4GLD.DE vs. OXY

Last updated Jun 13, 2026

4GLD.DE (Xetra-Gold) is Gold fund tracking the LBMA Gold Price, while OXY (Occidental Petroleum Corporation) is a stock. Over the past 10 years, 4GLD.DE returned 12.28%/yr vs -0.38%/yr for OXY. At a 0.06 correlation, their price movements are largely independent.

Performance

4GLD.DE vs. OXY - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Xetra-Gold (4GLD.DE) and Occidental Petroleum Corporation (OXY). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

4GLD.DE is traded in EUR, while OXY is traded in USD. To make them comparable, the OXY values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, 4GLD.DE achieves a -2.63% return, which is significantly lower than OXY's 40.93% return. Over the past 10 years, 4GLD.DE has outperformed OXY with an annualized return of 12.28%, while OXY has yielded a comparatively lower -0.38% annualized return.

4GLD.DE

• 1D: 2.93%
• 1M: -9.07%
• YTD: -2.63%
• 6M: -0.59%
• 1Y: 24.49%
• 3Y*: 26.47%
• 5Y*: 18.62%
• 10Y*: 12.28%

OXY

• 1D: 2.01%
• 1M: 2.39%
• YTD: 40.93%
• 6M: 41.02%
• 1Y: 29.15%
• 3Y*: -1.83%
• 5Y*: 17.46%
• 10Y*: -0.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

4GLD.DE vs. OXY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
4GLD.DE Xetra-Gold	-2.63%	49.32%	34.57%	9.33%	7.12%	4.03%	13.03%	21.27%	3.19%	-1.67%
OXY Occidental Petroleum Corporation	40.93%	-25.04%	-10.36%	-6.95%	132.68%	80.26%	-60.21%	-26.66%	-8.97%	-4.85%

Correlation

The correlation between 4GLD.DE and OXY is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.07
Correlation (10Y) Calculated over the trailing 10-year period	0.02
Correlation (All Time) Calculated using the full available price history since Nov 13, 2009	0.06

The correlation between 4GLD.DE and OXY shifts across timeframes, from 0.02 (10 years) to 0.12 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

4GLD.DE vs. OXY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

4GLD.DE

4GLD.DE Risk / Return Rank: 30
4GLD.DE Sharpe Ratio Rank: 32
4GLD.DE Sortino Ratio Rank: 29
4GLD.DE Omega Ratio Rank: 34
4GLD.DE Calmar Ratio Rank: 26
4GLD.DE Martin Ratio Rank: 28

OXY

OXY Risk / Return Rank: 67
OXY Sharpe Ratio Rank: 70
OXY Sortino Ratio Rank: 64
OXY Omega Ratio Rank: 63
OXY Calmar Ratio Rank: 70
OXY Martin Ratio Rank: 68

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.

4GLD.DE vs. OXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xetra-Gold (4GLD.DE) and Occidental Petroleum Corporation (OXY). 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.

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.

	4GLD.DE	OXY	Difference
Sharpe ratio: Return per unit of total volatility	1.03	0.82	+0.21
Sortino ratio: Return per unit of downside risk	1.43	1.31	+0.12
Omega ratio: Gain probability vs. loss probability	1.21	1.16	+0.04
Calmar ratio: Return relative to maximum drawdown	1.12	1.32	-0.20
Martin ratio: Return relative to average drawdown	3.41	2.87	+0.54

4GLD.DE vs. OXY - Sharpe Ratio Comparison

The current 4GLD.DE Sharpe Ratio is 1.03, which is comparable to the OXY Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of 4GLD.DE and OXY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

4GLD.DE vs. OXY - Drawdown Comparison

The maximum 4GLD.DE drawdown since its inception was -36.79%, smaller than the maximum OXY drawdown of -88.35%. Use the drawdown chart below to compare losses from any high point for 4GLD.DE and OXY.

Drawdown Indicators

	4GLD.DE	OXY	Difference
Max Drawdown Largest peak-to-trough decline	-36.79%	-88.35%	+51.56%
Max Drawdown (1Y) Largest decline over 1 year	-21.73%	-22.14%	+0.41%
Max Drawdown (3Y) Largest decline over 3 years	-21.73%	-48.87%	+27.14%
Max Drawdown (5Y) Largest decline over 5 years	-21.73%	-55.49%	+33.76%
Max Drawdown (10Y) Largest decline over 10 years	-21.73%	-88.35%	+66.62%
Current Drawdown Current decline from peak	-19.44%	-31.47%	+12.03%
Average Drawdown Average peak-to-trough decline	-12.03%	-23.69%	+11.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.11%	10.19%	-3.08%

Volatility

4GLD.DE vs. OXY - Volatility Comparison

The current volatility for Xetra-Gold (4GLD.DE) is 6.93%, while Occidental Petroleum Corporation (OXY) has a volatility of 10.24%. This indicates that 4GLD.DE experiences smaller price fluctuations and is considered to be less risky than OXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	4GLD.DE	OXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.93%	10.24%	-3.31%
Volatility (6M) Calculated over the trailing 6-month period	20.81%	28.72%	-7.91%
Volatility (1Y) Calculated over the trailing 1-year period	23.70%	35.84%	-12.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.29%	40.06%	-23.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.56%	49.24%	-34.68%

Dividends

4GLD.DE vs. OXY - Dividend Comparison

4GLD.DE has not paid dividends to shareholders, while OXY's dividend yield for the trailing twelve months is around 1.77%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
4GLD.DE Xetra-Gold	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OXY Occidental Petroleum Corporation	1.77%	2.33%	1.78%	1.21%	0.83%	0.14%	4.74%	7.62%	5.05%	4.15%	4.24%	4.39%

Frequently Asked Questions

Can I hold both 4GLD.DE and OXY in my portfolio?

4GLD.DE and OXY have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.