Correlation
The correlation between EPIVX and GOLD is 0.16, 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.
EPIVX vs. GOLD
Compare and contrast key facts about EuroPac International Value Fund (EPIVX) and Barrick Gold Corporation (GOLD).
EPIVX is managed by Euro Pacific Asset Management. It was launched on Apr 6, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPIVX or GOLD.
Performance
EPIVX vs. GOLD - Performance Comparison
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Key characteristics
EPIVX:
1.41
GOLD:
0.39
EPIVX:
1.86
GOLD:
0.79
EPIVX:
1.26
GOLD:
1.10
EPIVX:
1.75
GOLD:
0.22
EPIVX:
4.43
GOLD:
1.11
EPIVX:
4.19%
GOLD:
12.87%
EPIVX:
13.83%
GOLD:
35.51%
EPIVX:
-49.29%
GOLD:
-88.51%
EPIVX:
-0.17%
GOLD:
-56.00%
Returns By Period
In the year-to-date period, EPIVX achieves a 17.82% return, which is significantly lower than GOLD's 23.40% return. Over the past 10 years, EPIVX has underperformed GOLD with an annualized return of 6.05%, while GOLD has yielded a comparatively higher 6.65% annualized return.
EPIVX
17.82%
1.17%
11.92%
19.40%
8.63%
11.43%
6.05%
GOLD
23.40%
-0.11%
9.36%
13.65%
0.05%
-1.95%
6.65%
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Risk-Adjusted Performance
EPIVX vs. GOLD — Risk-Adjusted Performance Rank
EPIVX
GOLD
EPIVX vs. GOLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EuroPac International Value Fund (EPIVX) and Barrick Gold Corporation (GOLD). 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.
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Dividends
EPIVX vs. GOLD - Dividend Comparison
EPIVX's dividend yield for the trailing twelve months is around 1.55%, less than GOLD's 2.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPIVX EuroPac International Value Fund | 1.55% | 1.83% | 2.22% | 1.52% | 1.62% | 0.90% | 1.45% | 1.62% | 1.58% | 5.04% | 2.30% | 8.24% |
GOLD Barrick Gold Corporation | 2.63% | 2.58% | 2.21% | 3.78% | 1.89% | 1.36% | 0.70% | 1.40% | 0.83% | 0.50% | 1.90% | 1.87% |
Drawdowns
EPIVX vs. GOLD - Drawdown Comparison
The maximum EPIVX drawdown since its inception was -49.29%, smaller than the maximum GOLD drawdown of -88.51%. Use the drawdown chart below to compare losses from any high point for EPIVX and GOLD.
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Volatility
EPIVX vs. GOLD - Volatility Comparison
The current volatility for EuroPac International Value Fund (EPIVX) is 4.30%, while Barrick Gold Corporation (GOLD) has a volatility of 11.04%. This indicates that EPIVX experiences smaller price fluctuations and is considered to be less risky than GOLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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