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PAEKY vs. SGOL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PAEKY vs. SGOL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aneka Tambang Persero Tbk Perusahaan Perseroan PT ADR (PAEKY) and abrdn Physical Gold Shares ETF (SGOL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PAEKY achieves a 13.22% return, which is significantly higher than SGOL's -6.11% return.


PAEKY

1D
0.00%
1M
0.00%
6M
13.22%
YTD
13.22%
1Y
9.71%
3Y*
16.15%
5Y*
3.66%
10Y*
ALL TIME*
34.89%

SGOL

1D
-1.46%
1M
-1.71%
6M
-16.61%
YTD
-6.11%
1Y
20.46%
3Y*
27.52%
5Y*
17.23%
10Y*
11.24%
ALL TIME*
8.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$82.29
$88.85M$78.77M$101.28M

PAEKY vs. SGOL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
PAEKY
Aneka Tambang Persero Tbk Perusahaan Perseroan PT ADR
13.22%75.12%-14.90%-11.17%-6.20%12.12%312.28%
SGOL
abrdn Physical Gold Shares ETF
-6.11%63.99%26.90%12.99%-0.51%-3.94%11.19%

Correlation

The correlation between PAEKY and SGOL is -0.10, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.10

Correlation (3Y)
Balances recent behavior with more history.

-0.04

Correlation (5Y)
Shows whether the relationship held over a longer period.

-0.01

Correlation (All Time)
Calculated using the full available price history since Apr 29, 2020

-0.02

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Return for Risk

PAEKY vs. SGOL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PAEKY
PAEKY Risk / Return Rank: 6363
Overall Rank
PAEKY Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
PAEKY Sortino Ratio Rank: 5353
Sortino Ratio Rank
PAEKY Omega Ratio Rank: 9797
Omega Ratio Rank
PAEKY Calmar Ratio Rank: 5656
Calmar Ratio Rank
PAEKY Martin Ratio Rank: 5252
Martin Ratio Rank

SGOL
SGOL Risk / Return Rank: 3131
Overall Rank
SGOL Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SGOL Sortino Ratio Rank: 3131
Sortino Ratio Rank
SGOL Omega Ratio Rank: 3636
Omega Ratio Rank
SGOL Calmar Ratio Rank: 2727
Calmar Ratio Rank
SGOL Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PAEKY vs. SGOL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aneka Tambang Persero Tbk Perusahaan Perseroan PT ADR (PAEKY) and abrdn Physical Gold Shares ETF (SGOL). 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.


PAEKYSGOLDifference
Sharpe ratioReturn per unit of total volatility

-0.50

Sortino ratioReturn per unit of downside risk

-0.39

Omega ratioGain probability vs. loss probability

1.54

1.17

+0.37

Calmar ratioReturn relative to maximum drawdown

0.45

0.87

-0.43

Martin ratioReturn relative to average drawdown

0.56

1.89

-1.33

PAEKY vs. SGOL - Sharpe Ratio Comparison

The current PAEKY Sharpe Ratio is 0.33, which is lower than the SGOL Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of PAEKY and SGOL, 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

PAEKY vs. SGOL - Drawdown Comparison

The maximum PAEKY drawdown since its inception was -62.99%, which is greater than SGOL's maximum drawdown of -45.51%. Use the drawdown chart below to compare losses from any high point for PAEKY and SGOL.


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Drawdown Indicators


PAEKYSGOLDifference

Max Drawdown

Largest peak-to-trough decline

-62.99%

-45.51%

-17.48%

Max Drawdown (1Y)

Largest decline over 1 year

-22.07%

-26.32%

+4.25%

Max Drawdown (3Y)

Largest decline over 3 years

-40.83%

-26.32%

-14.51%

Max Drawdown (5Y)

Largest decline over 5 years

-56.34%

-26.32%

-30.02%

Max Drawdown (10Y)

Largest decline over 10 years

-26.32%

Current Drawdown

Current decline from peak

-11.77%

-24.98%

+13.21%

Average Drawdown

Average peak-to-trough decline

-29.99%

-18.46%

-11.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.59%

12.14%

+5.45%

Volatility

PAEKY vs. SGOL - Volatility Comparison

The current volatility for Aneka Tambang Persero Tbk Perusahaan Perseroan PT ADR (PAEKY) is 0.00%, while abrdn Physical Gold Shares ETF (SGOL) has a volatility of 6.33%. This indicates that PAEKY experiences smaller price fluctuations and is considered to be less risky than SGOL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PAEKYSGOLDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

6.33%

-6.33%

Volatility (6M)

Calculated over the trailing 6-month period

12.42%

23.26%

-10.84%

Volatility (1Y)

Calculated over the trailing 1-year period

29.90%

27.84%

+2.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.12%

18.37%

+26.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

79.99%

16.09%

+63.90%

Dividends

PAEKY vs. SGOL - Dividend Comparison

PAEKY's dividend yield for the trailing twelve months is around 6.79%, while SGOL has not paid dividends to shareholders.


PositionTTM20252024202320222021
PAEKY
Aneka Tambang Persero Tbk Perusahaan Perseroan PT ADR
6.79%5.77%8.16%4.28%1.84%0.73%
SGOL
abrdn Physical Gold Shares ETF
0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PAEKY and SGOL have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SGOL has higher volatility (6.33%) compared to PAEKY (0.00%). In terms of maximum drawdown, PAEKY dropped -62.99% vs SGOL's -45.51%.

SGOL currently has the higher Sharpe Ratio (0.83 vs 0.33), 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.

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