(OUNZ) VanEck Merk Gold Trust - Performance 39.1% in 12m
Compare OUNZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.02%
#9 in Group
Rel. Strength
88.02%
#959 in Universe
Total Return 12m
39.12%
#8 in Group
Total Return 5y
93.91%
#18 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: OUNZ (39.1%) vs XLE (-12.8%)
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 |
-0.78% | 9.17% | 115% | - | - | - | - | - |
| IAUM NYSE ARCA iShares Gold Trust Micro |
11.2% | 39.5% | 88% | - | - | - | - | - |
| GLDM NYSE ARCA SPDR Gold MiniShares |
11.2% | 39.4% | 95.3% | - | - | - | - | - |
| BAR NYSE ARCA GraniteShares Gold Trust |
10.6% | 39.7% | 94.1% | - | - | - | - | - |
| SGOL NYSE ARCA abrdn Physical Gold Shares |
11.1% | 39.3% | 94.7% | - | - | - | - | - |
| AAAU BATS Goldman Sachs Physical Gold |
10.7% | 39.8% | 92.7% | - | - | - | - | - |
| OUNZ NYSE ARCA VanEck Merk Gold Trust |
11.1% | 39.1% | 93.9% | - | - | - | - | - |
| IAU NYSE ARCA iShares Gold Trust |
11.1% | 39.3% | 93.9% | - | - | - | - | - |
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 | 11.13% | -11.92% | -6.90% |
| 3 Months | 22.76% | -13.85% | -11.64% |
| 12 Months | 39.12% | -12.80% | 6.50% |
| 5 Years | 93.91% | 197.78% | 101.06% |
| Trend Score (consistency of price movement) | OUNZ | XLE | S&P 500 |
| 1 Month | 67.4% | -64.4% | -74.5% |
| 3 Months | 93.0% | -28.8% | -88.2% |
| 12 Months | 94.2% | -5.9% | 66.1% |
| 5 Years | 72.8% | 94.8% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #8 | 26.2% | 19.5% |
| 3 Month | #8 | 42.5% | 37.8% |
| 12 Month | #10 | 59.5% | 31.6% |
| 5 Years | #25 | -34.9% | -3.42% |
FAQs
Does OUNZ VanEck Merk Gold Trust outperforms the market?
Yes,
over the last 12 months OUNZ made 39.12%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -12.80%.
Over the last 3 months OUNZ made 22.76%, while XLE made -13.85%.
Over the last 3 months OUNZ made 22.76%, while XLE made -13.85%.
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 | 7.39% | 18.0% | 33.5% | 32.6% |
| US NASDAQ 100 | QQQ | 12.4% | 19.0% | 33.7% | 35.5% |
| US Dow Jones Industrial 30 | DIA | 8.78% | 17.6% | 33.2% | 33.7% |
| German DAX 40 | DAX | -0.57% | 19.2% | 15.0% | 19.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 6.63% | 19.1% | 26.6% | 33.1% |
| Hongkong Hang Seng | HSI | 3.55% | 21.8% | 30.1% | 22.2% |
| India NIFTY 50 | INDA | 7.92% | 7.71% | 34.2% | 38.4% |
| Brasil Bovespa | EWZ | 3.48% | 15.8% | 31.5% | 48.8% |
OUNZ vs. Sectors OUNZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 12.1% | 18.7% | 25.4% | 25.9% |
| Consumer Discretionary | XLY | 13.5% | 17.4% | 31.4% | 31.8% |
| Consumer Staples | XLP | 6.67% | 11.2% | 26.0% | 26.6% |
| Energy | XLE | 11.0% | 23.1% | 34.7% | 51.9% |
| Financial | XLF | 9.22% | 16.0% | 25.7% | 19.8% |
| Health Care | XLV | 9.52% | 17.9% | 34.8% | 39.3% |
| Industrial | XLI | 9.43% | 17.1% | 34.3% | 35.2% |
| Materials | XLB | 8.43% | 18.6% | 41.0% | 47.1% |
| Real Estate | XLRE | 6.18% | 16.1% | 33.9% | 24.8% |
| Technology | XLK | 12.6% | 21.0% | 39.7% | 42.3% |
| Utilities | XLU | 6.41% | 13.2% | 29.4% | 12.7% |
| Aerospace & Defense | XAR | 7.27% | 11.7% | 24.2% | 16.0% |
| Biotech | XBI | 7.41% | 26.0% | 49.5% | 51.2% |
| Homebuilder | XHB | 12.5% | 20.3% | 53.0% | 50.8% |
| Retail | XRT | 12.2% | 16.9% | 40.9% | 46.1% |