CI2G.L vs. AIE.L
Compare and contrast key facts about Amundi MSCI India UCITS ETF USD (CI2G.L) and Ashoka India Equity Investment Trust plc (AIE.L).
CI2G.L is a passively managed fund by Amundi that tracks the performance of the MSCI India NR 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: CI2G.L or AIE.L.
Key characteristics
| CI2G.L | AIE.L | |
|---|---|---|
| YTD Return | 11.23% | 11.11% |
| 1Y Return | 21.67% | 17.90% |
| 3Y Return (Ann) | 7.73% | 10.55% |
| 5Y Return (Ann) | 11.61% | 19.46% |
| Sharpe Ratio | 1.45 | 1.01 |
| Sortino Ratio | 1.93 | 1.39 |
| Omega Ratio | 1.29 | 1.20 |
| Calmar Ratio | 2.80 | 1.94 |
| Martin Ratio | 10.04 | 5.77 |
| Ulcer Index | 2.12% | 3.10% |
| Daily Std Dev | 14.66% | 17.70% |
| Max Drawdown | -37.13% | -41.42% |
| Current Drawdown | -7.61% | -7.85% |
Correlation
The correlation between CI2G.L and AIE.L is 0.48, 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
CI2G.L vs. AIE.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with CI2G.L having a 11.23% return and AIE.L slightly lower at 11.11%. 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
CI2G.L vs. AIE.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI India UCITS ETF USD (CI2G.L) and Ashoka India Equity Investment Trust plc (AIE.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
CI2G.L vs. AIE.L - Dividend Comparison
Neither CI2G.L nor AIE.L has paid dividends to shareholders.
Drawdowns
CI2G.L vs. AIE.L - Drawdown Comparison
The maximum CI2G.L drawdown since its inception was -37.13%, smaller than the maximum AIE.L drawdown of -41.42%. Use the drawdown chart below to compare losses from any high point for CI2G.L and AIE.L. For additional features, visit the drawdowns tool.
Volatility
CI2G.L vs. AIE.L - Volatility Comparison
The current volatility for Amundi MSCI India UCITS ETF USD (CI2G.L) is 3.49%, while Ashoka India Equity Investment Trust plc (AIE.L) has a volatility of 4.57%. This indicates that CI2G.L experiences smaller price fluctuations and is considered to be less risky than AIE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.