BAR vs. CGFIX
Compare and contrast key facts about GraniteShares Gold Trust (BAR) and abrdn Global Absolute Return Strategies Fund (CGFIX).
BAR is a passively managed fund by GraniteShares that tracks the performance of the LBMA Gold Price PM ($/ozt). It was launched on Aug 31, 2017. CGFIX is managed by Aberdeen. It was launched on Oct 31, 1990.
Performance
BAR vs. CGFIX - Performance Comparison
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BAR vs. CGFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAR GraniteShares Gold Trust | 10.45% | 64.12% | 26.97% | 12.96% | -0.55% | -3.92% | 25.02% | 18.16% | -1.87% | -1.15% |
CGFIX abrdn Global Absolute Return Strategies Fund | 0.00% | 5.79% | 4.85% | -2.54% | -9.99% | 1.39% | 6.37% | 7.26% | 0.97% | 0.82% |
Returns By Period
BAR
- 1D
- 1.73%
- 1M
- -10.66%
- YTD
- 10.45%
- 6M
- 23.08%
- 1Y
- 52.47%
- 3Y*
- 33.99%
- 5Y*
- 22.26%
- 10Y*
- —
CGFIX
- 1D
- 0.36%
- 1M
- -1.86%
- YTD
- 0.00%
- 6M
- 0.82%
- 1Y
- 5.00%
- 3Y*
- 3.71%
- 5Y*
- -0.02%
- 10Y*
- 1.95%
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BAR vs. CGFIX - Expense Ratio Comparison
BAR has a 0.17% expense ratio, which is lower than CGFIX's 0.78% expense ratio.
Return for Risk
BAR vs. CGFIX — Risk / Return Rank
BAR
CGFIX
BAR vs. CGFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GraniteShares Gold Trust (BAR) and abrdn Global Absolute Return Strategies Fund (CGFIX). 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.
| BAR | CGFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.54 | +0.36 |
Sortino ratioReturn per unit of downside risk | 2.34 | 2.14 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 1.98 | +0.74 |
Martin ratioReturn relative to average drawdown | 9.96 | 8.09 | +1.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAR | CGFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.54 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | -0.00 | +1.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.89 | +0.09 |
Correlation
The correlation between BAR and CGFIX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BAR vs. CGFIX - Dividend Comparison
BAR has not paid dividends to shareholders, while CGFIX's dividend yield for the trailing twelve months is around 6.12%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAR GraniteShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CGFIX abrdn Global Absolute Return Strategies Fund | 6.12% | 5.51% | 6.43% | 2.08% | 0.00% | 7.49% | 0.23% | 3.29% | 6.05% | 0.33% | 1.12% | 0.35% |
Drawdowns
BAR vs. CGFIX - Drawdown Comparison
The maximum BAR drawdown since its inception was -21.53%, which is greater than CGFIX's maximum drawdown of -20.28%. Use the drawdown chart below to compare losses from any high point for BAR and CGFIX.
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Drawdown Indicators
| BAR | CGFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.53% | -20.28% | -1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -19.19% | -2.78% | -16.41% |
Max Drawdown (5Y)Largest decline over 5 years | -20.91% | -20.28% | -0.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.28% | — |
Current DrawdownCurrent decline from peak | -11.72% | -2.97% | -8.75% |
Average DrawdownAverage peak-to-trough decline | -6.30% | -3.20% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 0.68% | +4.56% |
Volatility
BAR vs. CGFIX - Volatility Comparison
GraniteShares Gold Trust (BAR) has a higher volatility of 10.44% compared to abrdn Global Absolute Return Strategies Fund (CGFIX) at 1.56%. This indicates that BAR's price experiences larger fluctuations and is considered to be riskier than CGFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAR | CGFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.44% | 1.56% | +8.88% |
Volatility (6M)Calculated over the trailing 6-month period | 24.17% | 2.14% | +22.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 3.49% | +24.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 5.76% | +11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 4.74% | +11.57% |