USAGX vs. GLDM

In the year-to-date period, USAGX achieves a 23.10% return, which is significantly higher than GLDM's 11.87% return.

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USAGX has a 1.12% expense ratio, which is higher than GLDM's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for USAA Precious Metals and Minerals Fund (USAGX) and SPDR Gold MiniShares Trust (GLDM). 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.

The current USAGX Sharpe Ratio is 2.17, which is comparable to the GLDM Sharpe Ratio of 3.02. The chart below compares the historical Sharpe Ratios of USAGX and GLDM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither USAGX nor GLDM has paid dividends to shareholders.

The maximum USAGX drawdown since its inception was -83.53%, which is greater than GLDM's maximum drawdown of -21.63%. Use the drawdown chart below to compare losses from any high point for USAGX and GLDM. For additional features, visit the drawdowns tool.

USAA Precious Metals and Minerals Fund (USAGX) has a higher volatility of 6.49% compared to SPDR Gold MiniShares Trust (GLDM) at 3.88%. This indicates that USAGX's price experiences larger fluctuations and is considered to be riskier than GLDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.