ANXG.L vs. JUP.L
Compare and contrast key facts about Amundi Nasdaq-100 UCITS USD (ANXG.L) and Jupiter Fund Management plc (JUP.L).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANXG.L or JUP.L.
Key characteristics
| ANXG.L | JUP.L | |
|---|---|---|
| YTD Return | 10.40% | -7.44% |
| 1Y Return | 32.52% | -24.14% |
| 3Y Return (Ann) | 16.44% | -27.00% |
| 5Y Return (Ann) | 20.41% | -19.70% |
| Sharpe Ratio | 2.11 | -0.56 |
| Daily Std Dev | 15.67% | 42.09% |
| Max Drawdown | -27.69% | -81.45% |
| Current Drawdown | -0.72% | -78.18% |
Correlation
The correlation between ANXG.L and JUP.L is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ANXG.L vs. JUP.L - Performance Comparison
In the year-to-date period, ANXG.L achieves a 10.40% return, which is significantly higher than JUP.L's -7.44% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ANXG.L vs. JUP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXG.L) and Jupiter Fund Management plc (JUP.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
ANXG.L vs. JUP.L - Dividend Comparison
ANXG.L has not paid dividends to shareholders, while JUP.L's dividend yield for the trailing twelve months is around 0.12%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
JUP.L Jupiter Fund Management plc | 0.12% | 0.07% | 0.13% | 0.08% | 0.06% | 0.07% | 0.11% | 0.05% | 0.06% | 0.03% | 0.04% | 0.03% |
Drawdowns
ANXG.L vs. JUP.L - Drawdown Comparison
The maximum ANXG.L drawdown since its inception was -27.69%, smaller than the maximum JUP.L drawdown of -81.45%. Use the drawdown chart below to compare losses from any high point for ANXG.L and JUP.L. For additional features, visit the drawdowns tool.
Volatility
ANXG.L vs. JUP.L - Volatility Comparison
The current volatility for Amundi Nasdaq-100 UCITS USD (ANXG.L) is 6.19%, while Jupiter Fund Management plc (JUP.L) has a volatility of 10.80%. This indicates that ANXG.L experiences smaller price fluctuations and is considered to be less risky than JUP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.