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iShares Gold Producers UCITS ETF USD Acc (IAUP.L)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00B6R52036
Issuer
iShares
Inception Date
Sep 19, 2011
Leveraged
1x (No leverage)
Index Tracked
S&P Commodity Producers Gold Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Commodity

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Gold Producers UCITS ETF USD Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

iShares Gold Producers UCITS ETF USD Acc (IAUP.L) has returned 5.63% so far this year and 100.53% over the past 12 months. Looking at the last ten years, IAUP.L has achieved an annualized return of 17.46%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


iShares Gold Producers UCITS ETF USD Acc

1D
2.73%
1M
-21.06%
YTD
5.63%
6M
20.08%
1Y
100.53%
3Y*
42.85%
5Y*
23.37%
10Y*
17.46%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Sep 19, 2011, IAUP.L's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 52% of months were positive and 48% were negative. The best month was Apr 2020 with a return of +35.3%, while the worst month was Apr 2013 at -22.8%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 9 months.

On a daily basis, IAUP.L closed higher 50% of trading days. The best single day was Mar 24, 2020 with a return of +18.0%, while the worst single day was Mar 12, 2020 at -16.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.05%17.32%-21.06%5.63%
202516.02%0.25%15.00%8.25%3.46%2.10%0.29%21.22%20.15%-5.69%15.07%4.74%153.95%
2024-7.19%-7.20%19.93%3.11%5.11%-2.28%10.11%3.00%2.07%2.40%-5.64%-8.85%11.53%
202310.67%-14.16%18.19%4.26%-7.72%-3.57%5.62%-7.40%-8.01%4.81%9.84%1.39%9.39%
2022-7.30%14.47%9.51%-8.32%-9.52%-13.95%-4.62%-7.91%1.06%-1.29%18.34%3.41%-11.06%
2021-4.29%-10.18%4.29%6.61%12.47%-13.58%4.31%-7.21%-8.05%7.76%0.32%0.34%-10.31%

Benchmark Metrics

iShares Gold Producers UCITS ETF USD Acc has an annualized alpha of 3.58%, beta of 0.31, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since September 20, 2011.

  • This ETF participated in 76.22% of S&P 500 Index downside but only 39.81% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.31 may look defensive, but with R² of 0.02 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.02 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
3.58%
Beta
0.31
0.02
Upside Capture
39.81%
Downside Capture
76.22%

Expense Ratio

IAUP.L has an expense ratio of 0.55%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IAUP.L ranks 90 for risk / return — in the top 90% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


IAUP.L Risk / Return Rank: 9090
Overall Rank
IAUP.L Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
IAUP.L Sortino Ratio Rank: 9090
Sortino Ratio Rank
IAUP.L Omega Ratio Rank: 8686
Omega Ratio Rank
IAUP.L Calmar Ratio Rank: 9292
Calmar Ratio Rank
IAUP.L Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Gold Producers UCITS ETF USD Acc (IAUP.L) and compare them to a chosen benchmark (S&P 500 Index).


IAUP.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.31

0.90

+1.41

Sortino ratio

Return per unit of downside risk

2.61

1.39

+1.23

Omega ratio

Gain probability vs. loss probability

1.35

1.21

+0.14

Calmar ratio

Return relative to maximum drawdown

3.37

1.40

+1.97

Martin ratio

Return relative to average drawdown

11.77

6.61

+5.16

Explore IAUP.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


iShares Gold Producers UCITS ETF USD Acc 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 iShares Gold Producers UCITS ETF USD Acc. 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 iShares Gold Producers UCITS ETF USD Acc was 79.95%, occurring on Sep 11, 2015. Recovery took 2501 trading sessions.

The current iShares Gold Producers UCITS ETF USD Acc drawdown is 21.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.95%Sep 22, 2011927Sep 11, 20152501Aug 6, 20253428
-28.57%Mar 2, 202615Mar 20, 2026
-17.35%Oct 17, 202513Nov 4, 202527Dec 11, 202540
-14.94%Jan 29, 20263Feb 2, 202617Feb 25, 202620
-7.69%Dec 23, 20256Jan 2, 20262Jan 6, 20268

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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