Amundi Nasdaq-100 UCITS USD (ANXU.L)
ANXU.L is a passive ETF by Amundi tracking the investment results of the Russell 1000 Growth TR USD. ANXU.L launched on Apr 18, 2018 and has a 0.13% expense ratio.
ETF Info
| ISIN | LU1681038326 |
|---|---|
| Issuer | Amundi |
| Inception Date | Apr 18, 2018 |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 Growth TR USD |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
ANXU.L has an expense ratio of 0.13%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Amundi Nasdaq-100 UCITS USD, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Amundi Nasdaq-100 UCITS USD had a return of 25.12% year-to-date (YTD) and 33.97% in the last 12 months. Over the past 10 years, Amundi Nasdaq-100 UCITS USD had an annualized return of 18.21%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.12% | 25.48% |
| 1 month | 3.30% | 2.14% |
| 6 months | 14.11% | 12.76% |
| 1 year | 33.97% | 33.14% |
| 5 years (annualized) | 21.14% | 13.96% |
| 10 years (annualized) | 18.21% | 11.39% |
Monthly Returns
The table below presents the monthly returns of ANXU.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.96% | 4.12% | 1.89% | -3.31% | 3.59% | 8.79% | -2.50% | 0.27% | 3.04% | -0.13% | 25.12% | ||
| 2023 | 10.07% | 1.05% | 8.24% | 0.60% | 8.43% | 6.59% | 3.85% | -1.24% | -4.71% | -3.14% | 10.78% | 6.61% | 56.50% |
| 2022 | -11.10% | -2.77% | 5.22% | -12.34% | -4.42% | -8.20% | 10.74% | -3.69% | -8.47% | 1.65% | 0.96% | -5.72% | -33.92% |
| 2021 | 1.17% | -0.43% | 1.39% | 5.83% | -1.02% | 6.10% | 2.30% | 4.70% | -4.44% | 5.77% | 2.73% | 2.43% | 29.30% |
| 2020 | 3.64% | -7.58% | -4.31% | 12.78% | 4.92% | 7.07% | 7.37% | 10.94% | -4.31% | -3.30% | 9.59% | 5.84% | 48.47% |
| 2019 | 9.78% | 3.07% | 3.62% | 5.09% | -7.06% | 6.67% | 4.13% | -3.84% | 1.13% | 4.27% | 4.54% | 3.44% | 39.48% |
| 2018 | 7.59% | -0.18% | -5.55% | 2.08% | 4.83% | 1.40% | 2.10% | 5.96% | -0.19% | -8.83% | -0.85% | -8.78% | -2.00% |
| 2017 | 3.36% | 5.05% | 1.94% | 2.54% | 3.73% | -2.17% | 4.07% | 1.62% | -0.02% | 4.66% | 1.88% | 1.71% | 32.07% |
| 2016 | -9.09% | 0.87% | 5.82% | -4.02% | 4.86% | -2.76% | 7.86% | 0.88% | 2.30% | -1.19% | 0.61% | 1.85% | 7.02% |
| 2015 | -2.69% | 6.75% | -1.73% | 1.93% | 1.14% | -2.38% | 4.71% | -5.71% | -3.91% | 12.06% | 0.16% | -0.56% | 8.78% |
| 2014 | -1.49% | 5.68% | -2.93% | -0.82% | 4.77% | 3.19% | 1.52% | 4.41% | -0.18% | 1.95% | 4.87% | -1.15% | 21.15% |
| 2013 | 4.21% | -0.17% | 2.54% | 3.09% | 5.21% | -3.49% | 6.32% | -0.52% | 4.73% | 5.48% | 2.99% | 2.25% | 37.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ANXU.L is 61, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXU.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Amundi Nasdaq-100 UCITS USD. 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 Amundi Nasdaq-100 UCITS USD was 35.13%, occurring on Nov 3, 2022. Recovery took 281 trading sessions.
The current Amundi Nasdaq-100 UCITS USD drawdown is 0.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.13% | Nov 23, 2021 | 237 | Nov 3, 2022 | 281 | Dec 14, 2023 | 518 |
| -28.76% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 5, 2020 | 73 |
| -19.9% | Oct 2, 2018 | 60 | Dec 27, 2018 | 77 | Apr 17, 2019 | 137 |
| -17.19% | Dec 3, 2015 | 48 | Feb 11, 2016 | 116 | Jul 28, 2016 | 164 |
| -13.67% | Jul 29, 2011 | 7 | Aug 9, 2011 | 54 | Jan 17, 2012 | 61 |
Volatility
Volatility Chart
The current Amundi Nasdaq-100 UCITS USD volatility is 4.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.