IAUM Performance: 57.1% Return (12 Months)

IAUM returned 57.1% over 12 months, outperforming the S&P 500 (31.5%). Volatility: 37.5%.

RS IBD 48.86
Top 40% in Peers
Volatility 37.5%
Top 32% in Peers
Total Return 12m 57.07%
Top 40% in Peers
RS Rating 77.06
Top 40% in Peers
P/E
P/E Trailing -
P/E Forward -
High / Low 52w
52 Week High 53.79 USD
52 Week Low 29.65 USD
Sentiment
VRO Trend Strength ±100 6.81
Buy Signal ±3 -0.26
Drawdowns 3y
Max Drawdown 19.15%
Mean Drawdown 3.19%
Compare performance with 32 peers in Commodities Focused
12m Total Return: IAUM (57.1%) vs PEER ETF Total Return of Gold Trust Micro versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for IAUM Performance: 57.1% Return (12 Months)

Top Performer in Commodities Focused (5/32)

Short Term Performance
SYMBOL 1W 1M 3M
USO 6.23% 43.20% 96.41%
BNO 0.24% 34.49% 88.24%
DBE -0.82% 26.53% 73.50%
UGA -0.16% 25.88% 70.73%
DBO -6.72% 15.12% 56.61%
IAUM 3.49% -7.95% 5.10%
Long Term Performance
SYMBOL 6M 12M 5Y
SLV 49.32% 142.41% 184.93%
SIVR 49.33% 142.15% 187.96%
USO 89.27% 109.03% 242.40%
BNO 81.67% 101.71% 244.49%
UGA 66.22% 85.79% 234.54%
IAUM 17.96% 57.07% 163.09%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
UGA NYSE ARCA
United States Gasoline Fund		 145M 25.9% 85.8% 235% - - - - -
BNO NYSE ARCA
United States Brent Oil Fund		 926M 34.5% 102% 244% - - - - -
USO NYSE ARCA
United States Oil Fund		 2.61B 43.2% 109% 242% - - - - -
DBE NYSE ARCA
DB Energy Fund		 83.5M 26.5% 81.6% 169% - - - - -
DBO NYSE ARCA
DB Oil Fund		 391M 15.1% 59.6% 110% - - - - -
GLDM NYSE ARCA
Gold Mini Shares		 29.1B -7.87% 56.9% 169% - - - - -
IAUM NYSE ARCA
Gold Trust Micro		 7.07B -7.95% 57.1% 163% - - - - -
OUNZ NYSE ARCA
Merk Gold Trust		 2.74B -7.93% 56.8% 167% - - - - -
AAAU BATS
Goldman Sachs Physical Gold		 2.77B -7.95% 56.6% 168% - - - - -
BAR NYSE ARCA
GraniteShares Gold Trust		 1.57B -7.92% 56.9% 168% - - - - -

Performance: IAUM vs S&P 500

Total Return vs S&P 500
PERIOD IAUM S&P 500 DIFFERENCE
1 Month -7.95% -3.48% -4.63%
3 Months 5.10% -4.38% 9.91%
6 Months 17.96% -1.79% 20.11%
12 Months 57.07% 31.52% 19.42%
5 Years 163.09% 72.80% 60.90%

IAUM Performance FAQ

Does IAUM outperform the market?

Yes, IAUM significantly outperforms the market. Over the past 12 months, IAUM returned 57.07% compared to 31.52% for the S&P 500.

What is the IAUM return over the last 12 months?

IAUM has returned 57.07% over the past 12 months, including dividends. Over 3 months the return was 5.10%, and over 5 years 163.09%.

How risky is IAUM?

IAUM has relatively low risk with a maximum drawdown of 19.15% over the past 3 years. The average drawdown is 3.19%.

IAUM vs Sectors (12m)

Sorted by outperformance. Positive = IAUM beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 48.6%
Health Care XLV 46%
Real Estate XLRE 43.8%
Financials XLF 43%
Consumer Discretionary XLY 36.4%
Communication Services XLC 27.6%
Communication Services XLC 27.6%
Materials XLB 22.9%
Industrials XLI 15.7%
Technology XLK 8%
Energy XLE 0.8%

IAUM vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 19.42%
Gold GLD 0.2%
Long-Term Bonds TLT 56.3%