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^XAU vs. GLD
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ^XAU and GLD is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.7

Performance

^XAU vs. GLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Philadelphia Gold and Silver Index (^XAU) and SPDR Gold Trust (GLD). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
1.92%
13.58%
^XAU
GLD

Key characteristics

Sharpe Ratio

^XAU:

0.29

GLD:

1.79

Sortino Ratio

^XAU:

0.61

GLD:

2.39

Omega Ratio

^XAU:

1.07

GLD:

1.31

Calmar Ratio

^XAU:

0.17

GLD:

3.31

Martin Ratio

^XAU:

0.97

GLD:

9.26

Ulcer Index

^XAU:

9.45%

GLD:

2.90%

Daily Std Dev

^XAU:

31.56%

GLD:

15.00%

Max Drawdown

^XAU:

-83.04%

GLD:

-45.56%

Current Drawdown

^XAU:

-38.99%

GLD:

-6.24%

Returns By Period

In the year-to-date period, ^XAU achieves a 11.13% return, which is significantly lower than GLD's 26.30% return. Both investments have delivered pretty close results over the past 10 years, with ^XAU having a 7.42% annualized return and GLD not far ahead at 7.73%.


^XAU

YTD

11.13%

1M

-9.12%

6M

2.19%

1Y

9.18%

5Y*

5.67%

10Y*

7.42%

GLD

YTD

26.30%

1M

-3.36%

6M

12.53%

1Y

26.89%

5Y*

11.17%

10Y*

7.73%

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Risk-Adjusted Performance

^XAU vs. GLD - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Philadelphia Gold and Silver Index (^XAU) and SPDR Gold Trust (GLD). 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.


Sharpe ratio
The chart of Sharpe ratio for ^XAU, currently valued at 0.29, compared to the broader market-0.500.000.501.001.502.002.500.291.79
The chart of Sortino ratio for ^XAU, currently valued at 0.61, compared to the broader market-1.000.001.002.003.000.612.39
The chart of Omega ratio for ^XAU, currently valued at 1.07, compared to the broader market0.901.001.101.201.301.401.071.31
The chart of Calmar ratio for ^XAU, currently valued at 0.17, compared to the broader market0.001.002.003.000.173.31
The chart of Martin ratio for ^XAU, currently valued at 0.97, compared to the broader market0.005.0010.0015.000.979.26
^XAU
GLD

The current ^XAU Sharpe Ratio is 0.29, which is lower than the GLD Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of ^XAU and GLD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.29
1.79
^XAU
GLD

Drawdowns

^XAU vs. GLD - Drawdown Comparison

The maximum ^XAU drawdown since its inception was -83.04%, which is greater than GLD's maximum drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for ^XAU and GLD. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-38.99%
-6.24%
^XAU
GLD

Volatility

^XAU vs. GLD - Volatility Comparison

Philadelphia Gold and Silver Index (^XAU) has a higher volatility of 9.72% compared to SPDR Gold Trust (GLD) at 4.94%. This indicates that ^XAU's price experiences larger fluctuations and is considered to be riskier than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
9.72%
4.94%
^XAU
GLD
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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