CHLSY vs. IAUM
CHLSY (Chocoladefabriken Lindt & Sprüngli AG) is a stock, while IAUM (iShares Gold Trust Micro) is Gold fund tracking the LBMA Gold Price PM. Over the past 3 years, CHLSY returned -0.77%/yr vs 29.63%/yr for IAUM. At a 0.01 correlation, their price movements are largely independent.
Performance
CHLSY vs. IAUM - Performance Comparison
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Returns By Period
In the year-to-date period, CHLSY achieves a -19.51% return, which is significantly lower than IAUM's -2.86% return.
CHLSY
- 1D
- -0.16%
- 1M
- -4.35%
- YTD
- -19.51%
- 6M
- -23.07%
- 1Y
- -28.32%
- 3Y*
- -0.77%
- 5Y*
- —
- 10Y*
- —
IAUM
- 1D
- -0.62%
- 1M
- -7.06%
- YTD
- -2.86%
- 6M
- -5.65%
- 1Y
- 24.40%
- 3Y*
- 29.63%
- 5Y*
- —
- 10Y*
- —
CHLSY vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CHLSY Chocoladefabriken Lindt & Sprüngli AG | -19.51% | 27.88% | -7.36% | -87.30% | 0.00% |
IAUM iShares Gold Trust Micro | -2.86% | 64.27% | 27.04% | 13.12% | 9.21% |
Correlation
The correlation between CHLSY and IAUM is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2022 | 0.01 |
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Return for Risk
CHLSY vs. IAUM — Risk / Return Rank
CHLSY
IAUM
CHLSY vs. IAUM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chocoladefabriken Lindt & Sprüngli AG (CHLSY) and iShares Gold Trust Micro (IAUM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHLSY | IAUM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.58 | ||
| Sortino ratioReturn per unit of downside risk | -2.04 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.19 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | 1.01 | -1.85 |
| Martin ratioReturn relative to average drawdown | -1.60 | 2.74 | -4.34 |
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Drawdowns
CHLSY vs. IAUM - Drawdown Comparison
The maximum CHLSY drawdown since its inception was -89.62%, which is greater than IAUM's maximum drawdown of -24.37%. Use the drawdown chart below to compare losses from any high point for CHLSY and IAUM.
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Drawdown Indicators
| CHLSY | IAUM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.62% | -24.37% | -65.25% |
Max Drawdown (1Y)Largest decline over 1 year | -33.74% | -24.37% | -9.37% |
Max Drawdown (3Y)Largest decline over 3 years | -33.74% | -24.37% | -9.37% |
Current DrawdownCurrent decline from peak | -87.89% | -22.36% | -65.53% |
Average DrawdownAverage peak-to-trough decline | -77.92% | -5.45% | -72.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.71% | 8.94% | +8.77% |
Volatility
CHLSY vs. IAUM - Volatility Comparison
Chocoladefabriken Lindt & Sprüngli AG (CHLSY) has a higher volatility of 8.80% compared to iShares Gold Trust Micro (IAUM) at 7.99%. This indicates that CHLSY's price experiences larger fluctuations and is considered to be riskier than IAUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHLSY | IAUM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 7.99% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 32.82% | 24.04% | +8.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.00% | 27.25% | +14.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.75% | 18.09% | +44.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.75% | 18.09% | +44.66% |
Dividends
CHLSY vs. IAUM - Dividend Comparison
CHLSY's dividend yield for the trailing twelve months is around 2.02%, while IAUM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CHLSY Chocoladefabriken Lindt & Sprüngli AG | 2.02% | 1.17% | 1.39% | 1.11% |
IAUM iShares Gold Trust Micro | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
CHLSY and IAUM have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHLSY has higher volatility (8.80%) compared to IAUM (7.99%). In terms of maximum drawdown, CHLSY dropped -89.62% vs IAUM's -24.37%.
IAUM currently has the higher Sharpe Ratio (0.90 vs -0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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