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FKURF vs. GLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FKURF vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fujikura Ltd (FKURF) and SPDR Gold Shares (GLD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FKURF achieves a -76.93% return, which is significantly lower than GLD's -6.25% return.


FKURF

1D
2.92%
1M
-29.19%
6M
-81.00%
YTD
-76.93%
1Y
-65.98%
3Y*
42.81%
5Y*
10Y*
ALL TIME*
42.08%

GLD

1D
-1.49%
1M
-1.74%
6M
-16.50%
YTD
-6.25%
1Y
20.20%
3Y*
27.22%
5Y*
16.95%
10Y*
11.05%
ALL TIME*
10.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.31M$920.83K$912.25K
$2.38B$2.40B$2.72B

FKURF vs. GLD - Yearly Performance Comparison


2026 (YTD)202520242023
FKURF
Fujikura Ltd
-76.93%147.24%480.56%-8.86%
GLD
SPDR Gold Shares
-6.25%63.68%26.66%6.12%

Correlation

The correlation between FKURF and GLD is 0.08, 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.

0.08

Correlation (3Y)
Balances recent behavior with more history.

0.07

Correlation (All Time)
Calculated using the full available price history since Jun 8, 2023

0.07

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Return for Risk

FKURF vs. GLD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FKURF
FKURF Risk / Return Rank: 2828
Overall Rank
FKURF Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
FKURF Sortino Ratio Rank: 4343
Sortino Ratio Rank
FKURF Omega Ratio Rank: 5050
Omega Ratio Rank
FKURF Calmar Ratio Rank: 1616
Calmar Ratio Rank
FKURF Martin Ratio Rank: 1010
Martin Ratio Rank

GLD
GLD Risk / Return Rank: 3030
Overall Rank
GLD Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
GLD Sortino Ratio Rank: 3131
Sortino Ratio Rank
GLD Omega Ratio Rank: 3535
Omega Ratio Rank
GLD Calmar Ratio Rank: 2727
Calmar Ratio Rank
GLD Martin Ratio Rank: 2424
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FKURF vs. GLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fujikura Ltd (FKURF) and SPDR Gold Shares (GLD). 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.


FKURFGLDDifference
Sharpe ratioReturn per unit of total volatility

-1.31

Sortino ratioReturn per unit of downside risk

-0.78

Omega ratioGain probability vs. loss probability

1.08

1.17

-0.09

Calmar ratioReturn relative to maximum drawdown

-0.74

0.86

-1.60

Martin ratioReturn relative to average drawdown

-1.33

1.86

-3.19

FKURF vs. GLD - Sharpe Ratio Comparison

The current FKURF Sharpe Ratio is -0.50, which is lower than the GLD Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of FKURF and GLD, 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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Drawdowns

FKURF vs. GLD - Drawdown Comparison

The maximum FKURF drawdown since its inception was -89.20%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for FKURF and GLD.


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Drawdown Indicators


FKURFGLDDifference

Max Drawdown

Largest peak-to-trough decline

-89.20%

-45.56%

-43.64%

Max Drawdown (1Y)

Largest decline over 1 year

-89.20%

-26.40%

-62.80%

Max Drawdown (3Y)

Largest decline over 3 years

-89.20%

-26.40%

-62.80%

Max Drawdown (5Y)

Largest decline over 5 years

-26.40%

Max Drawdown (10Y)

Largest decline over 10 years

-26.40%

Current Drawdown

Current decline from peak

-88.00%

-25.08%

-62.92%

Average Drawdown

Average peak-to-trough decline

-15.79%

-16.21%

+0.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

49.76%

12.18%

+37.58%

Volatility

FKURF vs. GLD - Volatility Comparison

Fujikura Ltd (FKURF) has a higher volatility of 26.15% compared to SPDR Gold Shares (GLD) at 6.40%. This indicates that FKURF's price experiences larger fluctuations and is considered to be riskier than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FKURFGLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

26.15%

6.40%

+19.75%

Volatility (6M)

Calculated over the trailing 6-month period

202.27%

23.52%

+178.75%

Volatility (1Y)

Calculated over the trailing 1-year period

133.83%

28.13%

+105.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

95.42%

18.49%

+76.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

95.42%

16.14%

+79.28%

Dividends

FKURF vs. GLD - Dividend Comparison

Neither FKURF nor GLD has paid dividends to shareholders.


PositionTTM2025
FKURF
Fujikura Ltd
0.00%0.29%
GLD
SPDR Gold Shares
0.00%0.00%

Frequently Asked Questions


FKURF and GLD 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.

FKURF has higher volatility (26.15%) compared to GLD (6.40%). In terms of maximum drawdown, FKURF dropped -89.20% vs GLD's -45.56%.

GLD currently has the higher Sharpe Ratio (0.81 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.

Portfolio Optimizer

Find the right allocation for FKURF and GLD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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