iShares® Gold Trust Micro
Provider: iShares
| Grade |
B
72.2 of 100
Best fund for this exposure: GLDM SPDR® Gold MiniShares®
Grade A to E: how well this fund holds its exposure, from cost, liquidity, price-to-NAV gap, size, fit and age.
|
| Exposure |
Gold
(9 funds)
Tax-loss partner: IAUM iShares® Gold Trust Micro
(usually a different index: check before using)
|
| Past performance |
3 years
rank 1 of 9
5 years
rank 1 of 9
Past performance against ETFs with the same exposure, 3 and 5 years. Past performance does not predict future returns.
|
| Annualised Return | 15.57% |
| Realised Volatility | 17.03% |
| Downside Volatility | 10.19% |
| Max Drawdown | -26.24% |
| Winning months | 58.46% |
| Sharpe Ratio | 0.91 |
| Sortino Ratio | 1.53 |
| Calmar Ratio | 0.59 |
| Viking Ratio | 0.38 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.77% | 8.23% | -11% | -1.54% | -1.5% | -11.66% | 0.9% | 9.96% | -6.69% | -6.57% | 2.61% | -7.63% | |
| 2025 | 6.84% | 1.9% | 9.41% | 5.42% | -0.06% | 0.46% | -0.55% | 4.97% | 11.79% | 3.61% | 5.36% | 2.28% | 64.27% |
| 2024 | -1.46% | 0.49% | 8.68% | 3.07% | 1.66% | -0.13% | 5.34% | 2.13% | 5.17% | 4.38% | -3.1% | -1.43% | 27.04% |
| 2023 | 5.77% | -5.35% | 8.01% | 0.91% | -1.31% | -2.19% | 2.24% | -1.17% | -4.8% | 7.37% | 2.62% | 1.33% | 13.12% |
| 2022 | -1.75% | 6.15% | 1.44% | -2.07% | -3.27% | -1.53% | -2.6% | -2.84% | -2.93% | -1.75% | 8.34% | 3.11% | -0.49% |
| 2021 | 2.16% | 0.04% | -3.25% | 1.51% | -0.6% | 3.31% | 3.08% |