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BAR vs. PPLT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BAR vs. PPLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GraniteShares Gold Trust (BAR) and Aberdeen Standard Physical Platinum Shares ETF (PPLT). The values are adjusted to include any dividend payments, if applicable.

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BAR vs. PPLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BAR
GraniteShares Gold Trust
8.57%64.12%26.97%12.96%-0.55%-3.92%25.02%18.16%-1.87%-1.15%
PPLT
Aberdeen Standard Physical Platinum Shares ETF
-4.40%124.48%-8.90%-8.18%10.43%-10.75%10.78%20.85%-14.95%-7.23%

Returns By Period

In the year-to-date period, BAR achieves a 8.57% return, which is significantly higher than PPLT's -4.40% return.


BAR

1D
3.76%
1M
-11.05%
YTD
8.57%
6M
21.20%
1Y
49.58%
3Y*
33.22%
5Y*
21.84%
10Y*

PPLT

1D
3.49%
1M
-17.00%
YTD
-4.40%
6M
24.74%
1Y
95.06%
3Y*
24.69%
5Y*
9.44%
10Y*
6.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BAR vs. PPLT - Expense Ratio Comparison

BAR has a 0.17% expense ratio, which is lower than PPLT's 0.60% expense ratio.


Return for Risk

BAR vs. PPLT — Risk / Return Rank

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

BAR
BAR Risk / Return Rank: 8787
Overall Rank
BAR Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
BAR Sortino Ratio Rank: 8686
Sortino Ratio Rank
BAR Omega Ratio Rank: 8686
Omega Ratio Rank
BAR Calmar Ratio Rank: 8888
Calmar Ratio Rank
BAR Martin Ratio Rank: 8787
Martin Ratio Rank

PPLT
PPLT Risk / Return Rank: 8787
Overall Rank
PPLT Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PPLT Sortino Ratio Rank: 8585
Sortino Ratio Rank
PPLT Omega Ratio Rank: 8686
Omega Ratio Rank
PPLT Calmar Ratio Rank: 9090
Calmar Ratio Rank
PPLT Martin Ratio Rank: 8282
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.

BAR vs. PPLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GraniteShares Gold Trust (BAR) and Aberdeen Standard Physical Platinum Shares ETF (PPLT). 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.


BARPPLTDifference

Sharpe ratio

Return per unit of total volatility

1.80

1.95

-0.14

Sortino ratio

Return per unit of downside risk

2.24

2.20

+0.04

Omega ratio

Gain probability vs. loss probability

1.33

1.34

0.00

Calmar ratio

Return relative to maximum drawdown

2.70

2.85

-0.15

Martin ratio

Return relative to average drawdown

9.99

8.64

+1.35

BAR vs. PPLT - Sharpe Ratio Comparison

The current BAR Sharpe Ratio is 1.80, which is comparable to the PPLT Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of BAR and PPLT, 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


BARPPLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.95

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.24

0.30

+0.95

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.97

0.03

+0.94

Correlation

The correlation between BAR and PPLT is 0.54, 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

BAR vs. PPLT - Dividend Comparison

Neither BAR nor PPLT has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

BAR vs. PPLT - Drawdown Comparison

The maximum BAR drawdown since its inception was -21.53%, smaller than the maximum PPLT drawdown of -70.73%. Use the drawdown chart below to compare losses from any high point for BAR and PPLT.


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Drawdown Indicators


BARPPLTDifference

Max Drawdown

Largest peak-to-trough decline

-21.53%

-70.73%

+49.20%

Max Drawdown (1Y)

Largest decline over 1 year

-19.19%

-34.41%

+15.22%

Max Drawdown (5Y)

Largest decline over 5 years

-20.91%

-34.74%

+13.83%

Max Drawdown (10Y)

Largest decline over 10 years

-51.14%

Current Drawdown

Current decline from peak

-13.22%

-29.34%

+16.12%

Average Drawdown

Average peak-to-trough decline

-6.29%

-40.08%

+33.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.19%

11.36%

-6.17%

Volatility

BAR vs. PPLT - Volatility Comparison

The current volatility for GraniteShares Gold Trust (BAR) is 11.01%, while Aberdeen Standard Physical Platinum Shares ETF (PPLT) has a volatility of 16.06%. This indicates that BAR experiences smaller price fluctuations and is considered to be less risky than PPLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BARPPLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.01%

16.06%

-5.05%

Volatility (6M)

Calculated over the trailing 6-month period

24.13%

44.64%

-20.51%

Volatility (1Y)

Calculated over the trailing 1-year period

27.63%

49.13%

-21.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

32.03%

-14.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

28.73%

-12.43%