GLDSPDR Gold Shares

Beat inflation21y track recordRanked #10 of 109 in this goal

Tracks the performance of the price of gold bullion, less the Trust’s expenses.

By State Street Investment Management · Launched 2004

Annual Cost

0.40%

#2,016 of 5,854 · average

Fund Size

$130.1B

#21 of 5,854 · large

Return (1Y)Goal

+23.5%

Track Record

21 years

#205 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,172+11.7%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Focus

Gold

By weight

Other

100.0%

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

28.1%High

Year-on-year price swings

Max drawdown

-26.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.07Strong risk-adjusted returns

Sortino (3Y)

1.48Good downside protection

Objective: Tracks the performance of the price of gold bullion, less the Trust’s expenses.
Strategy: Offers investors a simple and cost-efficient means of gaining investment benefits similar to holding allocated gold bullion. The Shares are backed by gold held by Custodians, providing an accessible way to invest in the gold market without the logistics of physical ownership.
Inception date: November 18, 2004
Fund family: State Street Investment Management