IncomeShares Gold (UK) Performance
| GLDE Etf | 1,213 6.25 0.51% |
The etf retains a Market Volatility (i.e., Beta) of 0.0606, which attests to not very significant fluctuations relative to the market. As returns on the market increase, IncomeShares Gold's returns are expected to increase less than the market. However, during the bear market, the loss of holding IncomeShares Gold is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in IncomeShares Gold Yield are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, IncomeShares Gold may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more
IncomeShares |
IncomeShares Gold Relative Risk vs. Return Landscape
If you would invest 110,303 in IncomeShares Gold Yield on October 24, 2025 and sell it today you would earn a total of 10,997 from holding IncomeShares Gold Yield or generate 9.97% return on investment over 90 days. IncomeShares Gold Yield is generating 0.1572% of daily returns and assumes 0.8738% volatility on return distribution over the 90 days horizon. Simply put, 7% of etfs are less volatile than IncomeShares, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
IncomeShares Gold Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IncomeShares Gold's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IncomeShares Gold Yield, and traders can use it to determine the average amount a IncomeShares Gold's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average IncomeShares Gold is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IncomeShares Gold by adding it to a well-diversified portfolio.
About IncomeShares Gold Performance
Assessing IncomeShares Gold's fundamental ratios provides investors with valuable insights into IncomeShares Gold's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the IncomeShares Gold is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.