SGDLX vs. GLTR

In the year-to-date period, SGDLX achieves a 35.11% return, which is significantly higher than GLTR's 20.30% return. Both investments have delivered pretty close results over the past 10 years, with SGDLX having a 7.98% annualized return and GLTR not far ahead at 8.11%.

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SGDLX has a 1.44% expense ratio, which is higher than GLTR's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sprott Gold Equity Fund (SGDLX) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR). 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 GLTR Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of SGDLX and GLTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither SGDLX nor GLTR has paid dividends to shareholders.

The maximum SGDLX drawdown since its inception was -76.09%, which is greater than GLTR's maximum drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for SGDLX and GLTR. For additional features, visit the drawdowns tool.

Sprott Gold Equity Fund (SGDLX) has a higher volatility of 13.32% compared to Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) at 7.68%. This indicates that SGDLX's price experiences larger fluctuations and is considered to be riskier than GLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.