PortfoliosLab logoPortfoliosLab logo
NVO vs. ANXU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NVO vs. ANXU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Novo Nordisk A/S (NVO) and Amundi Nasdaq-100 UCITS USD (ANXU.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, NVO achieves a -10.74% return, which is significantly lower than ANXU.L's 16.81% return. Over the past 10 years, NVO has underperformed ANXU.L with an annualized return of 7.56%, while ANXU.L has yielded a comparatively higher 21.68% annualized return.


NVO

1D
-0.18%
1M
-4.19%
YTD
-10.74%
6M
-9.50%
1Y
-42.47%
3Y*
-15.59%
5Y*
2.92%
10Y*
7.56%

ANXU.L

1D
3.02%
1M
0.06%
YTD
16.81%
6M
18.06%
1Y
36.71%
3Y*
26.40%
5Y*
16.87%
10Y*
21.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NVO vs. ANXU.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NVO
Novo Nordisk A/S
-10.74%-39.22%-15.93%54.84%22.66%63.52%23.33%28.70%-12.98%52.92%
ANXU.L
Amundi Nasdaq-100 UCITS USD
16.81%19.86%26.74%56.50%-33.24%27.99%48.47%39.48%-1.06%32.58%

Correlation

The correlation between NVO and ANXU.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2010

0.29

The correlation between NVO and ANXU.L shifts across timeframes, from 0.14 (3 years) to 0.29 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

NVO vs. ANXU.L — Risk / Return Rank

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

NVO
NVO Risk / Return Rank: 1212
Overall Rank
NVO Sharpe Ratio Rank: 99
Sharpe Ratio Rank
NVO Sortino Ratio Rank: 1212
Sortino Ratio Rank
NVO Omega Ratio Rank: 1010
Omega Ratio Rank
NVO Calmar Ratio Rank: 1212
Calmar Ratio Rank
NVO Martin Ratio Rank: 1616
Martin Ratio Rank

ANXU.L
ANXU.L Risk / Return Rank: 7474
Overall Rank
ANXU.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
ANXU.L Sortino Ratio Rank: 7878
Sortino Ratio Rank
ANXU.L Omega Ratio Rank: 7373
Omega Ratio Rank
ANXU.L Calmar Ratio Rank: 7373
Calmar Ratio Rank
ANXU.L Martin Ratio Rank: 7070
Martin Ratio Rank
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.

NVO vs. ANXU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Novo Nordisk A/S (NVO) and Amundi Nasdaq-100 UCITS USD (ANXU.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NVOANXU.LDifference
Sharpe ratioReturn per unit of total volatility

-3.00

Sortino ratioReturn per unit of downside risk

-4.06

Omega ratioGain probability vs. loss probability

0.85

1.37

-0.52

Calmar ratioReturn relative to maximum drawdown

-0.80

3.25

-4.05

Martin ratioReturn relative to average drawdown

-1.18

11.32

-12.50

NVO vs. ANXU.L - Sharpe Ratio Comparison

The current NVO Sharpe Ratio is -0.84, which is lower than the ANXU.L Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of NVO and ANXU.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.


Loading charts...

Drawdowns

NVO vs. ANXU.L - Drawdown Comparison

The maximum NVO drawdown since its inception was -74.70%, which is greater than ANXU.L's maximum drawdown of -35.13%. Use the drawdown chart below to compare losses from any high point for NVO and ANXU.L.


Loading charts...

Drawdown Indicators


NVOANXU.LDifference

Max Drawdown

Largest peak-to-trough decline

-74.70%

-35.13%

-39.57%

Max Drawdown (1Y)

Largest decline over 1 year

-54.34%

-11.01%

-43.33%

Max Drawdown (3Y)

Largest decline over 3 years

-74.70%

-22.45%

-52.25%

Max Drawdown (5Y)

Largest decline over 5 years

-74.70%

-35.13%

-39.57%

Max Drawdown (10Y)

Largest decline over 10 years

-74.70%

-35.13%

-39.57%

Current Drawdown

Current decline from peak

-68.11%

-3.14%

-64.97%

Average Drawdown

Average peak-to-trough decline

-17.79%

-5.05%

-12.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

37.62%

3.16%

+34.46%

Volatility

NVO vs. ANXU.L - Volatility Comparison

Novo Nordisk A/S (NVO) has a higher volatility of 10.68% compared to Amundi Nasdaq-100 UCITS USD (ANXU.L) at 6.29%. This indicates that NVO's price experiences larger fluctuations and is considered to be riskier than ANXU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


NVOANXU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.68%

6.29%

+4.39%

Volatility (6M)

Calculated over the trailing 6-month period

38.04%

12.80%

+25.24%

Volatility (1Y)

Calculated over the trailing 1-year period

51.88%

16.52%

+35.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.33%

20.84%

+17.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.56%

20.12%

+12.44%

Dividends

NVO vs. ANXU.L - Dividend Comparison

NVO's dividend yield for the trailing twelve months is around 4.11%, while ANXU.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%
NVO
Novo Nordisk A/S
4.11%3.31%1.68%1.00%1.20%1.35%1.87%2.14%1.45%1.52%2.87%0.92%

Frequently Asked Questions


NVO and ANXU.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for NVO and ANXU.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer