AIE.L vs. VUKE.L
Compare and contrast key facts about Ashoka India Equity Investment Trust plc (AIE.L) and Vanguard FTSE 100 UCITS ETF Distributing (VUKE.L).
VUKE.L is a passively managed fund by Vanguard that tracks the performance of the FTSE AllSh TR GBP. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIE.L or VUKE.L.
Correlation
The correlation between AIE.L and VUKE.L is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIE.L vs. VUKE.L - Performance Comparison
Key characteristics
AIE.L:
1.26
VUKE.L:
1.45
AIE.L:
1.75
VUKE.L:
2.14
AIE.L:
1.25
VUKE.L:
1.26
AIE.L:
2.53
VUKE.L:
2.97
AIE.L:
7.29
VUKE.L:
7.92
AIE.L:
3.20%
VUKE.L:
1.78%
AIE.L:
18.40%
VUKE.L:
9.67%
AIE.L:
-41.42%
VUKE.L:
-34.27%
AIE.L:
-0.67%
VUKE.L:
-0.60%
Returns By Period
In the year-to-date period, AIE.L achieves a 21.81% return, which is significantly higher than VUKE.L's 11.36% return.
AIE.L
21.81%
4.59%
9.23%
23.33%
22.19%
N/A
VUKE.L
11.36%
2.20%
2.36%
14.63%
6.37%
6.28%
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Risk-Adjusted Performance
AIE.L vs. VUKE.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ashoka India Equity Investment Trust plc (AIE.L) and Vanguard FTSE 100 UCITS ETF Distributing (VUKE.L). 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.
Dividends
AIE.L vs. VUKE.L - Dividend Comparison
AIE.L has not paid dividends to shareholders, while VUKE.L's dividend yield for the trailing twelve months is around 3.68%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIE.L Ashoka India Equity Investment Trust plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUKE.L Vanguard FTSE 100 UCITS ETF Distributing | 3.68% | 3.82% | 3.94% | 3.90% | 3.02% | 4.65% | 4.64% | 3.99% | 3.75% | 4.25% | 6.86% | 3.46% |
Drawdowns
AIE.L vs. VUKE.L - Drawdown Comparison
The maximum AIE.L drawdown since its inception was -41.42%, which is greater than VUKE.L's maximum drawdown of -34.27%. Use the drawdown chart below to compare losses from any high point for AIE.L and VUKE.L. For additional features, visit the drawdowns tool.
Volatility
AIE.L vs. VUKE.L - Volatility Comparison
Ashoka India Equity Investment Trust plc (AIE.L) has a higher volatility of 4.19% compared to Vanguard FTSE 100 UCITS ETF Distributing (VUKE.L) at 3.61%. This indicates that AIE.L's price experiences larger fluctuations and is considered to be riskier than VUKE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.