EPGFX vs. IAUM

In the year-to-date period, EPGFX achieves a 28.42% return, which is significantly higher than IAUM's 23.27% return.

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EPGFX has a 1.40% expense ratio, which is higher than IAUM's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for EuroPac Gold Fund (EPGFX) and iShares Gold Trust Micro ETF of Benef Interest (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.

The current EPGFX Sharpe Ratio is 0.80, which is lower than the IAUM Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of EPGFX and IAUM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EPGFX's dividend yield for the trailing twelve months is around 8.07%, while IAUM has not paid dividends to shareholders.

The maximum EPGFX drawdown since its inception was -57.97%, which is greater than IAUM's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for EPGFX and IAUM. For additional features, visit the drawdowns tool.

EuroPac Gold Fund (EPGFX) has a higher volatility of 10.03% compared to iShares Gold Trust Micro ETF of Benef Interest (IAUM) at 8.83%. This indicates that EPGFX'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.