The investment seeks to reflect the performance of the price of gold bullion, less the Trustâs expenses. The Shares are intended to constitute a simple and cost-effective means of making an investment similar to an investment in gold. An investment in physical gold requires expensive and sometimes complicated arrangements in connection with the assay, transportation, warehousing and insurance of the metal. Although the Shares are not the exact equivalent of an investment in gold, they provide investors with an alternative that allows a level of participation in the gold market through the securities market.
|GLD||SPDR Gold Shares||0.40 %||
|IAU||iShares Gold Trust||0.25 %||
|SLV||iShares Silver Trust||0.50 %||
|PPLT||Aberdeen Standard Physical Pla..||0.60 %||
|GLTR||Aberdeen Standard Physical Pre..||0.60 %||
|SIVR||Aberdeen Standard Physical Sil..||0.30 %||
|PALL||Aberdeen Standard Physical Pal..||0.60 %||
|OUNZ||VanEck Merk Gold Trust||0.40 %||
|DBP||Invesco DB Precious Metals Fun..||0.75 %||
|DGL||Invesco DB Gold Fund||0.75 %||
|Market Performance vs.
Industry/Classification (Commodities Precious Metals)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||25.92%||21%||F||34%||F|
|Risk Adjusted Return||-9.16%||29%||F||22%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.