SGDLX vs. FSAGX

In the year-to-date period, SGDLX achieves a 35.11% return, which is significantly lower than FSAGX's 46.42% return. Over the past 10 years, SGDLX has underperformed FSAGX with an annualized return of 7.98%, while FSAGX has yielded a comparatively higher 8.59% annualized return.

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SGDLX has a 1.44% expense ratio, which is higher than FSAGX's 0.76% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sprott Gold Equity Fund (SGDLX) and Fidelity Select Gold Portfolio (FSAGX). 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.

The current SGDLX Sharpe Ratio is 1.56, which is comparable to the FSAGX Sharpe Ratio of 1.74. The chart below compares the historical Sharpe Ratios of SGDLX and FSAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SGDLX has not paid dividends to shareholders, while FSAGX's dividend yield for the trailing twelve months is around 2.35%.

The maximum SGDLX drawdown since its inception was -76.09%, roughly equal to the maximum FSAGX drawdown of -77.21%. Use the drawdown chart below to compare losses from any high point for SGDLX and FSAGX. For additional features, visit the drawdowns tool.

The current volatility for Sprott Gold Equity Fund (SGDLX) is 13.32%, while Fidelity Select Gold Portfolio (FSAGX) has a volatility of 14.59%. This indicates that SGDLX experiences smaller price fluctuations and is considered to be less risky than FSAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.