GLDSPDR Gold Shares

Beat inflation21y track recordRanked #11 of 111 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%

#2,089 of 6,040 · average

Fund Size

$152.9B

#20 of 6,040 · large

Return (1Y)

+17.3%

Track Record

21 years

#211 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,326+13.3%

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)

29.3%High

Year-on-year price swings

Max drawdown

-26.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.19Strong risk-adjusted returns

Sortino (3Y)

1.67Good 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 to gain investment benefits similar to holding allocated gold bullion. Shares are backed by gold held by Custodians, providing easy access to the gold market through a traditional brokerage account.
Inception date: November 18, 2004
Fund family: State Street Investment Management