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GraniteShares Gold Shares (BAR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US38748G1013

CUSIP

38748G101

Inception Date

Aug 31, 2017

Region

Global (Broad)

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.


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.


Performance

Performance Chart


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Returns By Period

GraniteShares Gold Shares (BAR) returned 21.21% year-to-date (YTD) and 34.74% over the past 12 months.


BAR

YTD

21.21%

1M

-0.98%

6M

23.54%

1Y

34.74%

5Y*

12.62%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20256.80%1.92%9.44%5.38%-3.45%21.21%
2024-1.37%0.50%8.66%3.01%1.68%-0.17%5.36%2.11%5.14%4.35%-3.14%-1.37%26.97%
20235.76%-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%
20204.63%-0.57%-0.13%6.88%2.80%2.84%10.77%-0.41%-4.19%-0.48%-5.31%6.90%25.02%
20192.93%-0.55%-1.52%-0.70%1.72%8.06%0.07%7.81%-3.10%2.31%-3.13%3.64%18.16%
20183.32%-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

With an overall rank of 95, BAR is among the top 5% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BAR is 9595
Overall Rank
The Sharpe Ratio Rank of BAR is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of BAR is 9494
Sortino Ratio Rank
The Omega Ratio Rank of BAR is 9292
Omega Ratio Rank
The Calmar Ratio Rank of BAR is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BAR is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

GraniteShares Gold Shares Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 1.98
  • 5-Year: 0.83
  • All Time: 0.83

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of GraniteShares Gold Shares compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


GraniteShares Gold Shares doesn't pay dividends

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 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 7.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.53%Aug 7, 2020538Sep 26, 2022315Dec 27, 2023853
-13.46%Jan 25, 2018136Aug 16, 2018211Jun 20, 2019347
-12.45%Mar 10, 20208Mar 19, 202015Apr 9, 202023
-8.37%Sep 11, 201757Dec 12, 201725Jan 24, 201882
-8.03%Oct 31, 202412Nov 15, 202449Jan 30, 202561

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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