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AUCP.L vs. IAU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AUCP.L vs. IAU - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in L&G Gold Mining UCITS ETF (AUCP.L) and iShares Gold Trust (IAU). The values are adjusted to include any dividend payments, if applicable.

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AUCP.L vs. IAU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AUCP.L
L&G Gold Mining UCITS ETF
13.69%161.99%20.20%8.69%-4.04%-8.91%17.60%39.53%-5.63%0.57%
IAU
iShares Gold Trust
12.31%52.27%29.07%7.20%11.18%-3.09%21.36%13.49%4.07%3.14%
Different Trading Currencies

AUCP.L is traded in GBp, while IAU is traded in USD. To make them comparable, the IAU values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, AUCP.L achieves a 13.69% return, which is significantly higher than IAU's 10.67% return. Over the past 10 years, AUCP.L has outperformed IAU with an annualized return of 20.59%, while IAU has yielded a comparatively lower 14.92% annualized return.


AUCP.L

1D
7.36%
1M
-14.10%
YTD
13.69%
6M
28.80%
1Y
111.31%
3Y*
52.03%
5Y*
29.73%
10Y*
20.59%

IAU

1D
0.00%
1M
-10.96%
YTD
10.67%
6M
23.31%
1Y
46.38%
3Y*
30.07%
5Y*
22.88%
10Y*
14.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AUCP.L vs. IAU - Expense Ratio Comparison

AUCP.L has a 0.65% expense ratio, which is higher than IAU's 0.25% expense ratio.


Return for Risk

AUCP.L vs. IAU — Risk / Return Rank

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

AUCP.L
AUCP.L Risk / Return Rank: 9292
Overall Rank
AUCP.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
AUCP.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
AUCP.L Omega Ratio Rank: 8787
Omega Ratio Rank
AUCP.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
AUCP.L Martin Ratio Rank: 9292
Martin Ratio Rank

IAU
IAU Risk / Return Rank: 8686
Overall Rank
IAU Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
IAU Sortino Ratio Rank: 8585
Sortino Ratio Rank
IAU Omega Ratio Rank: 8585
Omega Ratio Rank
IAU Calmar Ratio Rank: 8686
Calmar Ratio Rank
IAU Martin Ratio Rank: 8484
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.

AUCP.L vs. IAU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for L&G Gold Mining UCITS ETF (AUCP.L) and iShares Gold Trust (IAU). 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.


AUCP.LIAUDifference

Sharpe ratio

Return per unit of total volatility

2.46

1.81

+0.65

Sortino ratio

Return per unit of downside risk

2.76

2.26

+0.50

Omega ratio

Gain probability vs. loss probability

1.37

1.35

+0.02

Calmar ratio

Return relative to maximum drawdown

3.85

2.59

+1.26

Martin ratio

Return relative to average drawdown

13.67

9.86

+3.81

AUCP.L vs. IAU - Sharpe Ratio Comparison

The current AUCP.L Sharpe Ratio is 2.46, which is higher than the IAU Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of AUCP.L and IAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AUCP.LIAUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

1.81

+0.65

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

1.39

-0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.92

-0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.71

-0.42

Correlation

The correlation between AUCP.L and IAU is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AUCP.L vs. IAU - Dividend Comparison

Neither AUCP.L nor IAU has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

AUCP.L vs. IAU - Drawdown Comparison

The maximum AUCP.L drawdown since its inception was -77.57%, which is greater than IAU's maximum drawdown of -41.56%. Use the drawdown chart below to compare losses from any high point for AUCP.L and IAU.


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Drawdown Indicators


AUCP.LIAUDifference

Max Drawdown

Largest peak-to-trough decline

-77.57%

-45.14%

-32.43%

Max Drawdown (1Y)

Largest decline over 1 year

-29.56%

-19.18%

-10.38%

Max Drawdown (5Y)

Largest decline over 5 years

-39.38%

-20.93%

-18.45%

Max Drawdown (10Y)

Largest decline over 10 years

-45.72%

-21.82%

-23.90%

Current Drawdown

Current decline from peak

-15.00%

-11.71%

-3.29%

Average Drawdown

Average peak-to-trough decline

-35.89%

-15.98%

-19.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.33%

5.23%

+3.10%

Volatility

AUCP.L vs. IAU - Volatility Comparison

L&G Gold Mining UCITS ETF (AUCP.L) has a higher volatility of 18.25% compared to iShares Gold Trust (IAU) at 10.61%. This indicates that AUCP.L's price experiences larger fluctuations and is considered to be riskier than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AUCP.LIAUDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.25%

10.61%

+7.64%

Volatility (6M)

Calculated over the trailing 6-month period

36.86%

23.05%

+13.81%

Volatility (1Y)

Calculated over the trailing 1-year period

45.04%

25.73%

+19.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.57%

16.48%

+19.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.74%

16.18%

+18.56%