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 5 years, TRTN-PB returned 5.54%/yr vs 17.18%/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 5.23% return, which is significantly higher than IAUM's -6.96% return.
TRTN-PB
- 1D
- 0.00%
- 1M
- 1.04%
- 6M
- 4.73%
- YTD
- 5.23%
- 1Y
- 9.97%
- 3Y*
- 9.23%
- 5Y*
- 5.54%
- 10Y*
- —
IAUM
- 1D
- 0.91%
- 1M
- -5.21%
- 6M
- -12.43%
- YTD
- -6.96%
- 1Y
- 20.12%
- 3Y*
- 26.54%
- 5Y*
- 17.18%
- 10Y*
- —
TRTN-PB vs. IAUM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TRTN-PB Triton International Ltd | 5.23% | 8.50% | 9.14% | 8.21% | -1.49% | 1.16% |
IAUM iShares Gold Trust Micro | -6.96% | 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 | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
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 | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.56 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.15 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 6.23 | 0.77 | +5.46 |
| Martin ratioReturn relative to average drawdown | 18.67 | 1.81 | +16.85 |
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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 -26.31%. 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% | -26.31% | -34.30% |
Max Drawdown (1Y)Largest decline over 1 year | -1.61% | -26.31% | +24.70% |
Max Drawdown (3Y)Largest decline over 3 years | -5.34% | -26.31% | +20.97% |
Max Drawdown (5Y)Largest decline over 5 years | -11.86% | -26.31% | +14.45% |
Current DrawdownCurrent decline from peak | 0.00% | -25.64% | +25.64% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -5.72% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 11.12% | -10.58% |
Volatility
TRTN-PB vs. IAUM - Volatility Comparison
The current volatility for Triton International Ltd (TRTN-PB) is 2.08%, while iShares Gold Trust Micro (IAUM) has a volatility of 6.62%. 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 | 2.08% | 6.62% | -4.54% |
Volatility (6M)Calculated over the trailing 6-month period | 3.68% | 23.91% | -20.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.01% | 27.69% | -21.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.94% | 18.25% | -6.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.17% | 18.17% | +6.00% |
Dividends
TRTN-PB vs. IAUM - Dividend Comparison
TRTN-PB's dividend yield for the trailing twelve months is around 7.84%, 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 | 7.84% | 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 (6.62%) compared to TRTN-PB (2.08%). In terms of maximum drawdown, TRTN-PB dropped -60.61% vs IAUM's -26.31%.
TRTN-PB currently has the higher Sharpe Ratio (1.71 vs 0.73), 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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