Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAUM (iShares® Gold Trust Micro) | -1.84% | 25.00% | 29.73% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAUM (iShares® Gold Trust Micro) | 07/02/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.74 | 25.00 | 29.73 | NA | NA | NA | NA | … | … | -1.84 | 72.64 | 26.60 | 13.12 | -0.49 | 2.35 |
| Sharpe Ratio | NA | 0.79 | 1.28 | NA | NA | NA | NA | … | … | -0.22 | 3.70 | 1.35 | 0.67 | -0.12 | 0.39 |
| Standard Deviation(%) | NA | 27.34 | 20.18 | NA | NA | NA | NA | … | … | 34.74 | 19.25 | 15.00 | 13.28 | 15.19 | 11.97 |
| Draw Down(%) | NA | 24.37 | 24.37 | NA | NA | NA | NA | … | … | 24.37 | 10.05 | 8.09 | 11.19 | 20.87 | 5.69 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 07/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUM (iShares® Gold Trust Micro) |
11.22%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAUM (iShares® Gold Trust Micro) |
42.25%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart