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FinEx Gold ETF

FXGD
ETF · Currency in RUB
ISIN
IE00B8XB7377
Issuer
FinEx
Inception Date
Sep 3, 2013
Category
Precious Metals
Expense Ratio
0.45%
Index Tracked
LBMA Gold Price
ETF Home Page
finex-etf.ru
Asset Class
Commodity

FXGDPrice Chart


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S&P 500

FXGDPerformance

The chart shows the growth of RUB 10,000 invested in FinEx Gold ETF on Oct 21, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly RUB 28,483 for a total return of roughly 184.83%. All prices are adjusted for splits and dividends.


FXGD (FinEx Gold ETF)
Benchmark (S&P 500)

FXGDReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-2.78%
6M-1.22%
YTD-9.83%
1Y-14.14%
5Y7.16%
10Y14.18%

FXGDMonthly Returns Heatmap


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FXGDSharpe 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 FinEx Gold ETF Sharpe ratio is -0.81. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


FXGD (FinEx Gold ETF)
Benchmark (S&P 500)

FXGDDividends


FXGD doesn't pay dividends

FXGDDrawdowns Chart

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


FXGD (FinEx Gold ETF)
Benchmark (S&P 500)

FXGDWorst Drawdowns

The table below shows the maximum drawdowns of the FinEx Gold ETF. 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 FinEx Gold ETF is 33.46%, recorded on May 7, 2015. It took 177 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.46%Feb 2, 201565May 7, 2015177Jan 20, 2016242
-31.94%Feb 12, 2016223Dec 28, 2016677Sep 3, 2019900
-26.44%Dec 17, 20146Dec 24, 201420Jan 27, 201526
-17.47%Nov 3, 202085Mar 5, 2021
-15.16%Mar 17, 201458Jun 6, 201492Oct 21, 2014150
-12.07%Mar 31, 202047Jun 5, 202030Jul 22, 202077
-11.53%Sep 4, 201976Dec 19, 201942Feb 21, 2020118
-9.42%Oct 31, 201337Dec 23, 201319Jan 24, 201456
-7.92%Jan 22, 20166Jan 29, 20166Feb 8, 201612
-6.8%Mar 12, 20203Mar 16, 20205Mar 23, 20208

FXGDVolatility Chart

Current FinEx Gold ETF volatility is 15.70%. 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.


FXGD (FinEx Gold ETF)
Benchmark (S&P 500)

Portfolios with FinEx Gold ETF


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