PortfoliosLab logo

GraniteShares Gold Shares (BAR)

ETF · Currency in USD · Last updated Jun 28, 2022

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

ISINUS38748G1013
CUSIP38748G101
IssuerGraniteShares
Inception DateAug 31, 2017
RegionGlobal (Broad)
CategoryPrecious Metals, Gold
Expense Ratio0.17%
Index TrackedLBMA Gold Price PM ($/ozt)
Asset ClassCommodity

Trading Data

Previous Close$18.06
Year Range$17.14 - $20.35
EMA (50)$18.42
EMA (200)$18.35
Average Volume$424.51K

BARShare Price Chart


Chart placeholderClick Calculate to get results

BARPerformance

The chart shows the growth of $10,000 invested in GraniteShares Gold Shares on Sep 1, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $13,701 for a total return of roughly 37.01%. All prices are adjusted for splits and dividends.


BAR (GraniteShares Gold Shares)
Benchmark (^GSPC)

BARReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.69%-6.21%
YTD-0.50%-18.17%
6M0.67%-17.47%
1Y2.15%-8.89%
5Y6.87%9.84%
10Y6.87%9.84%

BARMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

BARSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current GraniteShares Gold Shares Sharpe ratio is 0.16. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


BAR (GraniteShares Gold Shares)
Benchmark (^GSPC)

BARDividend History


GraniteShares Gold Shares doesn't pay dividends

BARDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BAR (GraniteShares Gold Shares)
Benchmark (^GSPC)

BARWorst Drawdowns

The table below shows the maximum drawdowns of the GraniteShares Gold Shares. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the GraniteShares Gold Shares is 18.58%, recorded on Mar 8, 2021. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.58%Aug 7, 2020146Mar 8, 2021
-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
-6.52%Sep 5, 201958Nov 25, 201927Jan 6, 202085
-4.78%Feb 25, 20204Feb 28, 20204Mar 5, 20208
-3.96%May 21, 202011Jun 5, 202011Jun 22, 202022
-2.89%Apr 24, 20205Apr 30, 202011May 15, 202016
-2.7%Jun 26, 20194Jul 1, 201911Jul 17, 201915
-2.33%Apr 16, 20202Apr 17, 20204Apr 23, 20206

BARVolatility Chart

Current GraniteShares Gold Shares volatility is 12.53%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BAR (GraniteShares Gold Shares)
Benchmark (^GSPC)

Portfolios with GraniteShares Gold Shares


Loading data...