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IAU: iShares Gold Trust (ETF)
Basic Info 81.22 3.06(3.63%) June 05
| Asset Class: | Commodities Precious Metals |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 01/28/2005 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.25% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/28/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.0 | 0.1 | 28.3 | 29.8 | 17.6 | 13.0 | 6.8 | 9.7 | 11.1 | 63.9 | 26.9 | 12.8 | -0.6 | -4.0 | 25.0 | 18.0 | -1.8 | 12.9 | 8.3 | -10.6 | -2.1 | -28.3 | 6.9 | 9.6 | 29.5 | 23.9 | 5.1 | 30.4 | 22.3 | 21.2 |
| Sharpe Ratio | NA | -0.07 | 0.95 | 1.32 | 0.84 | 0.71 | NA | NA | 0.54 | 3.68 | 1.55 | 0.69 | -0.13 | -0.29 | 1.27 | 1.42 | -0.32 | 1.23 | 0.5 | -0.75 | -0.14 | -1.3 | 0.45 | 0.46 | 1.77 | 1.15 | 0.12 | 1.57 | 0.78 | 1.65 |
| Draw Down(%) | NA | 20.0 | 20.0 | 20.0 | 20.9 | 21.8 | NA | NA | 45.1 | 10.0 | 8.1 | 11.3 | 20.9 | 13.8 | 14.0 | 6.6 | 13.7 | 7.9 | 17.6 | 19.6 | 17.5 | 29.8 | 13.9 | 18.5 | 7.9 | 12.9 | 29.2 | 7.6 | 22.0 | 6.8 |
| Standard Deviation(%) | NA | 34.8 | 27.0 | 20.1 | 18.1 | 16.0 | NA | NA | 18.2 | 19.3 | 15.0 | 13.4 | 15.3 | 13.7 | 19.4 | 11.6 | 9.8 | 10.0 | 16.3 | 14.1 | 14.9 | 21.8 | 15.2 | 20.5 | 16.6 | 20.7 | 33.0 | 17.4 | 24.2 | 12.6 |
| Treynor Ratio | NA | -0.03 | 0.33 | 0.33 | 0.18 | 0.14 | NA | NA | 0.12 | 0.79 | 0.28 | 0.1 | -0.02 | -0.05 | 0.35 | 0.18 | -0.04 | 0.14 | 0.09 | -0.12 | -0.02 | -0.31 | 0.08 | 0.12 | 0.33 | 0.27 | 0.05 | 0.31 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | 0.03 | 0.01 | NA | NA |
| Beta | NA | 0.77 | 0.78 | 0.81 | 0.83 | 0.81 | NA | NA | 0.85 | 0.89 | 0.84 | 0.9 | 0.84 | 0.83 | 0.71 | 0.9 | 0.85 | 0.87 | 0.92 | 0.88 | 0.89 | 0.9 | 0.88 | 0.78 | 0.88 | 0.87 | 0.88 | 0.89 | NA | NA |
| RSquared | NA | 0.94 | 0.93 | 0.93 | 0.93 | 0.91 | NA | NA | 0.84 | 0.92 | 0.94 | 0.93 | 0.96 | 0.92 | 0.83 | 0.95 | 0.93 | 0.93 | 0.95 | 0.94 | 0.96 | 0.98 | 0.96 | 0.91 | 0.95 | 0.95 | 0.94 | 0.92 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2005
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