Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAUF (iShares Gold Strategy) | NA | -65,875.33% | nan% | nan% | NA | NA | NA | … | … |
Data as of 08/15/2024, Common starting date is 06/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAUF (iShares Gold Strategy) | 06/08/2018 | 08/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -52,597.32 | -65,875.33 | nan | nan | NA | NA | NA | … | … | -60,999.21 | 12.48 | -1.05 | -4.90 | 20.92 | 18.15 | -1.60 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.61 | -0.15 | -0.34 | 0.98 | 1.42 | -0.46 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 13.54 | 15.91 | 14.44 | 20.91 | 11.76 | 9.21 |
| Draw Down(%) | NA | 51,085.39 | 51,085.39 | 51,085.39 | NA | NA | NA | … | … | 51,085.39 | 11.53 | 21.31 | 14.17 | 14.75 | 6.73 | 9.18 |
| Yield(%) | 0.00 | 12.57 | 4.66 | 6.00 | 3.54 | 2.36 | 1.77 | … | … | 116.91 | 12.98 | 0.88 | 0.00 | 8.51 | 10.75 | 0.75 |
Data as of 08/15/2024, Common starting date is 06/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUF (iShares Gold Strategy) |
-1.65%
Sep 2020 – Sep 2023 |
7.68%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUF (iShares Gold Strategy) |
12.76%
Aug 2018 – Aug 2021 |
10.90%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart