ANXG.L vs. AEDAX

In the year-to-date period, ANXG.L achieves a -0.45% return, which is significantly lower than AEDAX's 14.64% return.

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ANXG.L has a 0.13% expense ratio, which is lower than AEDAX's 1.37% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXG.L) and Invesco EQV European Equity Fund (AEDAX). 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.

The current ANXG.L Sharpe Ratio is 0.36, which is higher than the AEDAX Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of ANXG.L and AEDAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between ANXG.L and AEDAX is 0.56, 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.

ANXG.L has not paid dividends to shareholders, while AEDAX's dividend yield for the trailing twelve months is around 9.19%.

The maximum ANXG.L drawdown since its inception was -27.69%, smaller than the maximum AEDAX drawdown of -65.78%. Use the drawdown chart below to compare losses from any high point for ANXG.L and AEDAX.

The current volatility for Amundi Nasdaq-100 UCITS USD (ANXG.L) is 2.78%, while Invesco EQV European Equity Fund (AEDAX) has a volatility of 3.74%. This indicates that ANXG.L experiences smaller price fluctuations and is considered to be less risky than AEDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.