Find A Portfolio/Ticker
Comparison Box
IAU: iShares Gold Trust (ETF)
Basic Info 60.97 0.11(0.18%) May 02
| Asset Class: | Commodities Precious Metals |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 01/28/2005 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/28/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 23.1 | 39.6 | 19.2 | 30.0 | 17.9 | 11.7 | 14.2 | 14.0 | 26.9 | 12.8 | -0.6 | 92.0 | 25.0 | 18.0 | -1.8 | 12.9 | 8.3 | -10.6 | -2.1 | -28.3 | 6.9 | 9.6 | 29.5 | 23.9 | 5.1 | 30.4 | 22.3 | 21.2 |
| Sharpe Ratio | NA | 5.77 | 2.09 | 1.05 | 0.81 | 0.64 | NA | NA | 0.55 | 1.34 | 0.65 | -0.13 | 1.3 | 1.27 | -0.45 | -2.39 | -0.64 | -1.58 | -2.07 | -1.38 | -2.15 | -0.77 | -0.44 | 0.65 | 0.26 | -0.44 | 0.48 | 0.0 | 0.03 |
| Draw Down(%) | NA | 4.9 | 8.1 | 14.6 | 20.9 | 20.9 | NA | NA | 45.1 | 8.1 | 11.3 | 20.9 | 13.8 | 14.0 | 6.6 | 13.7 | 7.9 | 17.6 | 19.6 | 17.5 | 29.8 | 13.9 | 18.5 | 7.9 | 12.9 | 29.2 | 7.6 | 22.0 | 6.8 |
| Standard Deviation(%) | NA | 18.3 | 16.8 | 14.9 | 34.5 | 26.2 | NA | NA | 23.4 | 15.0 | 13.4 | 15.3 | 70.8 | 19.4 | 11.6 | 9.8 | 10.0 | 16.3 | 14.1 | 14.9 | 21.8 | 15.2 | 20.5 | 16.6 | 20.7 | 33.0 | 17.4 | 24.2 | 12.6 |
| Treynor Ratio | NA | 1.19 | 0.41 | 0.18 | 0.33 | 0.2 | NA | NA | 0.15 | 0.24 | 0.11 | -0.02 | 0.94 | 0.35 | -0.06 | -0.28 | -0.07 | -0.28 | -0.33 | -0.23 | -0.52 | -0.13 | -0.12 | 0.12 | 0.06 | -0.16 | 0.1 | 0.0 | 0.0 |
| Alpha | NA | 0.07 | 0.03 | 0.02 | 0.09 | 0.05 | NA | NA | 0.04 | 0.01 | 0.0 | 0.0 | 0.41 | 0.02 | 0.01 | 0.0 | -0.14 | -0.09 | -0.2 | 0.01 | -0.13 | 0.0 | 0.01 | -0.1 | -0.01 | 0.03 | 0.01 | NA | NA |
| Beta | NA | 0.89 | 0.86 | 0.86 | 0.85 | 0.84 | NA | NA | 0.86 | 0.84 | 0.81 | 0.84 | 0.98 | 0.71 | 0.89 | 0.84 | 0.87 | 0.92 | 0.88 | 0.89 | 0.9 | 0.88 | 0.78 | 0.88 | 0.87 | 0.88 | 0.88 | NA | NA |
| RSquared | NA | 0.9 | 0.93 | 0.93 | 0.1 | 0.16 | NA | NA | 0.32 | 0.94 | 0.85 | 0.96 | 0.02 | 0.83 | 0.94 | 0.91 | 0.93 | 0.95 | 0.94 | 0.96 | 0.98 | 0.96 | 0.91 | 0.95 | 0.95 | 0.94 | 0.9 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2005
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 Commodities Precious Metals Asset Class Trend Rankings |
Top Rated Funds in Commodities Precious Metals
Best ETFs
- PGM (iPath Series B Bloomberg Platinum Subindex Total Return ETN) (100%)
- USV (UBS ETRACS CMCI Silver Total Return ETN) (96%)
- DBP (Invesco DB Precious Metals Fund) 0.12% (95%)
- UBG (UBS ETRACS CMCI Gold Total Return ETN) (95%)
- DGL (Invesco DB Gold Fund) (95%)
- GLD (SPDR Gold Shares) 0.17% (93%)
- DBS (Invesco DB Silver Fund) (93%)
- SLV (iShares Silver Trust) 0.92% (92%)
- TBAR (RBS Gold Trendpilot™ ETN) (85%)
- JJP (iPath® Bloomberg Precious Metals Subindex Total Return(SM) ETN) (80%)
Best Closed End Funds
* Day change on 05/02/2025.Latest Articles Related to IAU
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
