(OUNZ) VanEck Merk Gold Trust - Performance 43.5% in 12m
Compare OUNZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.48%
#11 in Group
Rel. Strength
87.67%
#985 in Universe
Total Return 12m
43.45%
#9 in Group
Total Return 5y
90.64%
#21 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: OUNZ (43.5%) 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: OUNZ vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for OUNZ
| Total Return (including Dividends) | OUNZ | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 5.37% | -13.86% | -0.87% |
| 3 Months | 17.41% | -7.43% | -7.58% |
| 12 Months | 43.45% | -11.09% | 11.88% |
| 5 Years | 90.64% | 166.71% | 110.33% |
| Trend Score (consistency of price movement) | OUNZ | XLE | S&P 500 |
| 1 Month | 78.1% | 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 | #8 | 22.3% | 6.30% |
| 3 Month | #9 | 26.8% | 27.0% |
| 12 Month | #9 | 61.4% | 28.2% |
| 5 Years | #27 | -28.5% | -9.36% |
FAQs
Does OUNZ VanEck Merk Gold Trust outperforms the market?
Yes,
over the last 12 months OUNZ made 43.45%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -11.09%.
Over the last 3 months OUNZ made 17.41%, while XLE made -7.43%.
Over the last 3 months OUNZ made 17.41%, while XLE made -7.43%.
Performance Comparison OUNZ vs Indeces and Sectors
OUNZ vs. Indices OUNZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.57% | 6.24% | 21.7% | 31.6% |
| US NASDAQ 100 | QQQ | -4.60% | 3.97% | 21.3% | 30.8% |
| US Dow Jones Industrial 30 | DIA | -2.63% | 8.55% | 21.8% | 34.3% |
| German DAX 40 | DAX | -2.34% | 4.05% | 2.19% | 18.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.39% | 8.19% | 24.7% | 37.5% |
| Hongkong Hang Seng | HSI | -2.58% | 5.31% | 19.8% | 29.6% |
| India NIFTY 50 | INDA | -0.73% | 1.31% | 21.4% | 40.4% |
| Brasil Bovespa | EWZ | -2.77% | 0.77% | 18.0% | 49.3% |
OUNZ vs. Sectors OUNZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.82% | 6.42% | 15.6% | 19.5% |
| Consumer Discretionary | XLY | -3.65% | 5.47% | 19.2% | 30.1% |
| Consumer Staples | XLP | -0.07% | 5.17% | 16.4% | 32.3% |
| Energy | XLE | 0.91% | 19.2% | 27.5% | 54.5% |
| Financial | XLF | -2.18% | 7.48% | 14.1% | 20.8% |
| Health Care | XLV | -3.49% | 9.16% | 23.4% | 41.7% |
| Industrial | XLI | -3.99% | 5.26% | 21.0% | 33.9% |
| Materials | XLB | -2.96% | 7.80% | 29.1% | 47.0% |
| Real Estate | XLRE | -2.05% | 6.68% | 22.6% | 25.4% |
| Technology | XLK | -6.02% | 3.68% | 25.1% | 35.7% |
| Utilities | XLU | -0.73% | 5.31% | 19.6% | 21.6% |
| Aerospace & Defense | XAR | -4.52% | -1.02% | 8.18% | 16.9% |
| Biotech | XBI | -4.87% | 3.09% | 34.4% | 45.3% |
| Homebuilder | XHB | -2.88% | 7.64% | 36.5% | 50.5% |
| Retail | XRT | -2.0% | 5.93% | 27.3% | 46.2% |