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GLD vs. CF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GLD vs. CF - Performance Comparison

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

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Returns By Period

In the year-to-date period, GLD achieves a -6.25% return, which is significantly lower than CF's 63.40% return. Over the past 10 years, GLD has underperformed CF with an annualized return of 11.05%, while CF has yielded a comparatively higher 20.99% annualized return.


GLD

1D
-1.49%
1M
0.25%
6M
-16.50%
YTD
-6.25%
1Y
22.64%
3Y*
27.22%
5Y*
16.95%
10Y*
11.05%
ALL TIME*
10.28%

CF

1D
-0.46%
1M
15.75%
6M
35.55%
YTD
63.40%
1Y
37.75%
3Y*
18.16%
5Y*
24.12%
10Y*
20.99%
ALL TIME*
21.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$259.19M$278.77M$321.72M
$2.38B$2.40B$2.72B

GLD vs. CF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLD
SPDR Gold Shares
-6.25%63.68%26.66%12.69%-0.77%-4.15%24.81%17.86%-1.94%12.81%
CF
CF Industries Holdings, Inc.
63.40%-7.17%10.08%-4.75%22.29%87.18%-15.76%12.73%5.13%40.24%

Correlation

The correlation between GLD and CF is -0.04, 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.

-0.04

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

0.08

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.08

Correlation (10Y)
Provides a long-term view across more market conditions.

0.02

Correlation (All Time)
Calculated using the full available price history since Aug 11, 2005

0.11

The correlation between GLD and CF shifts across timeframes, from -0.04 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

GLD vs. CF — Risk / Return Rank

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

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

CF
CF Risk / Return Rank: 7272
Overall Rank
CF Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
CF Sortino Ratio Rank: 7070
Sortino Ratio Rank
CF Omega Ratio Rank: 6868
Omega Ratio Rank
CF Calmar Ratio Rank: 7474
Calmar Ratio Rank
CF Martin Ratio Rank: 7373
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.

GLD vs. CF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Gold Shares (GLD) and CF Industries Holdings, Inc. (CF). 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.


GLDCFDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-0.30

Omega ratioGain probability vs. loss probability

1.17

1.18

-0.01

Calmar ratioReturn relative to maximum drawdown

0.86

1.49

-0.63

Martin ratioReturn relative to average drawdown

1.86

3.31

-1.45

GLD vs. CF - Sharpe Ratio Comparison

The current GLD Sharpe Ratio is 0.81, which is comparable to the CF Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of GLD and CF, 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

GLD vs. CF - Drawdown Comparison

The maximum GLD drawdown since its inception was -45.56%, smaller than the maximum CF drawdown of -76.73%. Use the drawdown chart below to compare losses from any high point for GLD and CF.


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Drawdown Indicators


GLDCFDifference

Max Drawdown

Largest peak-to-trough decline

-45.56%

-76.73%

+31.17%

Max Drawdown (1Y)

Largest decline over 1 year

-26.40%

-25.45%

-0.95%

Max Drawdown (3Y)

Largest decline over 3 years

-26.40%

-29.16%

+2.76%

Max Drawdown (5Y)

Largest decline over 5 years

-26.40%

-48.36%

+21.96%

Max Drawdown (10Y)

Largest decline over 10 years

-26.40%

-60.74%

+34.34%

Current Drawdown

Current decline from peak

-25.08%

-8.65%

-16.43%

Average Drawdown

Average peak-to-trough decline

-16.21%

-24.87%

+8.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.18%

11.44%

+0.74%

Volatility

GLD vs. CF - Volatility Comparison

The current volatility for SPDR Gold Shares (GLD) is 6.40%, while CF Industries Holdings, Inc. (CF) has a volatility of 10.07%. This indicates that GLD experiences smaller price fluctuations and is considered to be less risky than CF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLDCFDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

10.07%

-3.67%

Volatility (6M)

Calculated over the trailing 6-month period

23.52%

35.61%

-12.09%

Volatility (1Y)

Calculated over the trailing 1-year period

28.13%

42.03%

-13.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.49%

38.14%

-19.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.14%

40.08%

-23.94%

Dividends

GLD vs. CF - Dividend Comparison

GLD has not paid dividends to shareholders, while CF's dividend yield for the trailing twelve months is around 1.60%.


PositionTTM20252024202320222021202020192018201720162015
CF
CF Industries Holdings, Inc.
1.60%2.59%2.34%2.01%1.76%1.70%3.10%2.51%2.76%2.82%3.81%2.94%
GLD
SPDR Gold Shares
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


GLD and CF have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CF has higher volatility (10.07%) compared to GLD (6.40%). In terms of maximum drawdown, GLD dropped -45.56% vs CF's -76.73%.

CF currently has the higher Sharpe Ratio (0.90 vs 0.81), 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

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