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BTEC vs. GOLD
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

BTEC vs. GOLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Gold.com, Inc (GOLD). The values are adjusted to include any dividend payments, if applicable.

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BTEC vs. GOLD - Yearly Performance Comparison


Returns By Period


BTEC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

GOLD

1D
5.53%
1M
-30.26%
YTD
18.11%
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

BTEC vs. GOLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Gold.com, Inc (GOLD). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BTEC vs. GOLD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECGOLDDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

2.40

Dividends

BTEC vs. GOLD - Dividend Comparison

BTEC has not paid dividends to shareholders, while GOLD's dividend yield for the trailing twelve months is around 0.50%.


Drawdowns

BTEC vs. GOLD - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum GOLD drawdown of -40.58%. Use the drawdown chart below to compare losses from any high point for BTEC and GOLD.


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Drawdown Indicators


BTECGOLDDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-40.58%

+40.58%

Current Drawdown

Current decline from peak

0.00%

-37.30%

+37.30%

Average Drawdown

Average peak-to-trough decline

0.00%

-9.26%

+9.26%

Volatility

BTEC vs. GOLD - Volatility Comparison


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Volatility by Period


BTECGOLDDifference

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

64.88%

-64.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

64.88%

-64.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

64.88%

-64.88%