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OUNZ vs. GOLD.AS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

OUNZ vs. GOLD.AS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Merk Gold Trust (OUNZ) and Amundi Physical Gold ETC C (GOLD.AS). The values are adjusted to include any dividend payments, if applicable.

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OUNZ vs. GOLD.AS - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
OUNZ
VanEck Merk Gold Trust
8.61%63.95%26.75%12.83%-0.51%-4.00%24.71%18.06%
GOLD.AS
Amundi Physical Gold ETC C
6.85%64.94%26.36%13.35%-0.13%-4.09%24.31%18.40%

Returns By Period

In the year-to-date period, OUNZ achieves a 8.61% return, which is significantly higher than GOLD.AS's 6.85% return.


OUNZ

1D
3.75%
1M
-11.06%
YTD
8.61%
6M
21.13%
1Y
49.47%
3Y*
33.11%
5Y*
21.74%
10Y*
14.00%

GOLD.AS

1D
1.74%
1M
-11.92%
YTD
6.85%
6M
20.04%
1Y
47.58%
3Y*
32.41%
5Y*
21.53%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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OUNZ vs. GOLD.AS - Expense Ratio Comparison

OUNZ has a 0.25% expense ratio, which is higher than GOLD.AS's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

OUNZ vs. GOLD.AS — Risk / Return Rank

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

OUNZ
OUNZ Risk / Return Rank: 8787
Overall Rank
OUNZ Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
OUNZ Sortino Ratio Rank: 8686
Sortino Ratio Rank
OUNZ Omega Ratio Rank: 8686
Omega Ratio Rank
OUNZ Calmar Ratio Rank: 8888
Calmar Ratio Rank
OUNZ Martin Ratio Rank: 8787
Martin Ratio Rank

GOLD.AS
GOLD.AS Risk / Return Rank: 8686
Overall Rank
GOLD.AS Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
GOLD.AS Sortino Ratio Rank: 8585
Sortino Ratio Rank
GOLD.AS Omega Ratio Rank: 8585
Omega Ratio Rank
GOLD.AS Calmar Ratio Rank: 8787
Calmar Ratio Rank
GOLD.AS Martin Ratio Rank: 8888
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.

OUNZ vs. GOLD.AS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Merk Gold Trust (OUNZ) and Amundi Physical Gold ETC C (GOLD.AS). 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.


OUNZGOLD.ASDifference

Sharpe ratio

Return per unit of total volatility

1.80

1.82

-0.02

Sortino ratio

Return per unit of downside risk

2.24

2.27

-0.03

Omega ratio

Gain probability vs. loss probability

1.33

1.34

0.00

Calmar ratio

Return relative to maximum drawdown

2.70

2.71

-0.01

Martin ratio

Return relative to average drawdown

9.98

10.69

-0.72

OUNZ vs. GOLD.AS - Sharpe Ratio Comparison

The current OUNZ Sharpe Ratio is 1.80, which is comparable to the GOLD.AS Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of OUNZ and GOLD.AS, 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


OUNZGOLD.ASDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.82

-0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.24

1.26

-0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

1.19

-0.48

Correlation

The correlation between OUNZ and GOLD.AS is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

OUNZ vs. GOLD.AS - Dividend Comparison

Neither OUNZ nor GOLD.AS has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

OUNZ vs. GOLD.AS - Drawdown Comparison

The maximum OUNZ drawdown since its inception was -21.77%, roughly equal to the maximum GOLD.AS drawdown of -21.14%. Use the drawdown chart below to compare losses from any high point for OUNZ and GOLD.AS.


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Drawdown Indicators


OUNZGOLD.ASDifference

Max Drawdown

Largest peak-to-trough decline

-21.77%

-21.14%

-0.63%

Max Drawdown (1Y)

Largest decline over 1 year

-19.14%

-17.83%

-1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-21.01%

-21.14%

+0.13%

Max Drawdown (10Y)

Largest decline over 10 years

-21.76%

Current Drawdown

Current decline from peak

-13.18%

-13.00%

-0.18%

Average Drawdown

Average peak-to-trough decline

-7.48%

-6.14%

-1.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.17%

4.51%

+0.66%

Volatility

OUNZ vs. GOLD.AS - Volatility Comparison

The current volatility for VanEck Merk Gold Trust (OUNZ) is 10.95%, while Amundi Physical Gold ETC C (GOLD.AS) has a volatility of 11.68%. This indicates that OUNZ experiences smaller price fluctuations and is considered to be less risky than GOLD.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OUNZGOLD.ASDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.95%

11.68%

-0.73%

Volatility (6M)

Calculated over the trailing 6-month period

24.08%

22.21%

+1.87%

Volatility (1Y)

Calculated over the trailing 1-year period

27.59%

25.73%

+1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

16.86%

+0.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.88%

16.83%

-0.95%