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ISIN
US9210781012
CUSIP
921078101
Issuer
VanEck
Inception Date
May 16, 2014
Region
Global (Global)
Leveraged
1x (No leverage)
Index Tracked
LBMA Gold Price PM ($/ozt)
Domicile
United States
Distribution Policy
Accumulating
Asset Class
Commodity
Assets Under Management
$3B

Share Price Chart


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Performance

OUNZ Performance Chart

VanEck Merk Gold ETF (OUNZ) is down 2.9% since the beginning of the year. OUNZ is currently trading at $40 per share. Investors who bought $1,000 worth of OUNZ shares 5 years ago would now be looking at an investment worth $2,331.


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S&P 500 Index

Returns By Period

VanEck Merk Gold ETF (OUNZ) has returned -2.87% so far this year and 24.20% over the past 12 months. Over the last ten years, OUNZ has returned 11.90% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


VanEck Merk Gold ETF

1D
-0.64%
1M
-7.06%
YTD
-2.87%
6M
-5.69%
1Y
24.20%
3Y*
29.41%
5Y*
18.44%
10Y*
11.90%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OUNZ Monthly Returns History

Based on dividend-adjusted daily data since May 16, 2014, OUNZ's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.

Historically, 52% of months were positive and 48% were negative. The best month was Jan 2026 with a return of +12.4%, while the worst month was Mar 2026 at -11.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, OUNZ closed higher 52% of trading days. The best single day was Feb 3, 2026 with a return of +6.1%, while the worst single day was Jan 30, 2026 at -10.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202612.42%8.62%-11.06%-1.47%-1.55%-7.80%-2.87%
20256.92%1.77%9.48%5.37%-0.00%0.41%-0.60%4.95%11.78%3.58%5.43%2.14%63.95%
2024-1.40%0.46%8.65%3.07%1.63%-0.18%5.39%2.11%5.05%4.37%-3.09%-1.48%26.75%
20235.65%-5.30%7.91%0.94%-1.37%-2.18%2.26%-1.26%-4.74%7.41%2.52%1.32%12.83%
2022-1.57%6.06%1.45%-2.18%-3.26%-1.63%-2.51%-2.89%-2.81%-1.80%8.33%3.09%-0.51%
2021-3.08%-6.24%-1.19%3.55%7.67%-7.12%2.50%-0.00%-3.17%1.40%-0.58%3.19%-4.00%

Benchmark Metrics

VanEck Merk Gold ETF has an annualized alpha of 10.56%, beta of 0.05, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since May 16, 2014.

  • This ETF captured 25.97% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -12.91%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.05 may look defensive, but with R2 of 0.00 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 0.00 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
10.56%
Beta
0.05
0.00
Upside Capture
25.97%
Downside Capture
-12.91%

Expense Ratio

OUNZ has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

OUNZ ranks 24 for risk / return — below 24% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


OUNZ Risk / Return Rank: 2424
Overall Rank
OUNZ Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
OUNZ Sortino Ratio Rank: 2323
Sortino Ratio Rank
OUNZ Omega Ratio Rank: 2828
Omega Ratio Rank
OUNZ Calmar Ratio Rank: 2222
Calmar Ratio Rank
OUNZ Martin Ratio Rank: 2222
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 VanEck Merk Gold ETF (OUNZ) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OUNZBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.14

Sortino ratioReturn per unit of downside risk

-1.50

Omega ratioGain probability vs. loss probability

1.19

1.37

-0.18

Calmar ratioReturn relative to maximum drawdown

1.00

2.78

-1.79

Martin ratioReturn relative to average drawdown

2.72

12.44

-9.72

Dividends

Dividend History


VanEck Merk Gold ETF 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 VanEck Merk Gold ETF. 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 VanEck Merk Gold ETF was 24.36%, occurring on Jun 10, 2026. The portfolio has not yet recovered.

The current VanEck Merk Gold ETF drawdown is 22.35%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-24.36%Jun 2026
4mo 11d
4mo 24dJan 2026 - now
2015 bear market2015
-21.77%Dec 2015
1y 5mo6mo 21d
1y 11moJul 2014 - Jul 2016
Bear market2022
-21.76%Sep 2022
2y 1mo1y 5mo
3y 6moAug 2020 - Mar 2024
2016 correction2016
-17.58%Dec 2016
5mo 7d2y 6mo
2y 11moJul 2016 - Jun 2019
COVID crash2020
-12.51%Mar 2020
9d21d
1moMar 2020 - Apr 2020

Drawdown Indicators


OUNZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.36%

-56.78%

+32.42%

Max Drawdown (1Y)

Largest decline over 1 year

-24.36%

-9.10%

-15.26%

Max Drawdown (3Y)

Largest decline over 3 years

-24.36%

-18.90%

-5.46%

Max Drawdown (5Y)

Largest decline over 5 years

-24.36%

-25.43%

+1.07%

Max Drawdown (10Y)

Largest decline over 10 years

-24.36%

-33.92%

+9.56%

Current Drawdown

Current decline from peak

-22.35%

-1.80%

-20.55%

Average Drawdown

Average peak-to-trough decline

-7.62%

-10.71%

+3.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.92%

2.03%

+6.89%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with OUNZ

Add VanEck Merk Gold ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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