GraniteShares Gold Shares (BAR)
BAR is a passive ETF by GraniteShares tracking the investment results of the LBMA Gold Price PM ($/ozt). BAR launched on Aug 31, 2017 and has a 0.17% expense ratio.
ETF Info
| ISIN | US38748G1013 |
|---|---|
| CUSIP | 38748G101 |
| Issuer | GraniteShares |
| Inception Date | Aug 31, 2017 |
| Region | Global (Broad) |
| Category | Precious Metals, Gold |
| Leveraged | 1x |
| Index Tracked | LBMA Gold Price PM ($/ozt) |
| Asset Class | Commodity |
Expense Ratio
BAR has an expense ratio of 0.17%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BAR vs. SGOL, BAR vs. GLD, BAR vs. AAAU, BAR vs. IAUM, BAR vs. IAU, BAR vs. GLTR, BAR vs. VICSX, BAR vs. VOO, BAR vs. VAW, BAR vs. FALN
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in GraniteShares Gold Shares, 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
GraniteShares Gold Shares had a return of 26.97% year-to-date (YTD) and 35.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.97% | 25.82% |
| 1 month | -1.26% | 3.20% |
| 6 months | 12.13% | 14.94% |
| 1 year | 35.20% | 35.92% |
| 5 years (annualized) | 12.20% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of BAR, 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 | -1.37% | 0.50% | 8.66% | 3.01% | 1.68% | -0.17% | 5.36% | 2.11% | 5.14% | 4.35% | 26.97% | ||
| 2023 | 5.76% | -5.26% | 7.88% | 0.92% | -1.32% | -2.16% | 2.21% | -1.18% | -4.79% | 7.39% | 2.55% | 1.29% | 12.96% |
| 2022 | -1.65% | 6.16% | 1.32% | -2.03% | -3.24% | -1.59% | -2.51% | -2.98% | -2.77% | -1.82% | 8.47% | 2.91% | -0.55% |
| 2021 | -3.07% | -6.23% | -1.11% | 3.53% | 7.62% | -7.03% | 2.44% | 0.00% | -3.22% | 1.43% | -0.68% | 3.30% | -3.92% |
| 2020 | 4.63% | -0.57% | -0.13% | 6.88% | 2.80% | 2.84% | 10.77% | -0.41% | -4.19% | -0.48% | -5.31% | 6.90% | 25.02% |
| 2019 | 2.93% | -0.55% | -1.52% | -0.70% | 1.72% | 8.06% | 0.07% | 7.81% | -3.10% | 2.31% | -3.13% | 3.64% | 18.16% |
| 2018 | 3.32% | -2.21% | 0.48% | -0.34% | -1.55% | -3.54% | -2.32% | -2.10% | -0.58% | 1.81% | 0.58% | 4.91% | -1.87% |
| 2017 | -2.74% | -0.90% | 0.37% | 2.19% | -1.15% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BAR is 72, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for GraniteShares Gold Shares (BAR) 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 GraniteShares Gold Shares. 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 GraniteShares Gold Shares was 21.53%, occurring on Sep 26, 2022. Recovery took 315 trading sessions.
The current GraniteShares Gold Shares drawdown is 5.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.53% | Aug 7, 2020 | 538 | Sep 26, 2022 | 315 | Dec 27, 2023 | 853 |
| -13.46% | Jan 25, 2018 | 136 | Aug 16, 2018 | 211 | Jun 20, 2019 | 347 |
| -12.45% | Mar 10, 2020 | 8 | Mar 19, 2020 | 15 | Apr 9, 2020 | 23 |
| -8.37% | Sep 11, 2017 | 57 | Dec 12, 2017 | 25 | Jan 24, 2018 | 82 |
| -6.52% | Sep 5, 2019 | 58 | Nov 25, 2019 | 27 | Jan 6, 2020 | 85 |
Volatility
Volatility Chart
The current GraniteShares Gold Shares volatility is 5.38%, 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.