PortfoliosLab logoPortfoliosLab logo
AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE000QDFFK00
Issuer
AXA IM
Inception Date
Nov 16, 2022
Leveraged
1x (No leverage)
Index Tracked
NASDAQ-100 Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

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


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in AXA IM NASDAQ 100 UCITS ETF - USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period

AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE) has returned -8.46% so far this year and 23.06% over the past 12 months.


AXA IM NASDAQ 100 UCITS ETF - USD Acc

1D
0.50%
1M
-6.41%
YTD
-8.46%
6M
-4.76%
1Y
23.06%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 22, 2023, ANAU.DE's average daily return is +0.08%, while the average monthly return is +1.54%. At this rate, your investment would double in approximately 3.8 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2023 with a return of +10.9%, while the worst month was Mar 2025 at -7.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, ANAU.DE closed higher 57% of trading days. The best single day was Apr 10, 2025 with a return of +6.5%, while the worst single day was Apr 4, 2025 at -4.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.70%-2.87%-6.41%-8.46%
20252.51%-5.19%-7.73%1.42%10.28%6.32%3.58%-0.05%4.95%5.49%-2.05%0.68%20.55%
20241.94%4.24%1.80%-3.31%3.68%8.70%-2.54%0.43%2.95%-0.17%4.89%1.73%26.51%
20233.67%-4.61%-3.30%10.93%6.60%13.09%

Benchmark Metrics

AXA IM NASDAQ 100 UCITS ETF - USD Acc has an annualized alpha of 10.39%, beta of 0.55, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since August 23, 2023.

  • This ETF captured 113.33% of S&P 500 Index gains and 110.79% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • Beta of 0.55 may look defensive, but with R² of 0.21 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.21 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
10.39%
Beta
0.55
0.21
Upside Capture
113.33%
Downside Capture
110.79%

Expense Ratio

ANAU.DE has an expense ratio of 0.14%, which is considered low.


Return for Risk

Risk / Return Rank

ANAU.DE ranks 64 for risk / return — better than 64% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ANAU.DE Risk / Return Rank: 6464
Overall Rank
ANAU.DE Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ANAU.DE Sortino Ratio Rank: 6767
Sortino Ratio Rank
ANAU.DE Omega Ratio Rank: 6161
Omega Ratio Rank
ANAU.DE Calmar Ratio Rank: 6767
Calmar Ratio Rank
ANAU.DE Martin Ratio Rank: 6262
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for AXA IM NASDAQ 100 UCITS ETF - USD Acc (ANAU.DE) and compare them to a chosen benchmark (S&P 500 Index).


ANAU.DEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.17

0.90

+0.27

Sortino ratio

Return per unit of downside risk

1.73

1.39

+0.35

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.76

1.40

+0.36

Martin ratio

Return relative to average drawdown

6.38

6.61

-0.23

Explore ANAU.DE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


AXA IM NASDAQ 100 UCITS ETF - USD Acc doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the AXA IM NASDAQ 100 UCITS ETF - USD Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the AXA IM NASDAQ 100 UCITS ETF - USD Acc was 22.35%, occurring on Apr 7, 2025. Recovery took 53 trading sessions.

The current AXA IM NASDAQ 100 UCITS ETF - USD Acc drawdown is 10.44%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.35%Feb 18, 202535Apr 7, 202553Jun 24, 202588
-12.26%Jul 11, 202418Aug 5, 202462Oct 30, 202480
-10.88%Oct 30, 2025103Mar 30, 2026
-8.55%Sep 1, 202340Oct 26, 202313Nov 14, 202353
-7.5%Mar 22, 202420Apr 22, 202416May 15, 202436

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...