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Performance

XAUUSD=X Performance Chart

Gold Spot Price US Dollar (XAUUSD=X) is up 3.7% since the beginning of the year. XAUUSD=X is currently trading at $4,483 per share. Investors who bought $1,000 worth of XAUUSD=X shares 5 years ago would now be looking at an investment worth $2,397.


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S&P 500 Index

Returns By Period

Gold Spot Price US Dollar (XAUUSD=X) has returned 3.72% so far this year and 32.58% over the past 12 months. Over the last ten years, XAUUSD=X has had an annualized return of 13.68%, just under the S&P 500 Index benchmark’s 13.75%.


Gold Spot Price US Dollar

1D
-0.03%
1M
-2.75%
YTD
3.72%
6M
6.60%
1Y
32.58%
3Y*
32.03%
5Y*
19.11%
10Y*
13.68%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XAUUSD=X Monthly Returns History

Based on dividend-adjusted daily data since Jun 22, 2007, XAUUSD=X's average daily return is +0.04%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.

Historically, 54% of months were positive and 46% were negative. The best month was Jan 2026 with a return of +13.3%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, XAUUSD=X closed higher 53% of trading days. The best single day was Sep 17, 2008 with a return of +10.8%, while the worst single day was Apr 15, 2013 at -9.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202613.25%7.83%-11.57%-0.98%-2.38%-0.64%3.72%
20256.70%2.07%9.32%5.27%0.02%0.42%-0.40%5.63%11.03%3.74%5.47%2.39%64.75%
2024-1.12%0.25%9.27%2.33%1.90%-0.19%5.28%2.24%5.29%4.14%-3.42%-0.99%27.24%
20235.79%-5.27%7.78%1.03%-1.33%-2.25%2.44%-1.28%-4.75%7.35%2.64%1.28%13.14%
2022-1.67%6.23%1.49%-2.07%-3.15%-1.64%-2.29%-3.11%-2.87%-1.71%8.25%3.08%-0.25%
2021-2.41%-6.14%-1.55%3.59%7.79%-7.17%2.48%-0.09%-3.14%1.60%-0.54%3.03%-3.50%

Benchmark Metrics

Gold Spot Price US Dollar has an annualized alpha of 11.25%, beta of 0.05, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 25, 2007.

  • This currency captured 20.48% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -26.53%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.05 may look defensive, but with R2 of 0.00 this currency 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 currency's risk.
  • R2 of 0.00 means this currency 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
11.25%
Beta
0.05
0.00
Upside Capture
20.48%
Downside Capture
-26.53%

Return for Risk

Risk / Return Rank

XAUUSD=X ranks 80 for risk / return — in the top 80% of currencies 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.


XAUUSD=X Risk / Return Rank: 8080
Overall Rank
XAUUSD=X Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
XAUUSD=X Sortino Ratio Rank: 8181
Sortino Ratio Rank
XAUUSD=X Omega Ratio Rank: 8484
Omega Ratio Rank
XAUUSD=X Calmar Ratio Rank: 7676
Calmar Ratio Rank
XAUUSD=X Martin Ratio Rank: 7575
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 Gold Spot Price US Dollar (XAUUSD=X) and compare them to S&P 500 Index.


XAUUSD=XBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.13

2.39

-1.26

Sortino ratio

Return per unit of downside risk

1.52

3.25

-1.73

Omega ratio

Gain probability vs. loss probability

1.23

1.43

-0.20

Calmar ratio

Return relative to maximum drawdown

1.30

3.11

-1.81

Martin ratio

Return relative to average drawdown

3.30

14.38

-11.08

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 Gold Spot Price US Dollar. 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 Gold Spot Price US Dollar was 44.69%, occurring on Dec 17, 2015. Recovery took 1187 trading sessions.

The current Gold Spot Price US Dollar drawdown is 17.26%.


Related event

Drawdown

Fall

Recovery

Underwater

2015 bear market2015
-44.69%Dec 2015
4y 3mo4y 7mo
8y 10moSep 2011 - Jul 2020
Financial crisis2007–2009
-28.98%Nov 2008
8mo10mo 22d
1y 6moMar 2008 - Sep 2009
Bear market2022
-21.35%Sep 2022
2y 1mo1y 2mo
3y 3moAug 2020 - Dec 2023
2026 correction2026
-19.70%Mar 2026
1mo 22d
4mo 5dJan 2026 - now
2010 correction2010
-12.58%Feb 2010
2mo 7d3mo 2d
5mo 9dDec 2009 - May 2010

Drawdown Indicators


XAUUSD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-44.69%

-56.78%

+12.09%

Max Drawdown (1Y)

Largest decline over 1 year

-19.70%

-9.10%

-10.60%

Max Drawdown (3Y)

Largest decline over 3 years

-19.70%

-18.90%

-0.80%

Max Drawdown (5Y)

Largest decline over 5 years

-20.81%

-25.43%

+4.62%

Max Drawdown (10Y)

Largest decline over 10 years

-21.35%

-33.92%

+12.57%

Current Drawdown

Current decline from peak

-17.26%

0.00%

-17.26%

Average Drawdown

Average peak-to-trough decline

-16.41%

-10.72%

-5.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.53%

1.97%

+6.56%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with XAUUSD=X

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