ETF Comparison: NK4G vs TIGA
ETF 說明
NK4G - Amundi MSCI India II UCITS ETF USD Acc
The Amundi MSCI India II UCITS ETF USD Acc is an equity exchange-traded fund that tracks the MSCI India index, providing investors with exposure to the leading Indian stocks. The fund has a total expense ratio of 0.85% and uses a synthetic replication method with a swap. The ETF distributes dividends by accumulating and reinvesting them, and has approximately 314 million USD in assets under management.
TIGA - L&G India INR Government Bond UCITS ETF USD Acc
The L&G India INR Government Bond UCITS ETF USD Acc is an exchange-traded fund that tracks the J.P. Morgan India Government Fully Accessible Route (FAR) Bonds index, providing investors with exposure to fixed-rate Indian government bonds. The fund has a total expense ratio of 0.39% and uses a full replication strategy to track the underlying index. The ETF is denominated in USD and has a accumulating distribution policy.
比較表
| NK4G | TIGA | |
|---|---|---|
| 基金名稱 | Amundi MSCI India II UCITS ETF USD Acc | L&G India INR Government Bond UCITS ETF USD Acc |
| Fund Provider | Amundi | Legal & General |
| Index | MSCI India | J.P. Morgan India Government Fully Accessible Route (FAR) Bonds |
| Asset Class | Equity | Bonds |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.85% | 0.39% |
| Inception Date | 2006-12-12 | 2023-09-21 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Region | India | India |
| Leveraged | Non-leveraged | Non-leveraged |
回測選項
摘要
關鍵指標
績效指標
風險指標
詳細報酬
績效分析
績效分析透過累積報酬、年底（EoY）報酬及 Sharpe 比率、Sortino 比率等風險調整指標，評估歷史資料以衡量投資策略報酬。這有助於投資人在不同市場條件下評估絕對和相對績效。
累積報酬
年底報酬表
年底報酬
風險分析
風險分析是指對可能導致資本損失的潛在負面事件進行評估。進行風險分析有助於決定是否應進行投資。這是透過回撤、波動率和 Beta 等風險指標來完成的，這些指標反映了利益相關者對投資策略一致性的信心。
回撤
回撤表
Monte Carlo 模擬
Monte Carlo 模擬是一種統計方法，透過從歷史資產價格資料中隨機抽樣產生大量潛在結果，用以預測投資組合報酬。它協助投資人評估各種市場條件下投資組合的潛在風險和報酬。模擬考慮初始投資，並可選擇性地模擬現金流情境，如固定投入、固定提款或比例提款。
重要提示：透過 Monte Carlo 模擬產生的預測純屬假設性質，不保證未來報酬。投資決策應考量多種因素，過去表現不代表未來結果。