AZN.L vs. ANXG.L

Last updated Jun 5, 2026

AZN.L (AstraZeneca plc) is a stock, while ANXG.L (Amundi Nasdaq-100 UCITS USD) is Nasdaq-100 fund tracking the NASDAQ-100 Index. Over the past 10 years, AZN.L returned 16.08%/yr vs 22.61%/yr for ANXG.L. At a 0.26 correlation, their price movements are largely independent.

Performance

AZN.L vs. ANXG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in AstraZeneca plc (AZN.L) and Amundi Nasdaq-100 UCITS USD (ANXG.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AZN.L achieves a -0.69% return, which is significantly lower than ANXG.L's 19.88% return. Over the past 10 years, AZN.L has underperformed ANXG.L with an annualized return of 16.08%, while ANXG.L has yielded a comparatively higher 22.61% annualized return.

AZN.L

• 1D: 2.60%
• 1M: -0.09%
• YTD: -0.69%
• 6M: 0.75%
• 1Y: 28.88%
• 3Y*: 6.86%
• 5Y*: 13.33%
• 10Y*: 16.08%

ANXG.L

• 1D: -0.64%
• 1M: 8.17%
• YTD: 19.88%
• 6M: 17.66%
• 1Y: 41.02%
• 3Y*: 24.84%
• 5Y*: 19.03%
• 10Y*: 22.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AZN.L vs. ANXG.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AZN.L AstraZeneca plc	-0.69%	34.59%	0.92%	-3.53%	32.32%	21.78%	-0.99%	33.98%	19.31%	21.08%
ANXG.L Amundi Nasdaq-100 UCITS USD	19.88%	11.70%	28.70%	48.00%	-25.42%	29.85%	43.37%	34.20%	4.47%	20.19%

Correlation

The correlation between AZN.L and ANXG.L is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.08
Correlation (5Y) Calculated over the trailing 5-year period	0.12
Correlation (10Y) Calculated over the trailing 10-year period	0.25
Correlation (All Time) Calculated using the full available price history since Feb 24, 2016	0.26

The correlation between AZN.L and ANXG.L shifts across timeframes, from -0.02 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.

Return for Risk

AZN.L vs. ANXG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AZN.L

AZN.L Risk / Return Rank: 74
AZN.L Sharpe Ratio Rank: 75
AZN.L Sortino Ratio Rank: 75
AZN.L Omega Ratio Rank: 70
AZN.L Calmar Ratio Rank: 73
AZN.L Martin Ratio Rank: 75

ANXG.L

ANXG.L Risk / Return Rank: 78
ANXG.L Sharpe Ratio Rank: 87
ANXG.L Sortino Ratio Rank: 83
ANXG.L Omega Ratio Rank: 82
ANXG.L Calmar Ratio Rank: 75
ANXG.L Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AZN.L vs. ANXG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AstraZeneca plc (AZN.L) and Amundi Nasdaq-100 UCITS USD (ANXG.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.

	AZN.L	ANXG.L	Difference
Sharpe ratio: Return per unit of total volatility	1.14	2.85	-1.71
Sortino ratio: Return per unit of downside risk	1.98	3.67	-1.69
Omega ratio: Gain probability vs. loss probability	1.22	1.48	-0.26
Calmar ratio: Return relative to maximum drawdown	1.86	3.75	-1.88
Martin ratio: Return relative to average drawdown	4.85	10.95	-6.10
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AZN.L vs. ANXG.L - Sharpe Ratio Comparison

The current AZN.L Sharpe Ratio is 1.14, which is lower than the ANXG.L Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of AZN.L and ANXG.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AZN.L	ANXG.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.14	2.85	-1.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.56	0.99	-0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.66	1.17	-0.51
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	1.18	-0.65

Drawdowns

AZN.L vs. ANXG.L - Drawdown Comparison

The maximum AZN.L drawdown since its inception was -49.99%, which is greater than ANXG.L's maximum drawdown of -27.69%. Use the drawdown chart below to compare losses from any high point for AZN.L and ANXG.L.

Drawdown Indicators

	AZN.L	ANXG.L	Difference
Max Drawdown Largest peak-to-trough decline	-49.99%	-27.69%	-22.30%
Max Drawdown (1Y) Largest decline over 1 year	-15.00%	-11.12%	-3.88%
Max Drawdown (3Y) Largest decline over 3 years	-26.75%	-24.54%	-2.21%
Max Drawdown (5Y) Largest decline over 5 years	-26.75%	-27.69%	+0.94%
Max Drawdown (10Y) Largest decline over 10 years	-26.75%	-27.69%	+0.94%
Current Drawdown Current decline from peak	-12.79%	-0.64%	-12.15%
Average Drawdown Average peak-to-trough decline	-11.69%	-5.35%	-6.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.77%	3.81%	+1.96%

Volatility

AZN.L vs. ANXG.L - Volatility Comparison

AstraZeneca plc (AZN.L) has a higher volatility of 6.10% compared to Amundi Nasdaq-100 UCITS USD (ANXG.L) at 4.14%. This indicates that AZN.L's price experiences larger fluctuations and is considered to be riskier than ANXG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AZN.L	ANXG.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.10%	4.14%	+1.96%
Volatility (6M) Calculated over the trailing 6-month period	16.92%	10.39%	+6.53%
Volatility (1Y) Calculated over the trailing 1-year period	24.50%	14.62%	+9.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.76%	19.12%	+4.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.32%	19.31%	+5.01%

Dividends

AZN.L vs. ANXG.L - Dividend Comparison

AZN.L's dividend yield for the trailing twelve months is around 1.74%, while ANXG.L has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
AZN.L AstraZeneca plc	1.74%	1.77%	2.23%	2.21%	1.98%	2.33%	2.95%	2.87%	3.44%	4.28%	4.50%	3.95%

Frequently Asked Questions

Can I hold both AZN.L and ANXG.L in my portfolio?

AZN.L and ANXG.L have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.