The Best Gold Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Gold mutual funds.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.75%
- Avg. Yield
- 19.53%
- Avg. 1 Year Return
- 38.84%
- Median Risk/Return Score
- 18 / 100
The Best Gold Mutual Funds
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sprott Physical Uranium Trust Fund | Gold, Precious Metals | Jul 19, 2021 | 0.60% | 1.34% | 20.22% | 0.00% | 9 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Gold Mutual funds by Risk/Return Score
The top Gold Mutual funds by PortfoliosLab Risk/Return Score are FIJDX (24) and USG (14).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Gold Fund Class Z | 24 | — | Dec 1985 | |
| USCF Gold Strategy Plus Income Fund | 14 | — | Nov 2021 |
Best-Performing Gold Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Advisor Gold Fund Class Z | 16.01% | — | Dec 1985 |
Lowest-Cost Gold Mutual funds
The top Gold Mutual funds is USG (0.45%).
With an average expense ratio of 0.75%, Gold Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 0.45% | — | Nov 2021 | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 |
Highest-Yield Gold Mutual funds
The top Gold Mutual funds is USG (27.59%).
Across the lineup, Gold Mutual funds show an average dividend yield of 19.53%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| USCF Gold Strategy Plus Income Fund | 27.59% | — | Nov 2021 | |
| Fidelity Advisor Gold Fund Class Z | 4.95% | — | Dec 1985 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.