IAUMiShares Gold Trust Micro

Beat inflation5y track recordRanked #9 of 114 in this goal

Seeks to reflect generally the performance of the price of gold before expenses and liabilities.

By iShares · Launched 2021

Annual Cost

0.09%

#474 of 5,562 · low cost

Fund Size

$7.2B

#347 of 5,562 · large

Return (1Y)Goal

+24.5%

Track Record

5 years

#2,396 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,517+25.2%

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

How Beacon categorizes this fund

Asset class

Focus

Gold

Index tracked

LBMA Gold Price

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

27.2%High

Year-on-year price swings

Max drawdown

-24.4%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 before expenses and liabilities.
Strategy: Invests primarily in gold held by the Trust’s custodian, aiming to reflect the price of gold. The Trust is not actively managed and does not engage in activities to profit from price changes.
Inception date: June 15, 2021
Fund family: iShares