IAUiShares Gold Trust

Beat inflation21y track recordRanked #7 of 111 in this goal

Seeks to reflect generally the performance of the price of gold.

By iShares · Launched 2005

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$67.5B

#54 of 6,040 · large

Return (1Y)

+17.5%

Track Record

21 years

#214 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,325+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)

29.1%High

Year-on-year price swings

Max drawdown

-26.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.20Strong risk-adjusted returns

Sortino (3Y)

1.69Good downside protection

Objective: Seeks to reflect generally the performance of the price of gold.
Strategy: Invests primarily in gold held by the Trust to reflect the performance of gold prices, providing a cost-effective means of investment in gold. The Trust is not actively managed and does not engage in profit-seeking activities related to gold price changes.
Inception date: January 21, 2005
Fund family: iShares