Correlation
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 vs. AEDAX
Compare and contrast key facts about Amundi Nasdaq-100 UCITS USD (ANXG.L) and Invesco EQV European Equity Fund (AEDAX).
ANXG.L is a passively managed fund by Amundi that tracks the performance of the NASDAQ-100 Index. It was launched on Apr 18, 2018. AEDAX is managed by Invesco. It was launched on Nov 2, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANXG.L or AEDAX.
Performance
ANXG.L vs. AEDAX - Performance Comparison
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Key characteristics
ANXG.L:
0.38
AEDAX:
-0.13
ANXG.L:
0.73
AEDAX:
-0.03
ANXG.L:
1.10
AEDAX:
1.00
ANXG.L:
0.38
AEDAX:
-0.06
ANXG.L:
1.07
AEDAX:
-0.21
ANXG.L:
8.76%
AEDAX:
9.33%
ANXG.L:
21.51%
AEDAX:
17.60%
ANXG.L:
-27.69%
AEDAX:
-65.78%
ANXG.L:
-10.40%
AEDAX:
-18.58%
Returns By Period
In the year-to-date period, ANXG.L achieves a -6.20% return, which is significantly lower than AEDAX's 12.98% return.
ANXG.L
-6.20%
9.66%
-3.03%
8.16%
17.06%
16.43%
N/A
AEDAX
12.98%
4.44%
3.83%
-0.55%
3.88%
3.06%
1.01%
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ANXG.L vs. AEDAX - Expense Ratio Comparison
ANXG.L has a 0.13% expense ratio, which is lower than AEDAX's 1.37% expense ratio.
Risk-Adjusted Performance
ANXG.L vs. AEDAX — Risk-Adjusted Performance Rank
ANXG.L
AEDAX
ANXG.L vs. AEDAX - Risk-Adjusted Performance Comparison
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.
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Dividends
ANXG.L vs. AEDAX - Dividend Comparison
ANXG.L has not paid dividends to shareholders, while AEDAX's dividend yield for the trailing twelve months is around 9.32%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ANXG.L Amundi Nasdaq-100 UCITS USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AEDAX Invesco EQV European Equity Fund | 9.32% | 10.53% | 2.58% | 7.48% | 9.40% | 1.30% | 2.53% | 1.43% | 1.86% | 1.59% | 4.78% | 6.48% |
Drawdowns
ANXG.L vs. AEDAX - Drawdown Comparison
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.
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Volatility
ANXG.L vs. AEDAX - Volatility Comparison
Amundi Nasdaq-100 UCITS USD (ANXG.L) has a higher volatility of 6.86% compared to Invesco EQV European Equity Fund (AEDAX) at 3.41%. This indicates that ANXG.L's price experiences larger fluctuations and is considered to be riskier than AEDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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