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INRUSD=X vs. XAUUSD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

INRUSD=X vs. XAUUSD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in INR/USD (INRUSD=X) and Gold Spot Price US Dollar (XAUUSD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with INRUSD=X having a -5.74% return and XAUUSD=X slightly lower at -5.84%. Over the past 10 years, INRUSD=X has underperformed XAUUSD=X with an annualized return of -3.48%, while XAUUSD=X has yielded a comparatively higher 11.80% annualized return.


INRUSD=X

1D
0.00%
1M
-0.21%
6M
-5.48%
YTD
-5.74%
1Y
-9.89%
3Y*
-4.89%
5Y*
-4.79%
10Y*
-3.48%

XAUUSD=X

1D
-1.22%
1M
-3.51%
6M
-10.93%
YTD
-5.84%
1Y
21.30%
3Y*
27.57%
5Y*
17.63%
10Y*
11.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INRUSD=X vs. XAUUSD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INRUSD=X
INR/USD
-5.74%-4.77%-2.75%-0.51%-10.00%-1.98%-2.17%-2.51%-8.37%6.46%
XAUUSD=X
Gold Spot Price US Dollar
-5.84%64.75%27.24%13.14%-0.25%-3.50%24.55%18.77%-1.71%13.14%

Correlation

The correlation between INRUSD=X and XAUUSD=X is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.19

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Aug 17, 2007

0.19

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Return for Risk

INRUSD=X vs. XAUUSD=X — Risk / Return Rank

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

INRUSD=X
INRUSD=X Risk / Return Rank: 11
Overall Rank
INRUSD=X Sharpe Ratio Rank: 22
Sharpe Ratio Rank
INRUSD=X Sortino Ratio Rank: 11
Sortino Ratio Rank
INRUSD=X Omega Ratio Rank: 33
Omega Ratio Rank
INRUSD=X Calmar Ratio Rank: 11
Calmar Ratio Rank
INRUSD=X Martin Ratio Rank: 00
Martin Ratio Rank

XAUUSD=X
XAUUSD=X Risk / Return Rank: 7878
Overall Rank
XAUUSD=X Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
XAUUSD=X Sortino Ratio Rank: 7979
Sortino Ratio Rank
XAUUSD=X Omega Ratio Rank: 8282
Omega Ratio Rank
XAUUSD=X Calmar Ratio Rank: 7676
Calmar Ratio Rank
XAUUSD=X Martin Ratio Rank: 7575
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.

INRUSD=X vs. XAUUSD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for INR/USD (INRUSD=X) and Gold Spot Price US Dollar (XAUUSD=X). 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.


INRUSD=XXAUUSD=XDifference
Sharpe ratioReturn per unit of total volatility

-2.58

Sortino ratioReturn per unit of downside risk

-3.61

Omega ratioGain probability vs. loss probability

0.74

1.15

-0.41

Calmar ratioReturn relative to maximum drawdown

-1.03

0.64

-1.68

Martin ratioReturn relative to average drawdown

-1.83

1.56

-3.39

INRUSD=X vs. XAUUSD=X - Sharpe Ratio Comparison

The current INRUSD=X Sharpe Ratio is -1.87, which is lower than the XAUUSD=X Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of INRUSD=X and XAUUSD=X, 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

INRUSD=X vs. XAUUSD=X - Drawdown Comparison

The maximum INRUSD=X drawdown since its inception was -59.46%, which is greater than XAUUSD=X's maximum drawdown of -44.69%. Use the drawdown chart below to compare losses from any high point for INRUSD=X and XAUUSD=X.


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Drawdown Indicators


INRUSD=XXAUUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-59.46%

-44.69%

-14.77%

Max Drawdown (1Y)

Largest decline over 1 year

-11.05%

-26.19%

+15.14%

Max Drawdown (3Y)

Largest decline over 3 years

-15.26%

-26.19%

+10.93%

Max Drawdown (5Y)

Largest decline over 5 years

-24.40%

-26.19%

+1.79%

Max Drawdown (10Y)

Largest decline over 10 years

-34.39%

-26.19%

-8.20%

Current Drawdown

Current decline from peak

-58.94%

-24.88%

-34.06%

Average Drawdown

Average peak-to-trough decline

-37.17%

-16.55%

-20.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.08%

12.00%

-6.92%

Volatility

INRUSD=X vs. XAUUSD=X - Volatility Comparison

The current volatility for INR/USD (INRUSD=X) is 1.55%, while Gold Spot Price US Dollar (XAUUSD=X) has a volatility of 5.69%. This indicates that INRUSD=X experiences smaller price fluctuations and is considered to be less risky than XAUUSD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INRUSD=XXAUUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.55%

5.69%

-4.14%

Volatility (6M)

Calculated over the trailing 6-month period

4.88%

17.26%

-12.38%

Volatility (1Y)

Calculated over the trailing 1-year period

5.06%

23.93%

-18.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.31%

16.87%

-12.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.04%

15.20%

-10.16%

Frequently Asked Questions


INRUSD=X and XAUUSD=X have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

XAUUSD=X has higher volatility (5.69%) compared to INRUSD=X (1.55%). In terms of maximum drawdown, INRUSD=X dropped -59.46% vs XAUUSD=X's -44.69%.

XAUUSD=X currently has the higher Sharpe Ratio (0.71 vs -1.87), 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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