GLDMSPDR Gold MiniShares

Beat inflation8y track recordRanked #6 of 111 in this goal

The investment objective of GLDM is for the Shares to reflect the performance of gold bullion.

By State Street Investment Management · Launched 2018

Annual Cost

0.10%

#429 of 6,040 · low cost

Fund Size

$32.8B

#106 of 6,040 · large

Return (1Y)

+17.6%

Track Record

8 years

#1,742 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,782+17.8%

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)

29.1%High

Year-on-year price swings

Max drawdown

-26.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.21Strong risk-adjusted returns

Sortino (3Y)

1.70Good downside protection

Objective: The investment objective of GLDM is for the Shares to reflect the performance of gold bullion.
Strategy: GLDM is designed to reflect the performance of gold bullion, less expenses. It does not manage gold holdings and does not have investment discretion.
Inception date: June 25, 2018
Fund family: State Street Investment Management