Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGOL (abrdn Physical Gold Shares ETF) -5.36% 22.46% 27.54% 16.36% 12.09% 6.46% NA
Data as of 06/10/2026, Common starting date is 09/09/2009
More Performance Analytics Comparison
Name Start Date End Date
SGOL (abrdn Physical Gold Shares ETF) 09/09/2009 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -8.09 22.46 27.54 16.36 12.09 6.46 NA -5.36 72.42 26.90 12.99 -0.51 -3.94 25.03 18.19 -1.90 12.79 8.02 -10.70 -2.11 -28.33 6.65 9.55 29.25 10.51
Sharpe Ratio NA 0.96 1.33 0.84 0.71 NA NA -0.07 3.69 1.55 0.71 -0.13 -0.29 1.26 1.42 -0.32 1.24 0.49 -0.77 -0.14 -1.31 0.44 0.46 1.77 1.96
Standard Deviation(%) NA 26.87 19.99 18.02 16.00 NA NA 34.62 19.24 14.98 13.36 15.25 13.61 19.60 11.73 10.27 9.83 16.08 13.96 14.81 21.72 15.17 20.49 16.52 19.16
Draw Down(%) NA 20.02 20.02 20.92 21.56 NA NA 20.02 10.06 8.11 11.31 20.92 13.77 13.95 6.54 13.70 8.03 17.73 19.73 17.46 29.84 13.85 18.55 7.74 10.95
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 09/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGOL (abrdn Physical Gold Shares ETF) -15.00%
Nov 2012 – Nov 2015
-8.03%
Nov 2011 – Nov 2016
-0.96%
Sep 2012 – Sep 2022
5.25%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGOL (abrdn Physical Gold Shares ETF) 42.05%
Feb 2023 – Feb 2026
24.74%
Feb 2021 – Feb 2026
15.54%
Jan 2016 – Jan 2026
8.86%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return