SPDR Gold Shares Trust/ US78463V1070 /
| NAV2024-04-30 | Chg.-0.2000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 199.9400EUR | -0.10% | reinvestment | Alternative Investments Worldwide | State Street Gl. Ad. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | - | - | - | - | - | - | 8.71 | -2.49 | 1.68 | 9.22 | 0.22 | - |
| 2011 | -8.97 | 5.25 | -1.20 | 3.79 | 1.57 | -3.17 | 9.32 | 12.42 | -5.15 | 2.59 | 4.91 | -6.96 | +12.80% |
| 2012 | 9.74 | -3.33 | -2.50 | 0.44 | 0.27 | 0.14 | 3.73 | 2.30 | 2.57 | -3.61 | -0.89 | -4.48 | +3.61% |
| 2013 | -1.50 | -2.34 | 3.31 | -10.37 | -3.38 | -14.40 | 7.97 | 6.15 | -7.19 | -1.05 | -6.38 | -4.42 | -30.62% |
| 2014 | 5.08 | 5.74 | -4.16 | 0.47 | -1.08 | 4.35 | 0.08 | 0.64 | -1.57 | -1.38 | 0.89 | 2.24 | +11.35% |
| 2015 | 14.12 | -3.78 | 2.38 | -1.03 | -0.04 | -3.11 | -6.77 | 1.67 | -0.49 | 4.11 | -4.58 | -1.95 | -0.99% |
| 2016 | 4.51 | 9.70 | -3.32 | 3.18 | -2.73 | 8.83 | 1.27 | -1.79 | 0.63 | -1.84 | -4.01 | -2.09 | +11.77% |
| 2017 | 2.15 | 5.39 | -1.77 | 0.16 | -2.95 | -3.68 | -0.76 | 1.56 | -0.73 | 0.08 | -1.24 | 0.22 | -1.87% |
| 2018 | -0.80 | 0.21 | -0.04 | 1.05 | 2.47 | -3.67 | -2.93 | -1.19 | -1.48 | 5.57 | 0.06 | 4.11 | +2.99% |
| 2019 | 2.46 | 1.06 | -1.19 | 0.10 | 1.21 | 7.15 | 2.98 | 7.92 | -1.40 | -1.73 | -1.41 | 1.58 | +19.76% |
| 2020 | 6.10 | 0.79 | 1.99 | 7.66 | -1.93 | 1.65 | 5.15 | -0.38 | -2.75 | -0.55 | -6.24 | 2.27 | +13.70% |
| 2021 | 0.43 | -5.95 | -1.00 | 1.52 | 7.41 | -5.88 | 4.20 | -0.22 | -2.85 | 3.07 | 2.85 | 0.76 | +3.52% |
| 2022 | 0.20 | 6.61 | 0.91 | 5.04 | -4.76 | 0.64 | -0.56 | -0.59 | -1.27 | -2.69 | 2.67 | 0.77 | +6.65% |
| 2023 | 3.72 | -3.34 | 5.92 | -0.83 | 1.87 | -4.52 | 1.17 | 0.34 | -0.97 | 6.33 | -0.79 | 0.45 | +9.10% |
| 2024 | 0.40 | -0.06 | 8.04 | 6.82 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.03% | 12.71% | 11.53% | 12.64% | 14.46% |
| Sharpe ratio | 4.07 | 2.23 | 1.40 | 0.78 | 0.64 |
| Best month | +8.04% | +8.04% | +8.04% | +8.04% | +8.04% |
| Worst month | -0.06% | -0.79% | -4.52% | -5.88% | -6.24% |
| Maximum loss | -3.68% | -4.13% | -7.01% | -12.30% | -18.61% |
| Outperformance | -11.98% | - | -23.96% | +36.70% | +20.19% |
All quotes in EUR
Performance
| YTD | +15.81% | ||
|---|---|---|---|
| 6 Months | +14.93% | ||
| 1 Year | +19.81% | ||
| 3 Years | +46.95% | ||
| 5 Years | +85.47% | ||
| Since start | +117.92% | ||
| Year | |||
| 2023 | +9.10% | ||
| 2022 | +6.65% | ||
| 2021 | +3.52% | ||
| 2020 | +13.70% | ||
| 2019 | +19.76% | ||
| 2018 | +2.99% | ||
| 2017 | -1.87% | ||
| 2016 | +11.77% | ||
| 2015 | -0.99% | ||
