(IAU) iShares Gold Trust - Performance 43.6% in 12m
Compare IAU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.51%
#10 in Group
Rel. Strength
87.74%
#979 in Universe
Total Return 12m
43.58%
#7 in Group
Total Return 5y
91.06%
#20 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IAU (43.6%) vs XLE (-11.1%)
5y Drawdown (Underwater) Chart
Top Performers in Commodities Focused
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DBA NYSE ARCA Invesco DB Agriculture Fund |
1.78% | 13.3% | 114% | - | - | - | - | - |
| IAUM NYSE ARCA iShares Gold Trust Micro |
5.42% | 43.8% | 85.6% | - | - | - | - | - |
| GLDM NYSE ARCA SPDR Gold MiniShares |
5.45% | 43.7% | 92.1% | - | - | - | - | - |
| BAR NYSE ARCA GraniteShares Gold Trust |
5.38% | 43.7% | 91.4% | - | - | - | - | - |
| SGOL NYSE ARCA abrdn Physical Gold Shares |
5.47% | 43.7% | 91.5% | - | - | - | - | - |
| AAAU BATS Goldman Sachs Physical Gold |
5.44% | 43.6% | 91.4% | - | - | - | - | - |
| IAU NYSE ARCA iShares Gold Trust |
5.44% | 43.6% | 91.1% | - | - | - | - | - |
| OUNZ NYSE ARCA VanEck Merk Gold Trust |
5.37% | 43.5% | 90.6% | - | - | - | - | - |
Performance Comparison: IAU vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for IAU
| Total Return (including Dividends) | IAU | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 5.44% | -13.86% | -0.87% |
| 3 Months | 17.59% | -7.43% | -7.58% |
| 12 Months | 43.58% | -11.09% | 11.88% |
| 5 Years | 91.06% | 166.71% | 110.33% |
| Trend Score (consistency of price movement) | IAU | XLE | S&P 500 |
| 1 Month | 79.4% | 11.6% | 23% |
| 3 Months | 92.6% | -45.1% | -88.5% |
| 12 Months | 94.7% | -8.3% | 55.1% |
| 5 Years | 72.9% | 94.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #4 | 22.4% | 6.37% |
| 3 Month | #6 | 27.0% | 27.2% |
| 12 Month | #8 | 61.5% | 28.3% |
| 5 Years | #26 | -28.4% | -9.16% |
FAQs
Does IAU iShares Gold Trust outperforms the market?
Yes,
over the last 12 months IAU made 43.58%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -11.09%.
Over the last 3 months IAU made 17.59%, while XLE made -7.43%.
Over the last 3 months IAU made 17.59%, while XLE made -7.43%.
Performance Comparison IAU vs Indeces and Sectors
IAU vs. Indices IAU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.49% | 6.31% | 21.8% | 31.7% |
| US NASDAQ 100 | QQQ | -4.52% | 4.04% | 21.4% | 30.9% |
| US Dow Jones Industrial 30 | DIA | -2.55% | 8.62% | 21.9% | 34.4% |
| German DAX 40 | DAX | -2.26% | 4.12% | 2.27% | 18.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.47% | 8.26% | 24.8% | 37.6% |
| Hongkong Hang Seng | HSI | -2.50% | 5.38% | 19.9% | 29.7% |
| India NIFTY 50 | INDA | -0.65% | 1.38% | 21.5% | 40.5% |
| Brasil Bovespa | EWZ | -2.69% | 0.84% | 18.1% | 49.4% |
IAU vs. Sectors IAU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.74% | 6.49% | 15.7% | 19.6% |
| Consumer Discretionary | XLY | -3.57% | 5.54% | 19.3% | 30.3% |
| Consumer Staples | XLP | 0.01% | 5.24% | 16.5% | 32.4% |
| Energy | XLE | 0.99% | 19.3% | 27.6% | 54.7% |
| Financial | XLF | -2.10% | 7.55% | 14.2% | 20.9% |
| Health Care | XLV | -3.41% | 9.23% | 23.5% | 41.9% |
| Industrial | XLI | -3.91% | 5.33% | 21.1% | 34.0% |
| Materials | XLB | -2.88% | 7.87% | 29.2% | 47.1% |
| Real Estate | XLRE | -1.97% | 6.75% | 22.7% | 25.5% |
| Technology | XLK | -5.94% | 3.75% | 25.1% | 35.9% |
| Utilities | XLU | -0.65% | 5.38% | 19.7% | 21.8% |
| Aerospace & Defense | XAR | -4.44% | -0.95% | 8.26% | 17.0% |
| Biotech | XBI | -4.79% | 3.16% | 34.4% | 45.4% |
| Homebuilder | XHB | -2.80% | 7.71% | 36.6% | 50.6% |
| Retail | XRT | -1.92% | 6.0% | 27.4% | 46.3% |