U10G.L vs. GOLD
Compare and contrast key facts about Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) and Barrick Gold Corporation (GOLD).
U10G.L is a passively managed fund by Amundi that tracks the performance of the Bloomberg US Government TR USD. It was launched on Oct 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: U10G.L or GOLD.
Key characteristics
| U10G.L | GOLD | |
|---|---|---|
| YTD Return | 1.26% | 15.26% |
| 1Y Return | 2.41% | 26.03% |
| 3Y Return (Ann) | -9.59% | 6.92% |
| 5Y Return (Ann) | -6.52% | 5.79% |
| Sharpe Ratio | 0.18 | 0.85 |
| Daily Std Dev | 13.16% | 33.64% |
| Max Drawdown | -49.26% | -88.52% |
| Current Drawdown | -43.59% | -53.26% |
Correlation
The correlation between U10G.L and GOLD is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
U10G.L vs. GOLD - Performance Comparison
In the year-to-date period, U10G.L achieves a 1.26% return, which is significantly lower than GOLD's 15.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
U10G.L vs. GOLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) and Barrick Gold Corporation (GOLD). 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.
Dividends
U10G.L vs. GOLD - Dividend Comparison
U10G.L's dividend yield for the trailing twelve months is around 2.82%, more than GOLD's 1.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
U10G.L Amundi US Treasury Bond 10+Y UCITS ETF Dist | 2.82% | 2.85% | 3.24% | 2.27% | 2.37% | 2.95% | 3.19% | 3.30% | 4.40% | 0.00% | 0.00% | 0.00% |
GOLD Barrick Gold Corporation | 1.95% | 2.21% | 3.76% | 4.05% | 1.34% | 0.69% | 1.38% | 0.82% | 0.49% | 1.87% | 1.84% | 2.80% |
Drawdowns
U10G.L vs. GOLD - Drawdown Comparison
The maximum U10G.L drawdown since its inception was -49.26%, smaller than the maximum GOLD drawdown of -88.52%. Use the drawdown chart below to compare losses from any high point for U10G.L and GOLD. For additional features, visit the drawdowns tool.
Volatility
U10G.L vs. GOLD - Volatility Comparison
The current volatility for Amundi US Treasury Bond 10+Y UCITS ETF Dist (U10G.L) is 3.34%, while Barrick Gold Corporation (GOLD) has a volatility of 8.31%. This indicates that U10G.L experiences smaller price fluctuations and is considered to be less risky than GOLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.