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 -0.96%/yr vs 27.63%/yr for IAUM. Their -0.00 correlation means their historical movements had little consistent relationship.
Performance
CHLSY vs. IAUM - Performance Comparison
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Returns By Period
In the year-to-date period, CHLSY achieves a -18.82% return, which is significantly lower than IAUM's -6.09% return.
CHLSY
- 1D
- -0.52%
- 1M
- -4.33%
- 6M
- -17.85%
- YTD
- -18.82%
- 1Y
- -19.77%
- 3Y*
- -0.96%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -42.47%
IAUM
- 1D
- -1.46%
- 1M
- -1.68%
- 6M
- -16.73%
- YTD
- -6.09%
- 1Y
- 20.58%
- 3Y*
- 27.63%
- 5Y*
- 17.35%
- 10Y*
- —
- ALL TIME*
- 17.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.04M | $1.06M | $1.20M | |
| $77.48M | $77.88M | $93.44M |
CHLSY vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CHLSY Chocoladefabriken Lindt & Sprüngli AG | -18.82% | 27.88% | -7.36% | -87.30% | 0.00% |
IAUM iShares Gold Trust Micro | -6.09% | 64.27% | 27.04% | 13.12% | 9.21% |
Correlation
The correlation between CHLSY and IAUM is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.06 |
Correlation (3Y) Balances recent behavior with more history. | -0.01 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2022 | 0.00 |
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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 | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.66 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.17 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 0.88 | -1.50 |
| Martin ratioReturn relative to average drawdown | -1.09 | 1.90 | -2.99 |
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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 -26.31%. 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% | -26.31% | -63.31% |
Max Drawdown (1Y)Largest decline over 1 year | -33.93% | -26.31% | -7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -34.51% | -26.31% | -8.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.31% | — |
Current DrawdownCurrent decline from peak | -87.79% | -24.95% | -62.84% |
Average DrawdownAverage peak-to-trough decline | -78.21% | -5.87% | -72.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.18% | 12.14% | +7.04% |
Volatility
CHLSY vs. IAUM - Volatility Comparison
Chocoladefabriken Lindt & Sprüngli AG (CHLSY) has a higher volatility of 9.13% compared to iShares Gold Trust Micro (IAUM) at 6.29%. 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 | 9.13% | 6.29% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 30.45% | 23.21% | +7.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.61% | 27.81% | +13.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 62.02% | 18.33% | +43.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 62.02% | 18.19% | +43.83% |
Dividends
CHLSY vs. IAUM - Dividend Comparison
CHLSY's dividend yield for the trailing twelve months is around 2.00%, while IAUM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CHLSY Chocoladefabriken Lindt & Sprüngli AG | 2.00% | 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 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHLSY has higher volatility (9.13%) compared to IAUM (6.29%). In terms of maximum drawdown, CHLSY dropped -89.62% vs IAUM's -26.31%.
IAUM currently has the higher Sharpe Ratio (0.83 vs -0.50), 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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