FSAGX vs. IAUM

In the year-to-date period, FSAGX achieves a 49.72% return, which is significantly higher than IAUM's 26.86% return.

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FSAGX has a 0.76% expense ratio, which is higher than IAUM's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Gold Portfolio (FSAGX) 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 FSAGX Sharpe Ratio is 1.75, which is comparable to the IAUM Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of FSAGX 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.

FSAGX's dividend yield for the trailing twelve months is around 2.30%, while IAUM has not paid dividends to shareholders.

The maximum FSAGX drawdown since its inception was -77.21%, which is greater than IAUM's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for FSAGX and IAUM. For additional features, visit the drawdowns tool.