ANXG.L vs. JUP.L

In the year-to-date period, ANXG.L achieves a -1.65% return, which is significantly lower than JUP.L's 22.97% return.

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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.

The current ANXG.L Sharpe Ratio is 0.26, which is lower than the JUP.L Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of ANXG.L and JUP.L, 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 JUP.L is 0.35, 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.

ANXG.L has not paid dividends to shareholders, while JUP.L's dividend yield for the trailing twelve months is around 5.22%.

The maximum ANXG.L drawdown since its inception was -27.69%, smaller than the maximum JUP.L drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for ANXG.L and JUP.L.

The current volatility for Amundi Nasdaq-100 UCITS USD (ANXG.L) is 2.97%, while Jupiter Fund Management plc (JUP.L) has a volatility of 6.24%. 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.