SGDLX vs. VT

In the year-to-date period, SGDLX achieves a 6.17% return, which is significantly higher than VT's -0.75% return. Over the past 10 years, SGDLX has underperformed VT with an annualized return of 3.99%, while VT has yielded a comparatively higher 9.39% annualized return.

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SGDLX has a 1.44% expense ratio, which is higher than VT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sprott Gold Equity Fund (SGDLX) and Vanguard Total World Stock ETF (VT). 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 1.36, which is comparable to the VT Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of SGDLX and VT, 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 VT's dividend yield for the trailing twelve months is around 1.97%.

The maximum SGDLX drawdown since its inception was -76.09%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for SGDLX and VT. For additional features, visit the drawdowns tool.

Sprott Gold Equity Fund (SGDLX) has a higher volatility of 8.43% compared to Vanguard Total World Stock ETF (VT) at 4.23%. This indicates that SGDLX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.