SPDR® Gold MiniShares®
Provider: SPDR
| Grade |
A
85.6 of 100
Best fund for its exposure
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 2 of 9
Past performance against ETFs with the same exposure, 3 and 5 years. Past performance does not predict future returns.
|
| Annualised Return | 14.44% |
| Realised Volatility | 16.15% |
| Downside Volatility | 9.17% |
| Max Drawdown | -26.22% |
| Winning months | 55.88% |
| Sharpe Ratio | 0.89 |
| Sortino Ratio | 1.57 |
| Calmar Ratio | 0.55 |
| Viking Ratio | 0.38 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.46% | 8.47% | -10.99% | -1.42% | -1.58% | -11.69% | 0.91% | 9.95% | -6.73% | -6.51% | 2.58% | -7.68% | |
| 2025 | 6.71% | 1.91% | 9.46% | 5.45% | -0.03% | 0.43% | -0.56% | 4.99% | 11.77% | 3.58% | 5.39% | 2.29% | 64.2% |
| 2024 | -1.39% | 0.5% | 8.66% | 3.06% | 1.61% | -0.09% | 5.38% | 2.1% | 5.12% | 4.34% | -3.11% | -1.35% | 27.08% |
| 2023 | 5.78% | -5.33% | 7.92% | 0.97% | -1.37% | -2.21% | 2.34% | -1.28% | -4.73% | 7.39% | 2.57% | 1.31% | 13.04% |
| 2022 | -1.65% | 6.15% | 1.34% | -2.08% | -3.21% | -1.59% | -2.48% | -2.92% | -2.91% | -1.73% | 8.42% | 2.99% | -0.47% |
| 2021 | -3.17% | -6.27% | -1.11% | 3.53% | 7.56% | -6.97% | 2.44% | 0.11% | -3.32% | 1.55% | -0.68% | 3.24% | -4.01% |
| 2020 | 4.56% | -0.57% | -0.13% | 7.12% | 2.55% | 2.84% | 10.87% | -0.41% | -4.13% | -0.48% | -5.4% | 7.01% | 25.1% |
| 2019 | 2.85% | -0.49% | -1.6% | -0.7% | 1.72% | 8.05% | 0.06% | 7.81% | -3.29% | 2.65% | -3.18% | 3.63% | 18.1% |
| 2018 | 0.04% | -2.2% | -2.04% | -0.75% | 2.1% | 0.49% | 4.91% | 2.4% |