Aberdeen Standard Physical Gold Shares ETF (SGOL)
SGOL is a passive ETF by Abrdn Plc tracking the investment results of the LBMA Gold Price PM ($/ozt). SGOL launched on Sep 9, 2009 and has a 0.17% expense ratio.
ETF Info
| ISIN | US00326A1043 |
|---|---|
| CUSIP | 00326A104 |
| Issuer | Abrdn Plc |
| Inception Date | Sep 9, 2009 |
| Category | Precious Metals, Gold |
| Index Tracked | LBMA Gold Price PM ($/ozt) |
| ETF Home Page | www.aberdeenstandard.com |
| Asset Class | Commodity |
Expense Ratio
The Aberdeen Standard Physical Gold Shares ETF features an expense ratio of 0.17%, falling within the medium range.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in Aberdeen Standard Physical Gold Shares ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Aberdeen Standard Physical Gold Shares ETF had a return of 6.75% year-to-date (YTD) and 4.95% in the last 12 months. Over the past 10 years, Aberdeen Standard Physical Gold Shares ETF had an annualized return of 3.10%, while the S&P 500 had an annualized return of 9.83%, indicating that Aberdeen Standard Physical Gold Shares ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -2.00% | 1.70% |
| Year-To-Date | 6.75% | 9.53% |
| 6 months | 11.08% | 4.45% |
| 1 year | 4.95% | 1.14% |
| 5 years (annualized) | 8.21% | 9.10% |
| 10 years (annualized) | 3.10% | 9.83% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 5.78% | -5.36% | 7.89% | 0.95% | ||||||||
| 2022 | -1.82% | 8.45% | 3.07% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Aberdeen Standard Physical Gold Shares ETF (SGOL) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
SGOL Aberdeen Standard Physical Gold Shares ETF | 0.31 | ||||
^GSPC S&P 500 | 0.27 |
Dividend History
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Aberdeen Standard Physical Gold Shares 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 Aberdeen Standard Physical Gold Shares ETF is 45.51%, recorded on Dec 17, 2015. It took 1159 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.51% | Aug 23, 2011 | 1088 | Dec 17, 2015 | 1159 | Jul 28, 2020 | 2247 |
| -21.56% | Aug 7, 2020 | 538 | Sep 26, 2022 | — | — | — |
| -12.65% | Dec 3, 2009 | 45 | Feb 8, 2010 | 64 | May 11, 2010 | 109 |
| -8.07% | Dec 7, 2010 | 36 | Jan 27, 2011 | 22 | Mar 1, 2011 | 58 |
| -7.61% | Jun 21, 2010 | 26 | Jul 27, 2010 | 34 | Sep 14, 2010 | 60 |
Volatility Chart
The current Aberdeen Standard Physical Gold Shares ETF volatility is 4.15%, 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.