iShares Gold Trust
Provider: iShares
iShares Gold Trust is an investment fund incorporated in the USA. The Fund issues shares representing fractional undivided beneficial interests in its net assets. The assets of the Trust will consist primarily of gold held by the custodian on behalf of the Trust.
| Annualised Return | 7.72% |
| Realised Volatility | 16.78% |
| Downside Volatility | 9.86% |
| Max Drawdown | -42.59% |
| Winning months | 51.85% |
| Sharpe Ratio | 0.46 |
| Sortino Ratio | 0.78 |
| Calmar Ratio | 0.18 |
| Viking Ratio | 0.4 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.38% | 0.42% | 8.69% | 3.07% | 1.59% | -0.14% | 5.39% | 2.12% | 5.12% | 4.31% | -3.07% | -1.49% | 26.83% |
| 2023 | 5.78% | -5.38% | 7.94% | 0.91% | -1.35% | -2.18% | 2.23% | -1.21% | -4.79% | 7.43% | 2.53% | 1.27% | 12.84% |
| 2022 | -1.69% | 6.11% | 1.43% | -2.14% | -3.25% | -1.61% | -2.51% | -2.96% | -2.87% | -1.74% | 8.46% | 2.95% | -0.63% |
| 2021 | -3.2% | -6.32% | -1.09% | 3.63% | 7.6% | -7.03% | 2.52% | -0.09% | -3.24% | 1.56% | -0.74% | 3.36% | -4% |
| 2020 | 4.62% | -0.66% | 0% | 6.9% | 2.61% | 2.78% | 11.01% | -0.48% | -4.16% | -0.56% | -5.25% | 6.96% | 25.03% |
| 2019 | 2.85% | -0.47% | -1.59% | -0.73% | 1.79% | 7.91% | 0.15% | 7.69% | -3.16% | 2.55% | -3.32% | 3.72% | 17.98% |
| 2018 | 3.28% | -2.01% | 0.55% | -0.86% | -1.27% | -3.53% | -2.33% | -2.04% | -0.61% | 2.1% | 0.34% | 4.95% | -1.76% |
| 2017 | 5.32% | 3.17% | -0.25% | 1.67% | -0.08% | -2.13% | 2.35% | 4.09% | -3.22% | -0.81% | 0.33% | 2.12% | 12.91% |
| 2016 | 5.38% | 11.22% | -0.92% | 5.05% | -6.09% | 8.87% | 2.04% | -3.23% | 0.71% | -2.92% | -8.36% | -1.86% | 8.31% |
| 2015 | 8.65% | -5.79% | -2.22% | -0.09% | 0.61% | -1.48% | -6.7% | 3.78% | -1.82% | 2.23% | -6.72% | -0.49% | -10.58% |
| 2014 | 3.42% | 6.29% | -3.12% | 0.48% | -3.12% | 6.36% | -3.57% | 0.32% | -6.1% | -2.99% | -0.53% | 1.33% | -2.05% |
| 2013 | -0.55% | -5.06% | 0.98% | -7.54% | -6.27% | -10.86% | 7.26% | 5.21% | -4.73% | -0.35% | -5.57% | -3.71% | -28.25% |
| 2012 | 11.49% | -2.94% | -1.27% | -0.25% | -6.28% | 2.3% | 1.03% | 4.82% | 4.81% | -2.95% | -0.48% | -2.4% | 6.89% |
| 2011 | -6.4% | 6% | 1.67% | 8.92% | -1.83% | -2.33% | 8.4% | 12.29% | -11.17% | 5.94% | 1.73% | -10.73% | 9.57% |
| 2010 | -1.26% | 3.24% | -0.39% | 5.86% | 3.01% | 2.36% | -5.01% | 5.71% | 4.75% | 3.75% | 2.11% | 2.51% | 29.46% |
| 2009 | 5.42% | 1.42% | -2.45% | -3.37% | 10.24% | -5.22% | 2.47% | -0.05% | 5.86% | 3.78% | 12.73% | -7.23% | 23.9% |
| 2008 | 10.98% | 5.31% | -5.9% | -4.61% | 1.13% | 4.3% | -1.22% | -9.04% | 4.27% | -16.25% | 12.24% | 7.87% | 5.11% |
| 2007 | 4.9% | 2.61% | -1.04% | 2.05% | -2.4% | -1.8% | 2.33% | 1.1% | 10.5% | 6.75% | -1.41% | 6.4% | 33.36% |