Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XAUMF (GoldMoney Inc) 49.54% 83.58% 16.18% -0.88% NA NA NA
Data as of 06/10/2026, Common starting date is 09/23/2016
More Performance Analytics Comparison
Name Start Date End Date
XAUMF (GoldMoney Inc) 09/23/2016 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.09 83.58 16.18 -0.88 NA NA NA 49.54 42.24 -9.48 -6.19 -19.75 -19.11 34.79 17.26 -75.30 105.40 -17.43
Sharpe Ratio NA 1.85 0.35 -0.08 NA NA NA 2.85 1.22 -0.36 -0.30 -0.51 -0.31 0.51 0.28 -1.25 1.73 -0.85
Standard Deviation(%) NA 44.88 37.62 39.71 NA NA NA 53.53 32.86 36.33 32.81 41.78 61.46 67.00 55.55 61.26 61.01 60.37
Draw Down(%) NA 22.99 36.22 60.17 NA NA NA 20.17 20.75 30.24 32.07 34.10 53.69 34.40 30.78 78.70 34.98 42.70
Yield(%) 0.00 0.00 0.00 0.00 0.05 0.04 0.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.23 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XAUMF (GoldMoney Inc) -30.86%
Oct 2017 – Oct 2020
-24.37%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XAUMF (GoldMoney Inc) 18.98%
Feb 2023 – Feb 2026
0.00%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return