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ENGY.L vs. SGLN.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENGY.L vs. SGLN.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in SPDR® MSCI Europe Energy UCITS ETF (ENGY.L) and iShares Physical Gold ETC (SGLN.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ENGY.L is traded in EUR, while SGLN.L is traded in GBp. To make them comparable, the SGLN.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ENGY.L achieves a 36.00% return, which is significantly higher than SGLN.L's 4.16% return. Over the past 10 years, ENGY.L has underperformed SGLN.L with an annualized return of 11.49%, while SGLN.L has yielded a comparatively higher 13.17% annualized return.


ENGY.L

1D
1.97%
1M
-0.86%
YTD
36.00%
6M
32.37%
1Y
53.57%
3Y*
17.81%
5Y*
20.20%
10Y*
11.49%

SGLN.L

1D
-1.19%
1M
-2.98%
YTD
4.16%
6M
5.48%
1Y
29.71%
3Y*
27.69%
5Y*
19.81%
10Y*
13.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENGY.L vs. SGLN.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENGY.L
SPDR® MSCI Europe Energy UCITS ETF
36.00%14.96%-5.53%7.23%38.81%36.72%-31.68%12.44%-2.32%4.96%
SGLN.L
iShares Physical Gold ETC
4.16%45.64%34.39%9.51%6.07%3.76%13.12%21.93%3.07%-2.32%

Correlation

The correlation between ENGY.L and SGLN.L is 0.02, 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

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.04

Correlation (All Time)
Calculated using the full available price history since Feb 19, 2015

0.04

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Return for Risk

ENGY.L vs. SGLN.L — Risk / Return Rank

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

ENGY.L
ENGY.L Risk / Return Rank: 7373
Overall Rank
ENGY.L Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
ENGY.L Sortino Ratio Rank: 6161
Sortino Ratio Rank
ENGY.L Omega Ratio Rank: 6969
Omega Ratio Rank
ENGY.L Calmar Ratio Rank: 8484
Calmar Ratio Rank
ENGY.L Martin Ratio Rank: 7676
Martin Ratio Rank

SGLN.L
SGLN.L Risk / Return Rank: 3737
Overall Rank
SGLN.L Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SGLN.L Sortino Ratio Rank: 3434
Sortino Ratio Rank
SGLN.L Omega Ratio Rank: 4343
Omega Ratio Rank
SGLN.L Calmar Ratio Rank: 3737
Calmar Ratio Rank
SGLN.L Martin Ratio Rank: 3333
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.

ENGY.L vs. SGLN.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR® MSCI Europe Energy UCITS ETF (ENGY.L) and iShares Physical Gold ETC (SGLN.L). 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.


ENGY.LSGLN.LDifference
Sharpe ratioReturn per unit of total volatility

+1.11

Sortino ratioReturn per unit of downside risk

+1.15

Omega ratioGain probability vs. loss probability

1.41

1.25

+0.16

Calmar ratioReturn relative to maximum drawdown

4.55

1.75

+2.80

Martin ratioReturn relative to average drawdown

14.59

4.51

+10.08

ENGY.L vs. SGLN.L - Sharpe Ratio Comparison

The current ENGY.L Sharpe Ratio is 2.38, which is higher than the SGLN.L Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of ENGY.L and SGLN.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ENGY.LSGLN.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.38

1.28

+1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

1.21

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.88

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.57

-0.15

Drawdowns

ENGY.L vs. SGLN.L - Drawdown Comparison

The maximum ENGY.L drawdown since its inception was -58.56%, which is greater than SGLN.L's maximum drawdown of -37.02%. Use the drawdown chart below to compare losses from any high point for ENGY.L and SGLN.L.


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Drawdown Indicators


ENGY.LSGLN.LDifference

Max Drawdown

Largest peak-to-trough decline

-58.56%

-37.02%

-21.54%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

-16.91%

+5.18%

Max Drawdown (3Y)

Largest decline over 3 years

-26.50%

-16.91%

-9.59%

Max Drawdown (5Y)

Largest decline over 5 years

-26.50%

-16.91%

-9.59%

Max Drawdown (10Y)

Largest decline over 10 years

-58.56%

-18.37%

-40.19%

Current Drawdown

Current decline from peak

-5.46%

-15.88%

+10.42%

Average Drawdown

Average peak-to-trough decline

-13.00%

-13.26%

+0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.66%

6.57%

-2.91%

Volatility

ENGY.L vs. SGLN.L - Volatility Comparison

SPDR® MSCI Europe Energy UCITS ETF (ENGY.L) has a higher volatility of 8.12% compared to iShares Physical Gold ETC (SGLN.L) at 5.01%. This indicates that ENGY.L's price experiences larger fluctuations and is considered to be riskier than SGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ENGY.LSGLN.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.12%

5.01%

+3.11%

Volatility (6M)

Calculated over the trailing 6-month period

19.19%

20.20%

-1.01%

Volatility (1Y)

Calculated over the trailing 1-year period

22.41%

23.20%

-0.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.63%

16.40%

+8.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.02%

14.94%

+15.08%

Dividends

ENGY.L vs. SGLN.L - Dividend Comparison

Neither ENGY.L nor SGLN.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


ENGY.L and SGLN.L have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENGY.L is categorized as Energy Equities, while SGLN.L is Precious Metals. ENGY.L tracks MSCI World/Energy NR USD, while SGLN.L tracks LBMA Gold Price. They also come from different issuers: State Street and iShares.

Portfolio Optimizer

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