ANXU.L vs. RACE.MI
Compare and contrast key facts about Amundi Nasdaq-100 UCITS USD (ANXU.L) and Ferrari NV (RACE.MI).
ANXU.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 Growth TR USD. 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: ANXU.L or RACE.MI.
Key characteristics
| ANXU.L | RACE.MI | |
|---|---|---|
| YTD Return | 15.90% | 40.27% |
| 1Y Return | 26.90% | 51.81% |
| 3Y Return (Ann) | 8.75% | 31.74% |
| 5Y Return (Ann) | 20.49% | 25.60% |
| Sharpe Ratio | 1.70 | 2.28 |
| Daily Std Dev | 16.96% | 23.19% |
| Max Drawdown | -35.13% | -37.22% |
| Current Drawdown | -4.90% | -4.87% |
Correlation
The correlation between ANXU.L and RACE.MI is 0.53, 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
ANXU.L vs. RACE.MI - Performance Comparison
In the year-to-date period, ANXU.L achieves a 15.90% return, which is significantly lower than RACE.MI's 40.27% 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
ANXU.L vs. RACE.MI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Nasdaq-100 UCITS USD (ANXU.L) and Ferrari NV (RACE.MI). 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
ANXU.L vs. RACE.MI - Dividend Comparison
ANXU.L has not paid dividends to shareholders, while RACE.MI's dividend yield for the trailing twelve months is around 0.57%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
ANXU.L Amundi Nasdaq-100 UCITS USD | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RACE.MI Ferrari NV | 0.57% | 0.59% | 0.68% | 0.38% | 0.60% | 0.70% | 0.82% | 0.73% | 0.83% |
Drawdowns
ANXU.L vs. RACE.MI - Drawdown Comparison
The maximum ANXU.L drawdown since its inception was -35.13%, smaller than the maximum RACE.MI drawdown of -37.22%. Use the drawdown chart below to compare losses from any high point for ANXU.L and RACE.MI. For additional features, visit the drawdowns tool.
Volatility
ANXU.L vs. RACE.MI - Volatility Comparison
The current volatility for Amundi Nasdaq-100 UCITS USD (ANXU.L) is 5.60%, while Ferrari NV (RACE.MI) has a volatility of 5.90%. This indicates that ANXU.L experiences smaller price fluctuations and is considered to be less risky than RACE.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.