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SGOL vs. AZO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SGOL vs. AZO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in abrdn Physical Gold Shares ETF (SGOL) and AutoZone, Inc. (AZO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SGOL achieves a -6.06% return, which is significantly higher than AZO's -12.80% return. Over the past 10 years, SGOL has underperformed AZO with an annualized return of 11.62%, while AZO has yielded a comparatively higher 13.96% annualized return.


SGOL

1D
0.08%
1M
0.65%
6M
-18.71%
YTD
-6.06%
1Y
21.20%
3Y*
27.11%
5Y*
17.42%
10Y*
11.62%
ALL TIME*
8.34%

AZO

1D
1.16%
1M
-3.32%
6M
-20.07%
YTD
-12.80%
1Y
-22.60%
3Y*
5.74%
5Y*
12.62%
10Y*
13.96%
ALL TIME*
18.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$474.96M$962.75M$1.17B
$79.87M$79.24M$102.39M

SGOL vs. AZO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SGOL
abrdn Physical Gold Shares ETF
-6.06%63.99%26.90%12.99%-0.51%-3.94%25.03%18.21%-1.94%12.86%
AZO
AutoZone, Inc.
-12.80%5.92%23.84%4.84%17.64%76.84%-0.49%42.10%17.85%-9.93%

Correlation

The correlation between SGOL and AZO is 0.08, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


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

0.08

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

0.05

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

0.03

Correlation (10Y)
Provides a long-term view across more market conditions.

0.00

Correlation (All Time)
Calculated using the full available price history since Sep 9, 2009

-0.01

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Return for Risk

SGOL vs. AZO — Risk / Return Rank

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

SGOL
SGOL Risk / Return Rank: 2828
Overall Rank
SGOL Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
SGOL Sortino Ratio Rank: 2929
Sortino Ratio Rank
SGOL Omega Ratio Rank: 3333
Omega Ratio Rank
SGOL Calmar Ratio Rank: 2525
Calmar Ratio Rank
SGOL Martin Ratio Rank: 2424
Martin Ratio Rank

AZO
AZO Risk / Return Rank: 1515
Overall Rank
AZO Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
AZO Sortino Ratio Rank: 1515
Sortino Ratio Rank
AZO Omega Ratio Rank: 1515
Omega Ratio Rank
AZO Calmar Ratio Rank: 2020
Calmar Ratio Rank
AZO Martin Ratio Rank: 1616
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.

SGOL vs. AZO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for abrdn Physical Gold Shares ETF (SGOL) and AutoZone, Inc. (AZO). 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.


SGOLAZODifference
Sharpe ratioReturn per unit of total volatility

+1.54

Sortino ratioReturn per unit of downside risk

+2.07

Omega ratioGain probability vs. loss probability

1.15

0.88

+0.28

Calmar ratioReturn relative to maximum drawdown

0.77

-0.70

+1.47

Martin ratioReturn relative to average drawdown

1.73

-1.25

+2.98

SGOL vs. AZO - Sharpe Ratio Comparison

The current SGOL Sharpe Ratio is 0.73, which is higher than the AZO Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of SGOL and AZO, 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

SGOL vs. AZO - Drawdown Comparison

The maximum SGOL drawdown since its inception was -45.51%, roughly equal to the maximum AZO drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for SGOL and AZO.


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Drawdown Indicators


SGOLAZODifference

Max Drawdown

Largest peak-to-trough decline

-45.51%

-46.32%

+0.81%

Max Drawdown (1Y)

Largest decline over 1 year

-26.32%

-32.86%

+6.54%

Max Drawdown (3Y)

Largest decline over 3 years

-26.32%

-32.86%

+6.54%

Max Drawdown (5Y)

Largest decline over 5 years

-26.32%

-32.86%

+6.54%

Max Drawdown (10Y)

Largest decline over 10 years

-26.32%

-42.14%

+15.82%

Current Drawdown

Current decline from peak

-24.94%

-32.08%

+7.14%

Average Drawdown

Average peak-to-trough decline

-18.45%

-10.94%

-7.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.64%

18.40%

-6.76%

Volatility

SGOL vs. AZO - Volatility Comparison

The current volatility for abrdn Physical Gold Shares ETF (SGOL) is 6.07%, while AutoZone, Inc. (AZO) has a volatility of 10.42%. This indicates that SGOL experiences smaller price fluctuations and is considered to be less risky than AZO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SGOLAZODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.07%

10.42%

-4.35%

Volatility (6M)

Calculated over the trailing 6-month period

23.69%

23.39%

+0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

27.79%

28.52%

-0.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.34%

24.86%

-6.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.08%

26.70%

-10.62%

Dividends

SGOL vs. AZO - Dividend Comparison

Neither SGOL nor AZO has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SGOL and AZO have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AZO has higher volatility (10.42%) compared to SGOL (6.07%). In terms of maximum drawdown, SGOL dropped -45.51% vs AZO's -46.32%.

SGOL currently has the higher Sharpe Ratio (0.73 vs -0.81), 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.

Portfolio Optimizer

Find the right allocation for SGOL and AZO

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