PortfoliosLab logoPortfoliosLab logo
GOLY vs. QLEIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GOLY vs. QLEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategy Shares Gold-Hedged Bond ETF (GOLY) and AQR Long-Short Equity Fund (QLEIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

GOLY vs. QLEIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
GOLY
Strategy Shares Gold-Hedged Bond ETF
-14.67%57.98%19.82%12.74%-19.96%-1.30%
QLEIX
AQR Long-Short Equity Fund
-3.26%34.43%30.50%23.95%19.18%0.49%

Returns By Period

In the year-to-date period, GOLY achieves a -14.67% return, which is significantly lower than QLEIX's -3.26% return.


GOLY

1D
1.45%
1M
-26.37%
YTD
-14.67%
6M
-7.13%
1Y
14.96%
3Y*
18.13%
5Y*
10Y*

QLEIX

1D
0.54%
1M
-2.71%
YTD
-3.26%
6M
4.53%
1Y
19.60%
3Y*
26.54%
5Y*
22.51%
10Y*
11.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GOLY vs. QLEIX - Expense Ratio Comparison

GOLY has a 0.79% expense ratio, which is lower than QLEIX's 1.30% expense ratio.


Return for Risk

GOLY vs. QLEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GOLY
GOLY Risk / Return Rank: 2828
Overall Rank
GOLY Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
GOLY Sortino Ratio Rank: 2828
Sortino Ratio Rank
GOLY Omega Ratio Rank: 3030
Omega Ratio Rank
GOLY Calmar Ratio Rank: 2828
Calmar Ratio Rank
GOLY Martin Ratio Rank: 3030
Martin Ratio Rank

QLEIX
QLEIX Risk / Return Rank: 9494
Overall Rank
QLEIX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
QLEIX Sortino Ratio Rank: 9494
Sortino Ratio Rank
QLEIX Omega Ratio Rank: 9494
Omega Ratio Rank
QLEIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
QLEIX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GOLY vs. QLEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategy Shares Gold-Hedged Bond ETF (GOLY) and AQR Long-Short Equity Fund (QLEIX). 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.


GOLYQLEIXDifference

Sharpe ratio

Return per unit of total volatility

0.45

2.30

-1.85

Sortino ratio

Return per unit of downside risk

0.77

2.98

-2.20

Omega ratio

Gain probability vs. loss probability

1.11

1.47

-0.36

Calmar ratio

Return relative to maximum drawdown

0.61

2.88

-2.28

Martin ratio

Return relative to average drawdown

2.44

11.49

-9.05

GOLY vs. QLEIX - Sharpe Ratio Comparison

The current GOLY Sharpe Ratio is 0.45, which is lower than the QLEIX Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of GOLY and QLEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


GOLYQLEIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

2.30

-1.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

1.11

-0.75

Correlation

The correlation between GOLY and QLEIX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

GOLY vs. QLEIX - Dividend Comparison

GOLY's dividend yield for the trailing twelve months is around 9.09%, more than QLEIX's 1.81% yield.


TTM20252024202320222021202020192018201720162015
GOLY
Strategy Shares Gold-Hedged Bond ETF
9.09%7.22%3.85%2.94%2.57%1.11%0.00%0.00%0.00%0.00%0.00%0.00%
QLEIX
AQR Long-Short Equity Fund
1.81%1.75%7.12%20.88%14.15%0.00%1.57%0.00%6.03%9.11%3.01%4.98%

Drawdowns

GOLY vs. QLEIX - Drawdown Comparison

The maximum GOLY drawdown since its inception was -35.99%, smaller than the maximum QLEIX drawdown of -38.11%. Use the drawdown chart below to compare losses from any high point for GOLY and QLEIX.


Loading graphics...

Drawdown Indicators


GOLYQLEIXDifference

Max Drawdown

Largest peak-to-trough decline

-35.99%

-38.11%

+2.12%

Max Drawdown (1Y)

Largest decline over 1 year

-27.42%

-6.49%

-20.93%

Max Drawdown (5Y)

Largest decline over 5 years

-17.07%

Max Drawdown (10Y)

Largest decline over 10 years

-38.11%

Current Drawdown

Current decline from peak

-26.37%

-3.85%

-22.52%

Average Drawdown

Average peak-to-trough decline

-11.32%

-7.80%

-3.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.80%

1.63%

+5.17%

Volatility

GOLY vs. QLEIX - Volatility Comparison

Strategy Shares Gold-Hedged Bond ETF (GOLY) has a higher volatility of 13.19% compared to AQR Long-Short Equity Fund (QLEIX) at 1.87%. This indicates that GOLY's price experiences larger fluctuations and is considered to be riskier than QLEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


GOLYQLEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.19%

1.87%

+11.32%

Volatility (6M)

Calculated over the trailing 6-month period

29.34%

4.89%

+24.45%

Volatility (1Y)

Calculated over the trailing 1-year period

33.41%

8.63%

+24.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.90%

10.23%

+11.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.90%

10.55%

+11.35%