The chart shows the growth of an initial investment of $10,000 in Precious Commodities, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
As of Sep 21, 2023, the Precious Commodities returned 4.57% Year-To-Date and 17.33% of annualized return in the last 10 years.
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|Aberdeen Standard Physical Palladium Shares ETF||1.16%||-12.80%||-29.62%||-42.11%||2.13%||3.57%|
|Aberdeen Standard Physical Platinum Shares ETF||1.92%||-6.02%||-13.59%||0.32%||1.21%||-3.32%|
|Aberdeen Standard Physical Silver Shares ETF||-0.04%||1.36%||-2.83%||20.70%||6.76%||0.26%|
|SPDR Gold Trust||2.01%||-2.23%||5.72%||15.66%||6.52%||2.36%|
|Returns over 1 year are annualized|
Asset Correlations Table
The Precious Commodities has a high expense ratio of 0.38%, indicating higher-than-average management fees. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the Precious Commodities. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Precious Commodities is 57.75%, recorded on Oct 20, 2011. It took 517 trading sessions for the portfolio to recover.
|-57.75%||Jun 10, 2011||133||Oct 20, 2011||517||Mar 20, 2013||650|
|-49.36%||Dec 5, 2013||630||Aug 26, 2015||632||May 19, 2017||1262|
|-38.01%||Apr 11, 2013||86||Jul 5, 2013||130||Nov 12, 2013||216|
|-34.98%||Feb 24, 2020||24||Mar 18, 2020||126||Jul 22, 2020||150|
|-34.94%||Dec 17, 2017||242||Aug 15, 2018||315||Jun 26, 2019||557|
The current Precious Commodities volatility is 2.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.