PortfoliosLab logoPortfoliosLab logo
JARI.DE vs. BATG.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

JARI.DE vs. BATG.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) and L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF (BATG.DE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

JARI.DE vs. BATG.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
JARI.DE
Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)
0.87%5.73%2.11%6.93%-0.15%
BATG.DE
L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF
0.00%5.88%12.80%12.76%1.17%

Returns By Period


JARI.DE

1D
-1.39%
1M
1.76%
YTD
0.87%
6M
4.69%
1Y
9.24%
3Y*
3.50%
5Y*
0.42%
10Y*

BATG.DE

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


JARI.DE vs. BATG.DE - Expense Ratio Comparison

JARI.DE has a 0.18% expense ratio, which is higher than BATG.DE's 0.16% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

JARI.DE vs. BATG.DE — Risk / Return Rank

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

JARI.DE
JARI.DE Risk / Return Rank: 3030
Overall Rank
JARI.DE Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
JARI.DE Sortino Ratio Rank: 2626
Sortino Ratio Rank
JARI.DE Omega Ratio Rank: 2323
Omega Ratio Rank
JARI.DE Calmar Ratio Rank: 4141
Calmar Ratio Rank
JARI.DE Martin Ratio Rank: 3434
Martin Ratio Rank

BATG.DE
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.

JARI.DE vs. BATG.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) and L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF (BATG.DE). 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.


JARI.DEBATG.DEDifference

Sharpe ratio

Return per unit of total volatility

0.49

Sortino ratio

Return per unit of downside risk

0.83

Omega ratio

Gain probability vs. loss probability

1.10

Calmar ratio

Return relative to maximum drawdown

1.38

Martin ratio

Return relative to average drawdown

3.97

JARI.DE vs. BATG.DE - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


JARI.DEBATG.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

Correlation

The correlation between JARI.DE and BATG.DE is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

JARI.DE vs. BATG.DE - Dividend Comparison

Neither JARI.DE nor BATG.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

JARI.DE vs. BATG.DE - Drawdown Comparison


Loading graphics...

Drawdown Indicators


JARI.DEBATG.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.16%

Max Drawdown (1Y)

Largest decline over 1 year

-10.21%

Max Drawdown (5Y)

Largest decline over 5 years

-23.16%

Current Drawdown

Current decline from peak

-7.65%

Average Drawdown

Average peak-to-trough decline

-11.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

Volatility

JARI.DE vs. BATG.DE - Volatility Comparison


Loading graphics...

Volatility by Period


JARI.DEBATG.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.36%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

Volatility (1Y)

Calculated over the trailing 1-year period

18.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.79%