CCU vs. GLD
Compare and contrast key facts about Compañía Cervecerías Unidas S.A. (CCU) and SPDR Gold Shares (GLD).
GLD is a passively managed fund by State Street that tracks the performance of the LBMA Gold Price PM. It was launched on Nov 18, 2004.
Performance
CCU vs. GLD - Performance Comparison
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CCU vs. GLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCU Compañía Cervecerías Unidas S.A. | -11.05% | 15.85% | -6.29% | -2.41% | -15.15% | 24.91% | -19.30% | -20.83% | -12.59% | 43.21% |
GLD SPDR Gold Shares | 8.57% | 63.68% | 26.66% | 12.69% | -0.77% | -4.15% | 24.81% | 17.86% | -1.94% | 12.81% |
Returns By Period
In the year-to-date period, CCU achieves a -11.05% return, which is significantly lower than GLD's 8.57% return. Over the past 10 years, CCU has underperformed GLD with an annualized return of -2.79%, while GLD has yielded a comparatively higher 13.92% annualized return.
CCU
- 1D
- 2.16%
- 1M
- -14.92%
- YTD
- -11.05%
- 6M
- -4.99%
- 1Y
- -23.19%
- 3Y*
- -7.52%
- 5Y*
- -3.83%
- 10Y*
- -2.79%
GLD
- 1D
- 3.79%
- 1M
- -11.05%
- YTD
- 8.57%
- 6M
- 21.05%
- 1Y
- 49.33%
- 3Y*
- 32.92%
- 5Y*
- 21.58%
- 10Y*
- 13.92%
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Return for Risk
CCU vs. GLD — Risk / Return Rank
CCU
GLD
CCU vs. GLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Compañía Cervecerías Unidas S.A. (CCU) and SPDR Gold Shares (GLD). 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.
| CCU | GLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.79 | 1.79 | -2.58 |
Sortino ratioReturn per unit of downside risk | -1.00 | 2.21 | -3.22 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.33 | -0.44 |
Calmar ratioReturn relative to maximum drawdown | -0.80 | 2.68 | -3.48 |
Martin ratioReturn relative to average drawdown | -1.39 | 9.90 | -11.30 |
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
| CCU | GLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.79 | 1.79 | -2.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 1.22 | -1.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.10 | 0.88 | -0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.62 | -0.59 |
Correlation
The correlation between CCU and GLD is 0.09, 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
CCU vs. GLD - Dividend Comparison
CCU's dividend yield for the trailing twelve months is around 3.48%, while GLD has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCU Compañía Cervecerías Unidas S.A. | 3.48% | 3.10% | 3.65% | 2.09% | 5.93% | 12.08% | 4.05% | 6.62% | 3.05% | 1.47% | 1.42% | 1.41% |
GLD SPDR Gold Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CCU vs. GLD - Drawdown Comparison
The maximum CCU drawdown since its inception was -65.68%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for CCU and GLD.
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Drawdown Indicators
| CCU | GLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.68% | -45.56% | -20.12% |
Max Drawdown (1Y)Largest decline over 1 year | -29.80% | -19.21% | -10.59% |
Max Drawdown (5Y)Largest decline over 5 years | -49.89% | -21.03% | -28.86% |
Max Drawdown (10Y)Largest decline over 10 years | -61.79% | -22.00% | -39.79% |
Current DrawdownCurrent decline from peak | -48.96% | -13.23% | -35.73% |
Average DrawdownAverage peak-to-trough decline | -32.46% | -16.17% | -16.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.10% | 5.20% | +11.90% |
Volatility
CCU vs. GLD - Volatility Comparison
Compañía Cervecerías Unidas S.A. (CCU) and SPDR Gold Shares (GLD) have volatilities of 10.88% and 11.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCU | GLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.88% | 11.06% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 21.25% | 24.30% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.32% | 27.80% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.00% | 17.74% | +11.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.07% | 15.87% | +11.20% |