PortfoliosLab logoPortfoliosLab logo
XAU.TO vs. PHYS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

XAU.TO vs. PHYS - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Goldmoney Inc. (XAU.TO) and Sprott Physical Gold Trust (PHYS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

XAU.TO is traded in CAD, while PHYS is traded in USD. To make them comparable, the PHYS values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, XAU.TO achieves a 49.66% return, which is significantly higher than PHYS's 0.10% return. Over the past 10 years, XAU.TO has underperformed PHYS with an annualized return of -5.09%, while PHYS has yielded a comparatively higher 13.15% annualized return.


XAU.TO

1D
0.71%
1M
-3.64%
YTD
49.66%
6M
41.01%
1Y
89.67%
3Y*
17.19%
5Y*
2.20%
10Y*
-5.09%

PHYS

1D
-3.55%
1M
-6.24%
YTD
0.10%
6M
2.31%
1Y
29.46%
3Y*
30.09%
5Y*
20.10%
10Y*
13.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XAU.TO vs. PHYS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XAU.TO
Goldmoney Inc.
49.66%35.45%-1.41%-7.57%-14.65%-19.84%32.09%9.10%-72.02%91.16%
PHYS
Sprott Physical Gold Trust
0.10%56.43%37.29%10.49%5.19%-5.70%21.80%12.33%5.61%5.60%

Correlation

The correlation between XAU.TO and PHYS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.19

Correlation (All Time)
Calculated using the full available price history since May 14, 2015

0.17

The correlation between XAU.TO and PHYS shifts across timeframes, from 0.17 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

XAU.TO:

CA$206.94M

PHYS:

$15.68B

EPS

XAU.TO:

CA$3.05

PHYS:

$11.91

PE Ratio

XAU.TO:

5.12

PHYS:

2.73

PEG Ratio

XAU.TO:

0.04

PHYS:

0.03

PS Ratio

XAU.TO:

1.21

PHYS:

14.50

PB Ratio

XAU.TO:

1.07

PHYS:

0.91

Total Revenue (TTM)

XAU.TO:

CA$169.98M

PHYS:

$1.06B

Gross Profit (TTM)

XAU.TO:

CA$50.32M

PHYS:

$3.03B

EBITDA (TTM)

XAU.TO:

CA$45.86M

PHYS:

$5.61B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

XAU.TO vs. PHYS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XAU.TO
XAU.TO Risk / Return Rank: 8888
Overall Rank
XAU.TO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
XAU.TO Sortino Ratio Rank: 9191
Sortino Ratio Rank
XAU.TO Omega Ratio Rank: 9090
Omega Ratio Rank
XAU.TO Calmar Ratio Rank: 8888
Calmar Ratio Rank
XAU.TO Martin Ratio Rank: 8282
Martin Ratio Rank

PHYS
PHYS Risk / Return Rank: 6767
Overall Rank
PHYS Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
PHYS Sortino Ratio Rank: 6262
Sortino Ratio Rank
PHYS Omega Ratio Rank: 6666
Omega Ratio Rank
PHYS Calmar Ratio Rank: 6666
Calmar Ratio Rank
PHYS Martin Ratio Rank: 6868
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.

XAU.TO vs. PHYS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Goldmoney Inc. (XAU.TO) and Sprott Physical Gold Trust (PHYS). 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.


XAU.TOPHYSDifference
Sharpe ratioReturn per unit of total volatility

+1.26

Sortino ratioReturn per unit of downside risk

+1.89

Omega ratioGain probability vs. loss probability

1.43

1.23

+0.20

Calmar ratioReturn relative to maximum drawdown

3.92

1.60

+2.32

Martin ratioReturn relative to average drawdown

7.42

3.95

+3.48

XAU.TO vs. PHYS - Sharpe Ratio Comparison

The current XAU.TO Sharpe Ratio is 2.38, which is higher than the PHYS Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of XAU.TO and PHYS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


XAU.TOPHYSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.38

1.12

+1.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

1.18

-1.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.10

0.84

-0.94

Sharpe Ratio (All Time)

Calculated using the full available price history

0.03

0.54

-0.52

Drawdowns

XAU.TO vs. PHYS - Drawdown Comparison

The maximum XAU.TO drawdown since its inception was -83.39%, which is greater than PHYS's maximum drawdown of -36.76%. Use the drawdown chart below to compare losses from any high point for XAU.TO and PHYS.


Loading charts...

Drawdown Indicators


XAU.TOPHYSDifference

Max Drawdown

Largest peak-to-trough decline

-83.39%

-36.76%

-46.63%

Max Drawdown (1Y)

Largest decline over 1 year

-23.48%

-18.50%

-4.98%

Max Drawdown (3Y)

Largest decline over 3 years

-34.85%

-18.50%

-16.35%

Max Drawdown (5Y)

Largest decline over 5 years

-57.00%

-18.50%

-38.50%

Max Drawdown (10Y)

Largest decline over 10 years

-83.39%

-23.34%

-60.05%

Current Drawdown

Current decline from peak

-59.81%

-18.50%

-41.31%

Average Drawdown

Average peak-to-trough decline

-63.52%

-13.90%

-49.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.37%

7.49%

+4.88%

Volatility

XAU.TO vs. PHYS - Volatility Comparison

The current volatility for Goldmoney Inc. (XAU.TO) is 4.06%, while Sprott Physical Gold Trust (PHYS) has a volatility of 5.50%. This indicates that XAU.TO experiences smaller price fluctuations and is considered to be less risky than PHYS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


XAU.TOPHYSDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.06%

5.50%

-1.44%

Volatility (6M)

Calculated over the trailing 6-month period

29.28%

22.73%

+6.55%

Volatility (1Y)

Calculated over the trailing 1-year period

38.81%

26.39%

+12.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

38.13%

17.14%

+20.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.98%

15.72%

+35.26%

Dividends

XAU.TO vs. PHYS - Dividend Comparison

Neither XAU.TO nor PHYS has paid dividends to shareholders.


PositionTTM2025202420232022202120202019
PHYS
Sprott Physical Gold Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XAU.TO
Goldmoney Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.37%

Financials

XAU.TO vs. PHYS - Financials Comparison

This section allows you to compare key financial metrics between Goldmoney Inc. and Sprott Physical Gold Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-500.00M0.00500.00M1.00B1.50B20222023202420252026
62.00M
322.30M
(XAU.TO) Total Revenue
(PHYS) Total Revenue
Please note, different currencies. XAU.TO values in CAD, PHYS values in USD

Frequently Asked Questions


XAU.TO and PHYS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for XAU.TO and PHYS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer