KCDMY vs. IAUM
KCDMY (Kimberly-Clark de Mexico) is a stock, while IAUM (iShares Gold Trust Micro) is Gold fund tracking the LBMA Gold Price PM. Over the past 3 years, KCDMY returned 9.43%/yr vs 31.53%/yr for IAUM. At a 0.17 correlation, their price movements are largely independent.
Performance
KCDMY vs. IAUM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KCDMY achieves a 4.49% return, which is significantly higher than IAUM's 3.00% return.
KCDMY
- 1D
- -0.99%
- 1M
- -1.34%
- YTD
- 4.49%
- 6M
- 7.81%
- 1Y
- 32.34%
- 3Y*
- 9.43%
- 5Y*
- 11.08%
- 10Y*
- 5.33%
IAUM
- 1D
- -0.96%
- 1M
- -1.62%
- YTD
- 3.00%
- 6M
- 5.58%
- 1Y
- 32.42%
- 3Y*
- 31.53%
- 5Y*
- —
- 10Y*
- —
KCDMY vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
KCDMY Kimberly-Clark de Mexico | 4.49% | 55.77% | -28.48% | 40.30% | 15.89% | -10.30% |
IAUM iShares Gold Trust Micro | 3.00% | 64.27% | 27.04% | 13.12% | -0.49% | 3.87% |
Correlation
The correlation between KCDMY and IAUM is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2021 | 0.17 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KCDMY vs. IAUM — Risk / Return Rank
KCDMY
IAUM
KCDMY vs. IAUM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimberly-Clark de Mexico (KCDMY) and iShares Gold Trust Micro (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.
| KCDMY | IAUM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 1.70 | +0.84 |
| Martin ratioReturn relative to average drawdown | 6.59 | 4.22 | +2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| KCDMY | IAUM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.24 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 1.16 | -1.12 |
Drawdowns
KCDMY vs. IAUM - Drawdown Comparison
The maximum KCDMY drawdown since its inception was -74.61%, which is greater than IAUM's maximum drawdown of -20.87%. Use the drawdown chart below to compare losses from any high point for KCDMY and IAUM.
Loading charts...
Drawdown Indicators
| KCDMY | IAUM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.61% | -20.87% | -53.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -19.15% | +6.38% |
Max Drawdown (3Y)Largest decline over 3 years | -39.82% | -19.15% | -20.67% |
Max Drawdown (5Y)Largest decline over 5 years | -39.82% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | — | — |
Current DrawdownCurrent decline from peak | -31.94% | -17.68% | -14.26% |
Average DrawdownAverage peak-to-trough decline | -46.44% | -5.30% | -41.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 7.70% | -2.78% |
Volatility
KCDMY vs. IAUM - Volatility Comparison
Kimberly-Clark de Mexico (KCDMY) has a higher volatility of 6.56% compared to iShares Gold Trust Micro (IAUM) at 5.50%. This indicates that KCDMY's price experiences larger fluctuations and is considered to be riskier than IAUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KCDMY | IAUM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 5.50% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 20.08% | 22.89% | -2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.50% | 26.31% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.30% | 17.86% | +14.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.06% | 17.86% | +16.20% |
Dividends
KCDMY vs. IAUM - Dividend Comparison
KCDMY's dividend yield for the trailing twelve months is around 4.97%, while IAUM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KCDMY Kimberly-Clark de Mexico | 4.97% | 4.82% | 12.08% | 3.96% | 4.24% | 6.72% | 4.70% | 4.08% | 5.16% | 7.20% | 5.68% | 3.98% |
Frequently Asked Questions
KCDMY and IAUM have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KCDMY has higher volatility (6.56%) compared to IAUM (5.50%). In terms of maximum drawdown, KCDMY dropped -74.61% vs IAUM's -20.87%.
IAUM currently has the higher Sharpe Ratio (1.24 vs 1.19), 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.
Find the right allocation for KCDMY and IAUM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer