VGPMX vs. GLTR

In the year-to-date period, VGPMX achieves a 10.70% return, which is significantly lower than GLTR's 24.75% return. Over the past 10 years, VGPMX has underperformed GLTR with an annualized return of 5.60%, while GLTR has yielded a comparatively higher 6.23% annualized return.

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VGPMX has a 0.36% expense ratio, which is lower than GLTR's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Capital Cycles Fund (VGPMX) and Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR). 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 1.07, which is lower than the GLTR Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of VGPMX and GLTR, 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 3.09%, while GLTR has not paid dividends to shareholders.

The maximum VGPMX drawdown since its inception was -79.32%, which is greater than GLTR's maximum drawdown of -55.70%. Use the drawdown chart below to compare losses from any high point for VGPMX and GLTR. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Global Capital Cycles Fund (VGPMX) is 4.76%, while Aberdeen Standard Physical Precious Metals Basket Shares ETF (GLTR) has a volatility of 6.60%. This indicates that VGPMX experiences smaller price fluctuations and is considered to be less risky than GLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.