Aberdeen Standard Physical Precious Metals Basket Shares (GLTR): Historical Returns

Data Source: from January 1970 to March 2024 (~54 years)
Consolidated Returns as of 31 March 2024
Live Update: Apr 12 2024
Category: Commodities
Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF
ETF • LIVE PERFORMANCE (USD currency)
1.25%
1 Day
Apr 12 2024
7.41%
Current Month
April 2024

In the last 30 Years, the Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF obtained a 5.89% compound annual return, with a 26.83% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Commodity
  • Commodity: Broad Precious Metals

The Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF is part of the following Lazy Portfolios:

Portfolio Name Author GLTR Weight Currency
Gone Fishin' Portfolio Alexander Green 5.00% USD
Sheltered Sam 100/0 Bill Bernstein 3.00% USD
Sheltered Sam 90/10 Bill Bernstein 2.70% USD
Sheltered Sam 80/20 Bill Bernstein 2.40% USD
Sheltered Sam 70/30 Bill Bernstein 2.10% USD
Sheltered Sam 60/40 Bill Bernstein 1.80% USD
Sheltered Sam 50/50 Bill Bernstein 1.50% USD
Sheltered Sam 40/60 Bill Bernstein 1.20% USD
Sheltered Sam 30/70 Bill Bernstein 0.90% USD
Sheltered Sam 20/80 Bill Bernstein 0.60% USD
Sheltered Sam 10/90 Bill Bernstein 0.30% USD

Investment Returns as of Mar 31, 2024

The Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the actual US Inflation rates.
ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES (GLTR) ETF
Consolidated returns as of 31 March 2024
Live Update: Apr 12 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Mar 31, 2024
  1 Day Time ET(*) Apr 2024 1M 6M 1Y 5Y 10Y 30Y MAX
(~54Y)
Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF -1.25 7.41 8.40 13.49 4.70 8.44 3.29 5.89 8.45
US Inflation Adjusted return 7.99 11.69 1.19 4.08 0.44 3.27 4.31
Returns over 1 year are annualized | Available data source: since Jan 1970
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%

Capital Growth as of Mar 31, 2024

An investment of 1$, since April 1994, now would be worth 5.57$, with a total return of 456.53% (5.89% annualized).

The Inflation Adjusted Capital now would be 2.62$, with a net total return of 162.20% (3.27% annualized).
An investment of 1$, since January 1970, now would be worth 81.68$, with a total return of 8068.02% (8.45% annualized).

The Inflation Adjusted Capital now would be 9.86$, with a net total return of 886.24% (4.31% annualized).

