Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
GDX VanEck Gold Miners ETF | Gold, Precious Metals | 10% |
XGD.TO iShares S&P/TSX Global Gold Index ETF | Precious Metals | 10% |
NEM Newmont Corporation | Basic Materials | 10% |
AEM Agnico Eagle Mines Limited | Basic Materials | 10% |
GORO Gold Resource Corporation | Basic Materials | 10% |
DRD DRDGOLD Limited | Basic Materials | 10% |
SAND | 10% | |
AU AngloGold Ashanti Limited | Basic Materials | 10% |
KGC Kinross Gold Corporation | Basic Materials | 10% |
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund | Commodities, Gold | 10% |
Find the right asset allocation for 025золото4+
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerPerformance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in 025золото4+, 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 Every 3 months.
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Returns By Period
Click Calculate to get resultsMonthly Returns
Click Calculate to get resultsExpense Ratio
025золото4+ has an expense ratio of 0.16%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Return for Risk
Risk / Return Rank
025золото4+ ranks 20 for risk / return — below 20% of Portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
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Dividends
Dividend yield
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 025золото4+. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The portfolio has not yet recovered.
The current 025золото4+ drawdown is 29.32%.
Click Calculate to get resultsVolatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
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Not enough data to calculate this metric.
Diversification Ratio
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Not enough data to calculate this metric.