Invesco Physical Gold A (8PSG.DE)
8PSG.DE is a passive ETF by Invesco tracking the investment results of the Gold. 8PSG.DE launched on Jun 24, 2009 and has a 0.12% expense ratio.
ETF Info
| ISIN | IE00B579F325 |
|---|---|
| WKN | A1AA5X |
| Issuer | Invesco |
| Inception Date | Jun 24, 2009 |
| Category | Precious Metals |
| Leveraged | 1x |
| Index Tracked | Gold |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Expense Ratio
8PSG.DE has an expense ratio of 0.12%, which is considered low compared to other funds.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Invesco Physical Gold A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Physical Gold A had a return of 31.44% year-to-date (YTD) and 35.08% in the last 12 months. Over the past 10 years, Invesco Physical Gold A had an annualized return of 9.98%, while the S&P 500 had an annualized return of 11.43%, indicating that Invesco Physical Gold A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.44% | 25.82% |
| 1 month | 1.21% | 3.20% |
| 6 months | 13.58% | 14.94% |
| 1 year | 35.08% | 35.92% |
| 5 years (annualized) | 12.78% | 14.22% |
| 10 years (annualized) | 9.98% | 11.43% |
Monthly Returns
The table below presents the monthly returns of 8PSG.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.22% | 0.05% | 8.76% | 4.46% | -0.11% | 1.22% | 2.97% | 1.20% | 4.27% | 6.82% | 31.44% | ||
| 2023 | 4.08% | -2.91% | 5.71% | -1.01% | 2.64% | -5.06% | 1.69% | 0.11% | -2.01% | 7.57% | -0.92% | -0.11% | 9.43% |
| 2022 | 0.75% | 5.59% | 3.48% | 3.28% | -5.10% | 0.66% | 0.02% | -1.18% | -0.11% | -2.98% | 2.60% | 0.24% | 7.00% |
| 2021 | 0.00% | -7.02% | 2.04% | 1.12% | 6.10% | -4.40% | 3.08% | -0.30% | -0.87% | 1.25% | 2.24% | 1.15% | 3.81% |
| 2020 | 5.83% | 0.91% | 1.40% | 6.14% | 0.23% | 1.71% | 5.34% | -1.42% | -1.90% | -0.21% | -7.62% | 2.64% | 12.94% |
| 2019 | 3.35% | 0.13% | -0.09% | -0.75% | 1.80% | 6.27% | 3.39% | 8.43% | -3.25% | 0.67% | -1.98% | 1.74% | 20.91% |
| 2018 | -0.28% | 0.15% | -0.42% | 1.18% | 2.63% | -4.09% | -2.55% | -1.04% | -0.83% | 4.56% | 0.37% | 3.51% | 2.90% |
| 2017 | 2.20% | 5.37% | -1.61% | -0.22% | -3.05% | -3.47% | -1.25% | 3.12% | -2.03% | 1.01% | -2.37% | 0.77% | -1.90% |
| 2016 | 5.48% | 9.96% | -4.43% | 4.12% | -3.57% | 9.02% | 1.54% | -2.88% | 0.20% | -1.22% | -4.62% | -0.87% | 11.99% |
| 2015 | 16.02% | -4.01% | 1.86% | -4.74% | 2.79% | -2.86% | -5.84% | 1.96% | -1.26% | 3.66% | -2.72% | -2.89% | 0.17% |
| 2014 | 5.30% | 4.30% | -2.63% | -0.34% | -0.95% | 4.22% | -0.16% | 1.79% | -2.00% | -3.02% | 2.02% | 2.55% | 11.18% |
| 2013 | -2.74% | -1.21% | 2.83% | -10.37% | -3.66% | -15.27% | 8.15% | 7.91% | -7.66% | -0.99% | -5.41% | -5.13% | -30.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 8PSG.DE is 80, placing it in the top 20% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Physical Gold A (8PSG.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Physical Gold A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Physical Gold A was 36.96%, occurring on Dec 30, 2013. Recovery took 1401 trading sessions.
The current Invesco Physical Gold A drawdown is 4.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.96% | Oct 1, 2012 | 298 | Dec 30, 2013 | 1401 | Sep 3, 2019 | 1699 |
| -18.33% | Aug 7, 2020 | 148 | Mar 8, 2021 | 253 | Mar 3, 2022 | 401 |
| -13% | Mar 9, 2022 | 166 | Oct 28, 2022 | 342 | Mar 1, 2024 | 508 |
| -12.1% | Feb 25, 2020 | 15 | Mar 16, 2020 | 19 | Apr 14, 2020 | 34 |
| -7.93% | May 18, 2020 | 14 | Jun 5, 2020 | 34 | Jul 23, 2020 | 48 |
Volatility
Volatility Chart
The current Invesco Physical Gold A volatility is 3.63%, 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.