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UCU.V vs. XGD.TO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

UCU.V vs. XGD.TO

Last updated Apr 2, 2026

Compare and contrast key facts about Ucore Rare Metals Inc (UCU.V) and iShares S&P/TSX Global Gold Index ETF (XGD.TO).

XGD.TO is a passively managed fund by iShares that tracks the performance of the Morningstar Gbl Gold GR CAD. It was launched on Mar 23, 2001.

Performance

UCU.V vs. XGD.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Ucore Rare Metals Inc (UCU.V) and iShares S&P/TSX Global Gold Index ETF (XGD.TO). The values are adjusted to include any dividend payments, if applicable.

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UCU.V vs. XGD.TO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
UCU.V
Ucore Rare Metals Inc		7.89%626.67%-13.79%27.94%-6.85%-38.14%-47.56%95.65%-52.08%-22.58%
XGD.TO
iShares S&P/TSX Global Gold Index ETF		15.45%144.45%19.63%3.91%-3.10%-5.81%21.10%40.18%-4.10%0.96%

Returns By Period

In the year-to-date period, UCU.V achieves a 7.89% return, which is significantly lower than XGD.TO's 15.45% return. Over the past 10 years, UCU.V has underperformed XGD.TO with an annualized return of 5.63%, while XGD.TO has yielded a comparatively higher 18.71% annualized return.

UCU.V

1D
5.00%
1M
-12.89%
YTD
7.89%
6M
2.44%
1Y
449.53%
3Y*
68.92%
5Y*
32.50%
10Y*
5.63%

XGD.TO

1D
4.02%
1M
-14.46%
YTD
15.45%
6M
27.27%
1Y
107.51%
3Y*
46.66%
5Y*
27.71%
10Y*
18.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Ucore Rare Metals Inc

iShares S&P/TSX Global Gold Index ETF

Often compared with UCU.V:
UCU.V vs. PSLV.TOUCU.V vs. HURA.TOUCU.V vs. SLVUCU.V vs. SCZMUCU.V vs. URAUCU.V vs. LUG.TOUCU.V vs. WPM.TO
Often compared with XGD.TO:
XGD.TO vs. CGL.TOXGD.TO vs. GLDXGD.TO vs. ZGD.TOXGD.TO vs. MNT.TOXGD.TO vs. ZGLD.SWXGD.TO vs. BRK-BXGD.TO vs. XEI.TO

Return for Risk

UCU.V vs. XGD.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UCU.V
UCU.V Risk / Return Rank: 9494
Overall Rank
UCU.V Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
UCU.V Sortino Ratio Rank: 9494
Sortino Ratio Rank
UCU.V Omega Ratio Rank: 9090
Omega Ratio Rank
UCU.V Calmar Ratio Rank: 9797
Calmar Ratio Rank
UCU.V Martin Ratio Rank: 9292
Martin Ratio Rank
XGD.TO
XGD.TO Risk / Return Rank: 9292
Overall Rank
XGD.TO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
XGD.TO Sortino Ratio Rank: 9191
Sortino Ratio Rank
XGD.TO Omega Ratio Rank: 9191
Omega Ratio Rank
XGD.TO Calmar Ratio Rank: 9393
Calmar Ratio Rank
XGD.TO Martin Ratio Rank: 9292
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.

UCU.V vs. XGD.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ucore Rare Metals Inc (UCU.V) and iShares S&P/TSX Global Gold Index ETF (XGD.TO). 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.

UCU.VXGD.TODifference

Sharpe ratio

Return per unit of total volatility

3.34

2.50

+0.84

Sortino ratio

Return per unit of downside risk

3.41

2.68

+0.73

Omega ratio

Gain probability vs. loss probability

1.40

1.40

-0.01

Calmar ratio

Return relative to maximum drawdown

7.53

3.69

+3.84

Martin ratio

Return relative to average drawdown

13.43

13.40

+0.03

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UCU.V vs. XGD.TO - Sharpe Ratio Comparison

The current UCU.V Sharpe Ratio is 3.34, which is higher than the XGD.TO Sharpe Ratio of 2.50. The chart below compares the historical Sharpe Ratios of UCU.V and XGD.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

UCU.VXGD.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.34

2.50

+0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.87

-0.49

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.56

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.01

0.27

-0.28

Correlation

The correlation between UCU.V and XGD.TO is 0.12, 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.

Dividends

UCU.V vs. XGD.TO - Dividend Comparison

UCU.V has not paid dividends to shareholders, while XGD.TO's dividend yield for the trailing twelve months is around 0.54%.

TTM20252024202320222021202020192018201720162015
UCU.V
Ucore Rare Metals Inc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XGD.TO
iShares S&P/TSX Global Gold Index ETF		0.54%0.62%0.93%1.49%1.80%1.38%0.35%0.54%0.25%0.14%0.09%0.57%

Drawdowns

UCU.V vs. XGD.TO - Drawdown Comparison

The maximum UCU.V drawdown since its inception was -98.60%, which is greater than XGD.TO's maximum drawdown of -72.55%. Use the drawdown chart below to compare losses from any high point for UCU.V and XGD.TO.

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Drawdown Indicators

UCU.VXGD.TODifference

Max Drawdown

Largest peak-to-trough decline

-98.60%

-72.55%

-26.05%

Max Drawdown (1Y)

Largest decline over 1 year

-59.01%

-28.95%

-30.06%

Max Drawdown (5Y)

Largest decline over 5 years

-69.01%

-40.82%

-28.19%

Max Drawdown (10Y)

Largest decline over 10 years

-87.95%

-46.96%

-40.99%

Current Drawdown

Current decline from peak

-67.15%

-14.53%

-52.62%

Average Drawdown

Average peak-to-trough decline

-81.79%

-28.37%

-53.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

33.09%

7.98%

+25.11%

Volatility

UCU.V vs. XGD.TO - Volatility Comparison

Ucore Rare Metals Inc (UCU.V) has a higher volatility of 29.58% compared to iShares S&P/TSX Global Gold Index ETF (XGD.TO) at 15.73%. This indicates that UCU.V's price experiences larger fluctuations and is considered to be riskier than XGD.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

UCU.VXGD.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

29.58%

15.73%

+13.85%

Volatility (6M)

Calculated over the trailing 6-month period

91.47%

35.83%

+55.64%

Volatility (1Y)

Calculated over the trailing 1-year period

135.66%

43.23%

+92.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

87.14%

32.00%

+55.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

93.08%

33.60%

+59.48%