RACE.MI vs. ANXU.L
Compare and contrast key facts about Ferrari NV (RACE.MI) and Amundi Nasdaq-100 UCITS USD (ANXU.L).
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: RACE.MI or ANXU.L.
Key characteristics
| RACE.MI | ANXU.L | |
|---|---|---|
| YTD Return | 35.75% | 15.20% |
| 1Y Return | 47.18% | 29.05% |
| 3Y Return (Ann) | 31.11% | 8.77% |
| 5Y Return (Ann) | 24.86% | 20.45% |
| Sharpe Ratio | 2.25 | 1.70 |
| Daily Std Dev | 23.28% | 16.93% |
| Max Drawdown | -37.22% | -35.13% |
| Current Drawdown | -7.94% | -5.48% |
Correlation
The correlation between RACE.MI and ANXU.L 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
RACE.MI vs. ANXU.L - Performance Comparison
In the year-to-date period, RACE.MI achieves a 35.75% return, which is significantly higher than ANXU.L's 15.20% 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
RACE.MI vs. ANXU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferrari NV (RACE.MI) 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.
Dividends
RACE.MI vs. ANXU.L - Dividend Comparison
RACE.MI's dividend yield for the trailing twelve months is around 0.59%, while ANXU.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
RACE.MI Ferrari NV | 0.59% | 0.59% | 0.68% | 0.38% | 0.60% | 0.70% | 0.82% | 0.73% | 0.83% |
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% |
Drawdowns
RACE.MI vs. ANXU.L - Drawdown Comparison
The maximum RACE.MI drawdown since its inception was -37.22%, 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 RACE.MI and ANXU.L. For additional features, visit the drawdowns tool.
Volatility
RACE.MI vs. ANXU.L - Volatility Comparison
Ferrari NV (RACE.MI) and Amundi Nasdaq-100 UCITS USD (ANXU.L) have volatilities of 5.46% and 5.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.