TRTN-PB vs. IAUM
TRTN-PB (Triton International Ltd) is a stock, while IAUM (iShares Gold Trust Micro) is Gold fund tracking the LBMA Gold Price PM. Over the past 3 years, TRTN-PB returned 8.45%/yr vs 28.82%/yr for IAUM. At a 0.08 correlation, their price movements are largely independent.
Performance
TRTN-PB vs. IAUM - Performance Comparison
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Returns By Period
In the year-to-date period, TRTN-PB achieves a 4.03% return, which is significantly higher than IAUM's -4.68% return.
TRTN-PB
- 1D
- -0.41%
- 1M
- 0.44%
- YTD
- 4.03%
- 6M
- 3.33%
- 1Y
- 10.70%
- 3Y*
- 8.45%
- 5Y*
- 6.02%
- 10Y*
- —
IAUM
- 1D
- -1.87%
- 1M
- -8.79%
- YTD
- -4.68%
- 6M
- -8.59%
- 1Y
- 21.67%
- 3Y*
- 28.82%
- 5Y*
- —
- 10Y*
- —
TRTN-PB vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TRTN-PB Triton International Ltd | 4.03% | 8.50% | 9.14% | 8.21% | -1.49% | 1.16% |
IAUM iShares Gold Trust Micro | -4.68% | 64.27% | 27.04% | 13.12% | -0.49% | 3.87% |
Correlation
The correlation between TRTN-PB and IAUM is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 2021 | 0.08 |
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Return for Risk
TRTN-PB vs. IAUM — Risk / Return Rank
TRTN-PB
IAUM
TRTN-PB vs. IAUM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Triton International Ltd (TRTN-PB) and iShares Gold Trust Micro (IAUM). 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.
| TRTN-PB | IAUM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.17 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 6.35 | 0.89 | +5.46 |
| Martin ratioReturn relative to average drawdown | 19.37 | 2.40 | +16.97 |
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Drawdowns
TRTN-PB vs. IAUM - Drawdown Comparison
The maximum TRTN-PB drawdown since its inception was -60.61%, which is greater than IAUM's maximum drawdown of -24.37%. Use the drawdown chart below to compare losses from any high point for TRTN-PB and IAUM.
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Drawdown Indicators
| TRTN-PB | IAUM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.61% | -24.37% | -36.24% |
Max Drawdown (1Y)Largest decline over 1 year | -1.69% | -24.37% | +22.68% |
Max Drawdown (3Y)Largest decline over 3 years | -9.41% | -24.37% | +14.96% |
Max Drawdown (5Y)Largest decline over 5 years | -12.40% | — | — |
Current DrawdownCurrent decline from peak | -0.41% | -23.81% | +23.40% |
Average DrawdownAverage peak-to-trough decline | -3.04% | -5.46% | +2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 9.06% | -8.51% |
Volatility
TRTN-PB vs. IAUM - Volatility Comparison
The current volatility for Triton International Ltd (TRTN-PB) is 1.23%, while iShares Gold Trust Micro (IAUM) has a volatility of 8.12%. This indicates that TRTN-PB experiences smaller price fluctuations and is considered to be less risky than IAUM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRTN-PB | IAUM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | 8.12% | -6.89% |
Volatility (6M)Calculated over the trailing 6-month period | 3.48% | 24.11% | -20.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.21% | 27.27% | -21.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.96% | 18.10% | -6.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.28% | 18.10% | +6.18% |
Dividends
TRTN-PB vs. IAUM - Dividend Comparison
TRTN-PB's dividend yield for the trailing twelve months is around 7.93%, while IAUM has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IAUM iShares Gold Trust Micro | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRTN-PB Triton International Ltd | 7.93% | 7.93% | 7.95% | 8.02% | 8.00% | 7.30% | 7.49% | 3.51% |
Frequently Asked Questions
TRTN-PB and IAUM have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IAUM has higher volatility (8.12%) compared to TRTN-PB (1.23%). In terms of maximum drawdown, TRTN-PB dropped -60.61% vs IAUM's -24.37%.
TRTN-PB currently has the higher Sharpe Ratio (1.73 vs 0.80), 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.
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