Find A Portfolio/Ticker
Comparison Box
GLDX: USCF ETF Trust (ETF)
Basic Info
Asset Class: | EQUITY PRECIOUS METALS |
MyPlanIQ Rating: | (28%) |
Start Date: | 11/05/2010 |
Last Dividend Date: | 12/29/2015 |
12-Mo. Yield | 3.43% |
Expenses | 0.53% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/07/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/05/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.6 | -46.5 | 11.0 | -3.2 | -19.5 | 136.3 | 78.6 | -6.7 | -62.4 | -28.4 | -42.0 | 13.1 |
Sharpe Ratio | NA | 2.64 | 0.25 | -0.38 | -0.37 | 4.37 | 0.97 | -0.14 | -1.22 | -0.8 | -0.99 | 3.62 |
Draw Down(%) | NA | 24.1 | 53.8 | 86.3 | 88.8 | 18.8 | 36.9 | 48.7 | 65.4 | 45.1 | 46.4 | 10.1 |
Standard Deviation(%) | NA | 49.5 | 47.1 | 47.0 | 45.1 | 53.4 | 80.7 | 49.2 | 51.1 | 35.6 | 42.4 | 34.8 |
Treynor Ratio | NA | 1.16 | 0.09 | -0.14 | -0.14 | 1.91 | 0.57 | -0.04 | -0.36 | -0.28 | -0.43 | 1.62 |
Alpha | NA | 0.05 | -0.01 | -0.08 | 0.0 | 0.11 | 0.55 | 0.09 | -0.05 | -0.06 | -0.11 | 0.25 |
Beta | NA | 1.13 | 1.27 | 1.26 | 1.2 | 1.22 | 1.38 | 1.77 | 1.74 | 1.01 | 0.97 | 0.78 |
RSquared | NA | 0.78 | 0.66 | 0.62 | 0.59 | 0.81 | 0.16 | 0.66 | 0.51 | 0.51 | 0.63 | 0.29 |
Yield(%) | N/A | 0.0 | 7.6 | 2.8 | N/A | 0.0 | 18.3 | 0.1 | 0.0 | 3.2 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | 418.9 | N/A | N/A | -100.0 | 19100.0 | N/A | -100.0 | 44.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY PRECIOUS METALS Asset Class Trend Rankings |
Top Rated Funds in EQUITY PRECIOUS METALS
Best Mutual Funds
- USAGX (PRECIOUS METALS AND MINERALS FUND PRECIOUS METALS AND MINERALS FUND SHARES) (96%)
- FSAGX (GOLD PORTFOLIO GOLD PORTFOLIO) (78%)
- IGDAX (INVESCO GOLD & PRECIOUS METALS FUND CLASS A) (70%)
- FGDAX (GOLD PORTFOLIO FIDELITY ADVISOR GOLD FUND: CLASS A) (68%)
- FGDIX (Fidelity Advisor Gold Fund Insti C) (68%)
- EKWYX (WELLS FARGO ADVANTAGE PRECIOUS METALS FUND INSTITUTIONAL CLASS) (67%)
- FEGIX (FIRST EAGLE GOLD FUND CLASS I) (67%)
- FGADX (FRANKLIN GOLD & PRECIOUS METALS FUND ADVISOR CLASS) (66%)
- BGEIX (GLOBAL GOLD FUND INVESTOR CLASS) (66%)
- RYPMX (PRECIOUS METALS FUND INVESTOR CLASS) (66%)
Best ETFs
- GDX (VanEck Gold Miners ETF) (95%)
- PSAU (PowerShares Global Gold & Prec Mtls ETF) (50%)
- GLDX (USCF ETF Trust) (28%)
- PLTM (GraniteShares Platinum Trust) (27%)
- SIL (Global X Silver Miners ETF) (26%)
- RING (iShares MSCI Global Gold Miners ETF) (25%)
- SLVP (iShares MSCI Global Silver and Metals Miners ETF) (24%)
- GDXJ (VanEck Junior Gold Miners ETF) (24%)
- GGGG (GLOBAL X PURE GOLD MINERS ETF GLOBAL X PURE GOLD MINERS ETF) (2%)