Investment Metrics as of Mar 31, 2024

Metrics of Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF, updated as of 31 March 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the actual US Inflation rates.
ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES (GLTR) ETF
Advanced Metrics
Data Source: 1 January 1970 - 31 March 2024 (~54 years)
Swipe left to see all data
Metrics as of Mar 31, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~54Y)
Investment Return (%) 8.40 4.92 13.49 4.70 1.01 8.44 3.29 6.25 5.89 8.45
Infl. Adjusted Return (%) details 7.99 3.75 11.69 1.19 -4.38 4.08 0.44 3.56 3.27 4.31
US Inflation (%) 0.38 1.13 1.61 3.48 5.63 4.19 2.84 2.59 2.54 3.97
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) -9.72 -23.33 -23.33 -27.82 -68.86 -68.86 -68.86
Start to Recovery (# months) details 11 34* 34* 62 35 35 35
Start (yyyy mm) 2023 05 2021 06 2021 06 2014 07 2008 06 2008 06 2008 06
Start to Bottom (# months) 5 17 17 18 6 6 6
Bottom (yyyy mm) 2023 09 2022 10 2022 10 2015 12 2008 11 2008 11 2008 11
Bottom to End (# months) 6 17 17 44 29 29 29
End (yyyy mm) 2024 03 - - 2019 08 2011 04 2011 04 2011 04
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest
-53.30 -53.30 -53.30
Start to Recovery (# months) details 151* 151* 151*
Start (yyyy mm) 2023 05 2021 06 2021 06 2014 07 2011 09 2011 09 2011 09
Start to Bottom (# months) 5 17 17 18 52 52 52
Bottom (yyyy mm) 2023 09 2022 10 2022 10 2015 12 2015 12 2015 12 2015 12
Bottom to End (# months) 6 17 17 44 99 99 99
End (yyyy mm) 2024 03 - - 2019 08 - - -
Longest negative period (# months) details 11 35 44* 63 196 196 250
Period Start (yyyy mm) 2023 04 2021 04 2020 08 2014 04 2007 11 2007 11 1980 10
Period End (yyyy mm) 2024 02 2024 02 2024 03 2019 06 2024 02 2024 02 2001 07
Annualized Return (%) -3.71 -1.72 -0.28 -0.27 0.00 0.00 -0.03
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -10.97 -30.90 -32.18 -32.18 -68.56 -68.56 -73.34
Start to Recovery (# months) details 11* 34* 43* 43* 35 35 70
Start (yyyy mm) 2023 05 2021 06 2020 09 2020 09 2008 06 2008 06 1974 04
Start to Bottom (# months) 5 17 26 26 6 6 29
Bottom (yyyy mm) 2023 09 2022 10 2022 10 2022 10 2008 11 2008 11 1976 08
Bottom to End (# months) 6 17 17 17 29 29 41
End (yyyy mm) - - - - 2011 04 2011 04 1980 01
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest
-27.98 -55.87 -55.87 -68.55
Start to Recovery (# months) details 67 155* 155* 194
Start (yyyy mm) 2023 05 2021 06 2020 09 2014 07 2011 05 2011 05 1987 10
Start to Bottom (# months) 5 17 26 18 56 56 131
Bottom (yyyy mm) 2023 09 2022 10 2022 10 2015 12 2015 12 2015 12 1998 08
Bottom to End (# months) 6 17 17 49 99 99 63
End (yyyy mm) - - - 2020 01 - - 2003 11
Longest negative period (# months) details 11 36* 54 119 214 214 353
Period Start (yyyy mm) 2023 04 2021 04 2019 09 2014 04 2006 05 2006 05 1974 03
Period End (yyyy mm) 2024 02 2024 03 2024 02 2024 02 2024 02 2024 02 2003 07
Annualized Return (%) -6.85 -4.38 -0.71 -0.33 -0.35 -0.35 -0.22
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 13.83 16.02 17.09 16.12 24.89 26.83 27.60
Sharpe Ratio -0.04 -0.09 0.38 0.13 0.20 0.13 0.16
Sortino Ratio -0.05 -0.14 0.58 0.19 0.27 0.19 0.24
Ulcer Index 4.66 13.44 10.83 13.26 31.56 31.99 31.31
Ratio: Return / Standard Deviation 0.34 0.06 0.49 0.20 0.25 0.22 0.31
Ratio: Return / Deepest Drawdown 0.48 0.04 0.36 0.12 0.09 0.09 0.12
% Positive Months details 41% 44% 46% 46% 52% 52% 52%
Positive Months 5 16 28 56 125 190 339
Negative Months 7 20 32 64 115 170 312
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 3.29 11.36 26.48 26.50
Worst 10 Years Return (%) - Annualized -4.76 -4.76 -4.76
Best 10 Years Return (%) - Annualized 0.44 8.80 22.87 22.87
Worst 10 Years Return (%) - Annualized -6.11 -6.11 -7.05
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized 105.26 53.57 40.92 26.48 12.01 5.89
Worst Rolling Return (%) - Annualized -66.04 -24.85 -11.77 -4.76 5.20
% Positive Periods 59% 60% 68% 83% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.87 18.94 10.79 5.90 4.81 4.42
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 2.36 2.73
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 101.40 48.97 36.61 22.87 9.77 3.27
Worst Rolling Return (%) - Annualized -66.05 -26.49 -13.94 -6.11 2.96
% Positive Periods 53% 52% 64% 69% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.87 18.94 10.79 5.90 4.81 4.42
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 2.36 2.73
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1970 - Mar 2024)
Best Rolling Return (%) - Annualized 174.46 71.22 40.92 26.50 13.71 12.41
Worst Rolling Return (%) - Annualized -66.04 -24.85 -13.87 -4.76 -0.80 4.62
% Positive Periods 58% 63% 73% 84% 98% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.87 15.95 8.81 5.52 2.99 2.14
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - - 0.20
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 144.24 61.35 36.61 22.87 9.77 7.98
Worst Rolling Return (%) - Annualized -66.05 -29.05 -16.28 -7.05 -4.30 0.31
% Positive Periods 53% 55% 66% 64% 91% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.87 15.95 8.81 5.52 2.99 2.14
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - - 0.20
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Mar 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES (GLTR) ETF
Monthly correlations as of 31 March 2024
Swipe left to see all data
Correlation vs GLTR
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
VTI
US Total Stock Market
0.26
0.35
0.22
0.40
0.39
SPY
US Large Cap
0.29
0.37
0.23
0.38
0.37
IJR
US Small Cap
0.22
0.22
0.11
0.40
0.38
VNQ
US REITs
0.34
0.36
0.27
0.39
0.37
QQQ
US Technology
0.06
0.34
0.19
0.30
0.28
PFF
Preferred Stocks
0.12
0.33
0.27
0.29
0.29
EFA
EAFE Stocks
0.42
0.41
0.29
0.50
0.49
VT
World All Countries
0.34
0.40
0.29
0.48
0.48
EEM
Emerging Markets
0.41
0.48
0.43
0.61
0.59
VGK
Europe
0.48
0.42
0.30
0.44
0.44
VPL
Pacific
0.35
0.38
0.29
0.50
0.49
FLLA
Latin America
0.16
0.32
0.36
0.54
0.53
BND
US Total Bond Market
0.38
0.45
0.43
0.19
0.18
TLT
Long Term Treasuries
0.31
0.33
0.34
0.02
0.02
BIL
US Cash
-0.08
0.03
0.07
0.00
0.00
TIP
TIPS
0.46
0.47
0.47
0.29
0.27
LQD
Invest. Grade Bonds
0.38
0.47
0.44
0.27
0.26
HYG
High Yield Bonds
0.34
0.44
0.39
0.42
0.41
CWB
US Convertible Bonds
0.14
0.36
0.29
0.45
0.44
BNDX
International Bonds
0.41
0.41
0.34
0.23
0.23
EMB
Emerg. Market Bonds
0.44
0.52
0.48
0.48
0.47
GLD
Gold
0.94
0.89
0.91
0.68
0.69
DBC
Commodities
0.31
0.26
0.26
0.48
0.45

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES (GLTR) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1970 - 31 March 2024 (~54 years)
Inflation Adjusted:
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Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES (GLTR) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1970 - 31 March 2024 (~54 years)
Inflation Adjusted:

If you need a deeper detail about rolling returns, please refer to the Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
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Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Aberdeen Standard Physical Precious Metals Basket Shares (GLTR) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ABERDEEN STANDARD PHYSICAL PRECIOUS METALS BASKET SHARES (GLTR) ETF
Monthly Returns Distribution
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1970 - 31 March 2024 (~54 years)
190 Positive Months (53%) - 170 Negative Months (47%)
339 Positive Months (52%) - 312 Negative Months (48%)
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(Scroll down to see all data)
Investment Returns, up to December 2010, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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