PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
GraniteShares Platinum Trust (PLTM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US38748T1034

CUSIP

38748T103

Issuer

GraniteShares

Inception Date

Jan 22, 2018

Leveraged

1x

Index Tracked

Platinum London PM Fix ($/ozt)

Asset Class

Commodity

Expense Ratio

PLTM features an expense ratio of 0.50%, falling within the medium range.


Expense ratio chart for PLTM: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PLTM vs. PPLT PLTM vs. SIVR PLTM vs. VOOG PLTM vs. SCHB PLTM vs. GLDM
Popular comparisons:
PLTM vs. PPLT PLTM vs. SIVR PLTM vs. VOOG PLTM vs. SCHB PLTM vs. GLDM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in GraniteShares Platinum Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-6.56%
7.29%
PLTM (GraniteShares Platinum Trust)
Benchmark (^GSPC)

Returns By Period

GraniteShares Platinum Trust had a return of -7.67% year-to-date (YTD) and -3.88% in the last 12 months.


PLTM

YTD

-7.67%

1M

-4.91%

6M

-5.91%

1Y

-3.88%

5Y*

-0.25%

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of PLTM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-7.55%-4.00%3.21%3.05%10.32%-3.79%-1.85%-5.11%5.56%1.25%-4.31%-7.67%
2023-5.81%-5.86%4.06%8.23%-7.19%-9.15%5.02%1.73%-6.67%3.23%-0.66%6.75%-8.10%
20225.76%2.30%-5.61%-5.10%2.93%-7.09%-0.06%-5.30%1.59%7.43%11.36%3.96%10.83%
20210.77%9.37%0.43%0.94%-1.86%-9.00%-2.22%-3.68%-4.48%5.32%-8.49%3.43%-10.52%
2020-0.84%-9.92%-16.06%9.35%5.67%-0.97%9.23%2.79%-3.59%-5.75%14.35%10.75%10.87%
20192.77%6.69%-2.38%5.15%-11.53%5.71%3.61%7.42%-5.34%5.71%-4.03%7.33%20.76%
2018-1.21%-5.18%-2.76%0.23%-6.41%-1.43%-6.19%3.30%3.09%-4.97%-0.54%-20.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PLTM is 8, meaning it’s performing worse than 92% of other 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 PLTM is 88
Overall Rank
The Sharpe Ratio Rank of PLTM is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of PLTM is 99
Sortino Ratio Rank
The Omega Ratio Rank of PLTM is 99
Omega Ratio Rank
The Calmar Ratio Rank of PLTM is 88
Calmar Ratio Rank
The Martin Ratio Rank of PLTM is 88
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 Platinum Trust (PLTM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PLTM, currently valued at -0.14, compared to the broader market0.002.004.00-0.141.90
The chart of Sortino ratio for PLTM, currently valued at -0.03, compared to the broader market-2.000.002.004.006.008.0010.00-0.032.54
The chart of Omega ratio for PLTM, currently valued at 1.00, compared to the broader market0.501.001.502.002.503.001.001.35
The chart of Calmar ratio for PLTM, currently valued at -0.10, compared to the broader market0.005.0010.0015.00-0.102.81
The chart of Martin ratio for PLTM, currently valued at -0.34, compared to the broader market0.0020.0040.0060.0080.00100.00-0.3412.39
PLTM
^GSPC

The current GraniteShares Platinum Trust Sharpe ratio is -0.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of GraniteShares Platinum Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.14
1.90
PLTM (GraniteShares Platinum Trust)
Benchmark (^GSPC)

Dividends

Dividend History


GraniteShares Platinum Trust 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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-29.40%
-3.58%
PLTM (GraniteShares Platinum Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the GraniteShares Platinum Trust. 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 Platinum Trust was 42.32%, occurring on Mar 19, 2020. Recovery took 180 trading sessions.

The current GraniteShares Platinum Trust drawdown is 29.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.32%Jan 21, 202042Mar 19, 2020180Dec 3, 2020222
-35.82%Feb 22, 2021387Sep 1, 2022
-23.8%Feb 20, 201868Aug 15, 2018338Jan 15, 2020406
-7.93%Jan 8, 20212Jan 11, 20217Jan 21, 20219
-5.89%Jan 22, 20214Jan 27, 20218Feb 8, 202112

Volatility

Volatility Chart

The current GraniteShares Platinum Trust volatility is 5.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.33%
3.64%
PLTM (GraniteShares Platinum Trust)
Benchmark (^GSPC)
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab