VGPMX vs. GLDM

In the year-to-date period, VGPMX achieves a 18.59% return, which is significantly lower than GLDM's 28.04% return.

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VGPMX has a 0.36% expense ratio, which is higher than GLDM's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Capital Cycles Fund (VGPMX) 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 VGPMX Sharpe Ratio is 0.78, which is lower than the GLDM Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of VGPMX 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.

VGPMX's dividend yield for the trailing twelve months is around 2.12%, while GLDM has not paid dividends to shareholders.

The maximum VGPMX drawdown since its inception was -83.63%, which is greater than GLDM's maximum drawdown of -21.63%. Use the drawdown chart below to compare losses from any high point for VGPMX and GLDM.

The current volatility for Vanguard Global Capital Cycles Fund (VGPMX) is 3.27%, while SPDR Gold MiniShares Trust (GLDM) has a volatility of 7.92%. This indicates that VGPMX experiences smaller price fluctuations and is considered to be less risky than GLDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.