Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XAUMF (GoldMoney Inc) | 20.00% | 14.23% | 1.17% | -5.35% | NA | NA | NA | -9.80% |
Data as of 07/18/2025, AR inception is 09/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAUMF (GoldMoney Inc) | 09/23/2016 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.89 | 14.23 | 1.17 | -5.35 | NA | NA | NA | -9.80 | 20.00 | -9.48 | -6.19 | -19.75 | -19.11 | 34.79 | 17.26 | -75.30 | 105.40 | -17.43 |
| Sharpe Ratio | NA | 0.46 | -0.08 | -0.14 | NA | NA | NA | -0.19 | 1.94 | -0.36 | -0.30 | -0.51 | -0.31 | 0.51 | 0.28 | -1.25 | 1.73 | -0.85 |
| Standard Deviation(%) | NA | 34.30 | 33.48 | 44.45 | NA | NA | NA | 52.67 | 27.42 | 36.33 | 32.81 | 41.78 | 61.46 | 67.00 | 55.55 | 61.26 | 61.01 | 60.37 |
| Draw Down(%) | NA | 30.24 | 42.44 | 72.15 | NA | NA | NA | 84.65 | 12.14 | 30.24 | 32.07 | 34.10 | 53.69 | 34.40 | 30.78 | 78.70 | 34.98 | 42.70 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.04 | 0.03 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.23 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAUMF (GoldMoney Inc) |
-30.86%
Oct 2017 - Oct 2020 |
-24.37%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAUMF (GoldMoney Inc) |
11.17%
Feb 2019 - Feb 2022 |
-0.76%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart