IAU (iShares Gold Trust) — over the past 10 years it returned about 11.6% annualized on a total-return basis, yields roughly 0.00%, and had a worst drawdown near -26.4%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $33,430 today.
Sortino
1.00
Volatility
16.4%
$10k → today
$33,430
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $0.00 | — |
| 2021 | $0.00 | — |
| 2022 | $0.00 | — |
| 2023 | $0.00 | — |
| 2024 | $0.00 | — |
| 2025 | $0.00 | — |
Risk & return vs the S&P 500
| Metric | IAU | SPY |
|---|---|---|
| CAGR | 11.6% | 14.4% |
| Volatility | 16.4% | 17.6% |
| Sharpe | 0.75 | 0.85 |
| Sortino | 1.00 | 1.04 |
| Max drawdown | -26.4% | -33.7% |
| Dividend yield | 0.00% | 1.00% |