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SI=F vs. GLD
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between SI=F and GLD is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

SI=F vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Silver (SI=F) and SPDR Gold Trust (GLD). The values are adjusted to include any dividend payments, if applicable.

250.00%300.00%350.00%400.00%450.00%500.00%JulyAugustSeptemberOctoberNovemberDecember
292.74%
445.52%
SI=F
GLD

Key characteristics

Sharpe Ratio

SI=F:

0.98

GLD:

1.91

Sortino Ratio

SI=F:

1.45

GLD:

2.53

Omega Ratio

SI=F:

1.20

GLD:

1.33

Calmar Ratio

SI=F:

0.55

GLD:

3.54

Martin Ratio

SI=F:

4.09

GLD:

10.08

Ulcer Index

SI=F:

7.34%

GLD:

2.85%

Daily Std Dev

SI=F:

29.79%

GLD:

15.01%

Max Drawdown

SI=F:

-91.54%

GLD:

-45.56%

Current Drawdown

SI=F:

-38.97%

GLD:

-5.98%

Returns By Period

In the year-to-date period, SI=F achieves a 23.45% return, which is significantly lower than GLD's 26.64% return. Over the past 10 years, SI=F has underperformed GLD with an annualized return of 5.35%, while GLD has yielded a comparatively higher 7.96% annualized return.


SI=F

YTD

23.45%

1M

-4.05%

6M

0.29%

1Y

20.74%

5Y*

9.16%

10Y*

5.35%

GLD

YTD

26.64%

1M

-1.03%

6M

12.72%

1Y

27.80%

5Y*

11.67%

10Y*

7.96%

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Risk-Adjusted Performance

SI=F vs. GLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Silver (SI=F) and SPDR Gold Trust (GLD). 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.


Sharpe ratio
The chart of Sharpe ratio for SI=F, currently valued at 0.98, compared to the broader market0.000.501.001.502.000.981.98
The chart of Sortino ratio for SI=F, currently valued at 1.45, compared to the broader market0.000.501.001.502.002.501.452.61
The chart of Omega ratio for SI=F, currently valued at 1.20, compared to the broader market1.001.101.201.301.201.36
The chart of Calmar ratio for SI=F, currently valued at 0.55, compared to the broader market0.001.002.003.000.553.60
The chart of Martin ratio for SI=F, currently valued at 4.09, compared to the broader market0.002.004.006.008.0010.004.0910.40
SI=F
GLD

The current SI=F Sharpe Ratio is 0.98, which is lower than the GLD Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of SI=F and GLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50JulyAugustSeptemberOctoberNovemberDecember
0.98
1.98
SI=F
GLD

Drawdowns

SI=F vs. GLD - Drawdown Comparison

The maximum SI=F drawdown since its inception was -91.54%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for SI=F and GLD. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-38.97%
-5.98%
SI=F
GLD

Volatility

SI=F vs. GLD - Volatility Comparison

Silver (SI=F) has a higher volatility of 9.20% compared to SPDR Gold Trust (GLD) at 5.12%. This indicates that SI=F's price experiences larger fluctuations and is considered to be riskier than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
9.20%
5.12%
SI=F
GLD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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