Gold & Precious Metals Comparison
Compare investments in physical gold, ETFs, closed-end funds, miners, silver, platinum, & palladium




How to get this report

The Gold & Precious Metals Comparison report is included in the Advanced Subscription Package. 



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The Gold & Precious Metals Comparison is a 1-page report comparing 63 investable portfolios and funds related to gold and precious metals.  Subscribe to the Advanced Subscription to receive this report.

The Gold & Precious Metals Comparison contains 34 metrics for each portfolio, plus three scatterplot charts at the bottom of the page showing risk vs. return for the most recent 12-month, 36-month, and 60-month periods.

 What you can do:
  • Identify the best risk-adjusted returns using the risk vs. return scatterplot chart
  • Compare portfolios head-to-head using 34 risk and return metrics, including 5-year total return, trends, alpha, and Modigliani risk-adjusted return.
  • Compare the correlation for each portfolio with five major asset classes
  • Compare the latest close with 50-day and 200-day moving averages
  • Find new ideas for investing in gold and precious metals
Update frequency: The Gold & Precious Metals Comparison is updated daily.

How to subscribe
This daily comparison is available as part of the Advanced Subscription package, which includes 9 different in-depth, 1-page comparison reports. See the Pricing page for details.
 
Portfolio categories included on the Gold & Precious Metals Comparison: 
  • 5 gold mining companies
  • 8 index equity funds
  • 11 institutional equity funds
  • 17 retail equity funds
  • 3 portfolios based on precious metals futures contracts
  • 4 physical gold funds
  • 10 white metal portfolios (Silver, Palladium, Platinum)
  • 1 benchmark fund

Portfolios types included on the Gold & Precious Metals Comparison:
  • closed-end funds
  • individual equities
  • open-end funds
  • exchange-traded funds (ETF)
  • exchange-traded note (ETN)

Metrics included for each portfolio on the Gold & Precious Metals Comparison:
  • daily return
  • 1-week return
  • 4-week return
  • return vs. 50-day moving average
  • return vs. 200-day moving average
  • 200-day trend
  • Year-to-date (YTD) return
  • recent yield
  • 1-year return
  • 3-year return
  • 5-year return
  • 60-month trend
  • calendar year total return (last four years)
  • standard deviation (1-year, 3-year, and 5-year)
  • maximum draw down during past 5 years
  • beta (vs. ACWI index)
  • R-squared
  • Modigliani risk-adjusted return % (1-year, 3-year, and 5-year)
  • Alpha % (1-year, 3-year, and 5-year)
  • correlation to All-Country World equities
  • correlation to S&P 500
  • correlation to broad commodities
  • correlation to total bond return
  • correlation to gold return

Graphical comparisons included: 
  • comparative graphs for all returns, across all portfolios
  • trend graph for 200-day adjusted closing price
  • trend graph 60-month adjusted closing price
  • bubble comparison for recent yield
  • bubble comparison for standard deviation (1-year, 3-year, and 5-year)
  • heatmap for correlations to global equities, S&P 500, commodities, bonds, and gold