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KILO.TO vs. ZGLD.SW
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

KILO.TO vs. ZGLD.SW - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Purpose Gold Bullion Fund (KILO.TO) and Swisscanto (CH) Gold ETF EA CHF (ZGLD.SW). The values are adjusted to include any dividend payments, if applicable.

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KILO.TO vs. ZGLD.SW - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
KILO.TO
Purpose Gold Bullion Fund
8.08%60.17%25.97%12.15%-0.90%-4.72%22.91%18.86%2.75%
ZGLD.SW
Swisscanto (CH) Gold ETF EA CHF
8.29%58.60%36.26%10.70%6.00%-4.60%21.23%13.39%8.50%
Different Trading Currencies

KILO.TO is traded in CAD, while ZGLD.SW is traded in CHF. To make them comparable, the ZGLD.SW values have been converted to CAD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with KILO.TO having a 8.08% return and ZGLD.SW slightly higher at 8.29%.


KILO.TO

1D
3.92%
1M
-11.13%
YTD
8.08%
6M
19.90%
1Y
45.80%
3Y*
31.34%
5Y*
20.61%
10Y*

ZGLD.SW

1D
2.30%
1M
-9.52%
YTD
8.29%
6M
20.35%
1Y
43.76%
3Y*
33.78%
5Y*
23.83%
10Y*
14.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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KILO.TO vs. ZGLD.SW - Expense Ratio Comparison


Return for Risk

KILO.TO vs. ZGLD.SW — Risk / Return Rank

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

KILO.TO
KILO.TO Risk / Return Rank: 8484
Overall Rank
KILO.TO Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
KILO.TO Sortino Ratio Rank: 8484
Sortino Ratio Rank
KILO.TO Omega Ratio Rank: 8282
Omega Ratio Rank
KILO.TO Calmar Ratio Rank: 8686
Calmar Ratio Rank
KILO.TO Martin Ratio Rank: 8484
Martin Ratio Rank

ZGLD.SW
ZGLD.SW Risk / Return Rank: 8080
Overall Rank
ZGLD.SW Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
ZGLD.SW Sortino Ratio Rank: 7878
Sortino Ratio Rank
ZGLD.SW Omega Ratio Rank: 7777
Omega Ratio Rank
ZGLD.SW Calmar Ratio Rank: 8383
Calmar Ratio Rank
ZGLD.SW Martin Ratio Rank: 8282
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.

KILO.TO vs. ZGLD.SW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Purpose Gold Bullion Fund (KILO.TO) and Swisscanto (CH) Gold ETF EA CHF (ZGLD.SW). 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.


KILO.TOZGLD.SWDifference

Sharpe ratio

Return per unit of total volatility

1.67

1.81

-0.14

Sortino ratio

Return per unit of downside risk

2.13

2.31

-0.18

Omega ratio

Gain probability vs. loss probability

1.31

1.33

-0.02

Calmar ratio

Return relative to maximum drawdown

2.45

2.88

-0.44

Martin ratio

Return relative to average drawdown

9.04

11.38

-2.34

KILO.TO vs. ZGLD.SW - Sharpe Ratio Comparison

The current KILO.TO Sharpe Ratio is 1.67, which is comparable to the ZGLD.SW Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of KILO.TO and ZGLD.SW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KILO.TOZGLD.SWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.67

1.81

-0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.17

1.49

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

Sharpe Ratio (All Time)

Calculated using the full available price history

1.10

0.65

+0.45

Correlation

The correlation between KILO.TO and ZGLD.SW is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

KILO.TO vs. ZGLD.SW - Dividend Comparison

Neither KILO.TO nor ZGLD.SW has paid dividends to shareholders.


TTM202520242023202220212020
KILO.TO
Purpose Gold Bullion Fund
0.00%0.00%0.00%0.00%0.00%0.00%1.41%
ZGLD.SW
Swisscanto (CH) Gold ETF EA CHF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

KILO.TO vs. ZGLD.SW - Drawdown Comparison

The maximum KILO.TO drawdown since its inception was -22.67%, smaller than the maximum ZGLD.SW drawdown of -32.82%. Use the drawdown chart below to compare losses from any high point for KILO.TO and ZGLD.SW.


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Drawdown Indicators


KILO.TOZGLD.SWDifference

Max Drawdown

Largest peak-to-trough decline

-22.67%

-38.49%

+15.82%

Max Drawdown (1Y)

Largest decline over 1 year

-19.62%

-16.91%

-2.71%

Max Drawdown (5Y)

Largest decline over 5 years

-21.31%

-16.94%

-4.37%

Max Drawdown (10Y)

Largest decline over 10 years

-16.94%

Current Drawdown

Current decline from peak

-13.50%

-10.76%

-2.74%

Average Drawdown

Average peak-to-trough decline

-7.02%

-14.24%

+7.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.31%

4.39%

+0.92%

Volatility

KILO.TO vs. ZGLD.SW - Volatility Comparison

Purpose Gold Bullion Fund (KILO.TO) and Swisscanto (CH) Gold ETF EA CHF (ZGLD.SW) have volatilities of 11.21% and 10.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KILO.TOZGLD.SWDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.21%

10.80%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

23.93%

20.83%

+3.10%

Volatility (1Y)

Calculated over the trailing 1-year period

27.59%

24.56%

+3.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.66%

16.05%

+1.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.04%

15.21%

+2.83%