IAUMiShares Gold Trust Micro

Beat inflation5y track recordRanked #9 of 111 in this goal

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

By iShares · Launched 2021

Annual Cost

0.09%

#349 of 6,040 · low cost

Fund Size

$8.1B

#346 of 6,040 · large

Return (1Y)

+17.7%

Track Record

5 years

#2,355 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,911+19.1%

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

How Beacon categorizes this fund

Asset class

Focus

Gold

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

29.0%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: Seeks to reflect generally the performance of the price of gold.
Strategy: Invests primarily in gold held by the Trust to reflect the price of gold, providing a cost-effective alternative to direct investment in physical gold. Shares are designed to allow retail investors to participate in the gold market easily.
Inception date: June 15, 2021
Fund family: iShares