio Rank
AS Omega Ratio Rank: 3434
Omega Ratio Rank
AS Calmar Ratio Rank: 3737
Calmar Ratio Rank
AS Martin Ratio Rank: 3737
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SMIN vs. AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI India Small-Cap ETF (SMIN) and Amer Sports, Inc (AS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SMINASDifference
Sharpe ratioReturn per unit of total volatility

-0.39

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

0.93

1.01

-0.08

Calmar ratioReturn relative to maximum drawdown

-0.39

-0.18

-0.21

Martin ratioReturn relative to average drawdown

-0.87

-0.36

-0.51

SMIN vs. AS - Sharpe Ratio Comparison

The current SMIN Sharpe Ratio is -0.51, which is lower than the AS Sharpe Ratio of -0.13. The chart below compares the historical Sharpe Ratios of SMIN and AS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SMIN vs. AS - Drawdown Comparison

The maximum SMIN drawdown since its inception was -60.50%, which is greater than AS's maximum drawdown of -40.71%. Use the drawdown chart below to compare losses from any high point for SMIN and AS.


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Drawdown Indicators


SMINASDifference

Max Drawdown

Largest peak-to-trough decline

-60.50%

-40.71%

-19.79%

Max Drawdown (1Y)

Largest decline over 1 year

-24.54%

-28.78%

+4.24%

Max Drawdown (3Y)

Largest decline over 3 years

-27.58%

Max Drawdown (5Y)

Largest decline over 5 years

-27.58%

Max Drawdown (10Y)

Largest decline over 10 years

-60.50%

Current Drawdown

Current decline from peak

-16.07%

-15.49%

-0.58%

Average Drawdown

Average peak-to-trough decline

-14.62%

-13.29%

-1.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.01%

14.56%

-3.55%

Volatility

SMIN vs. AS - Volatility Comparison

The current volatility for iShares MSCI India Small-Cap ETF (SMIN) is 4.86%, while Amer Sports, Inc (AS) has a volatility of 10.17%. This indicates that SMIN experiences smaller price fluctuations and is considered to be less risky than AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMINASDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.86%

10.17%

-5.31%

Volatility (6M)

Calculated over the trailing 6-month period

15.58%

29.10%

-13.52%

Volatility (1Y)

Calculated over the trailing 1-year period

18.67%

41.31%

-22.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.88%

49.55%

-30.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.83%

49.55%

-26.72%

Dividends

SMIN vs. AS - Dividend Comparison

SMIN's dividend yield for the trailing twelve months is around 2.10%, while AS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AS
Amer Sports, Inc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SMIN
iShares MSCI India Small-Cap ETF
2.10%2.01%6.84%0.41%0.01%1.27%1.06%1.75%1.68%0.89%2.30%0.93%

Frequently Asked Questions


SMIN and AS have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AS has higher volatility (10.17%) compared to SMIN (4.86%). In terms of maximum drawdown, SMIN dropped -60.50% vs AS's -40.71%.

AS currently has the higher Sharpe Ratio (-0.13 vs -0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SMIN and AS

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