Performance analysis of PHYS (Sprott Physical Gold Trust)
Annual Return
Over the past 3 years, PHYS has had an average annual return of +30.53%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, PHYS has had an average annual return of +17.82%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, PHYS has had an average annual return of +12.53%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 26, 2010, PHYS has had an average annual return of +8.07%, underperforming the benchmark SPY, which returned +14.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.76% | +63.95% | +26.43% | +12.98% | -1.81% | -4.84% | +23.89% | +18.14% | -2.64% | +12.79% | +7.56% | -10.65% |
| 2014 | 2013 | 2012 | 2011 | 2010 | |||||||
| -1.91% | -29.91% | +2.97% | +11.78% | +28.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.42% | +10.12% | -11.73% | -1.19% | -1.71% | -1.42% | +2.76% | ||||||
| 2025 | +7.50% | +2.08% | +8.87% | +4.49% | +0.04% | +0.80% | -0.71% | +5.36% | +11.69% | +2.47% | +6.33% | +2.32% | +63.95% |
| 2024 | -1.13% | +0.26% | +9.57% | +2.25% | +2.26% | -0.16% | +5.09% | +2.58% | +4.67% | +4.61% | -4.03% | -1.57% | +26.43% |
| 2023 | +5.96% | -5.89% | +9.96% | +0.39% | -0.58% | -3.31% | +2.55% | -0.98% | -5.48% | +8.24% | +2.32% | +0.44% | +12.98% |
| 2022 | -0.42% | +5.39% | +1.99% | -2.60% | -3.94% | -1.39% | -2.54% | -3.55% | -3.98% | -1.48% | +8.01% | +3.53% | -1.81% |
| 2021 | -3.71% | -5.64% | -2.19% | +4.18% | +8.73% | -7.63% | +2.35% | -0.07% | -3.84% | +2.18% | -0.99% | +2.86% | -4.84% |
| 2020 | +4.76% | -1.73% | +4.63% | +4.80% | +1.02% | +3.02% | +9.92% | -0.45% | -3.90% | -0.26% | -7.46% | +8.64% | +23.89% |
| 2019 | +3.29% | -0.47% | -1.41% | -1.92% | +1.47% | +8.93% | +0.27% | +7.92% | -3.59% | +2.54% | -2.97% | +3.57% | +18.14% |
| 2018 | +3.59% | -2.10% | +0.10% | -0.56% | -1.22% | -3.60% | -2.65% | -2.62% | -1.04% | +2.41% | +0.41% | +4.99% | -2.64% |
| 2017 | +5.96% | +3.12% | -0.39% | +1.27% | -0.09% | -2.03% | +2.17% | +4.25% | -3.24% | -0.96% | +0.39% | +2.02% | +12.79% |
Drawdown analysis of PHYS (Sprott Physical Gold Trust)
The maximum drawdown for the PHYS was -48.16%, occurring on Dec 17, 2015. Recovery took 2066 trading sessions.
The current PHYS drawdown is -17.10%.
Since Feb 26, 2010 PHYS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.16% | Aug 22, 2011 | 1088 | Dec 17, 2015 | 2066 | Mar 6, 2024 | 3154 |
| -19.35% | Jan 29, 2026 | 39 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -15.31% | May 14, 2010 | 50 | Jul 27, 2010 | 150 | Mar 1, 2011 | 200 |
| -11.08% | Oct 20, 2025 | 6 | Oct 28, 2025 | 38 | Dec 22, 2025 | 44 |
| -9.90% | Apr 29, 2011 | 4 | May 5, 2011 | 46 | Jul 12, 2011 | 50 |
| -9.23% | Oct 30, 2024 | 11 | Nov 14, 2024 | 52 | Feb 3, 2025 | 63 |
| -7.71% | Apr 21, 2025 | 17 | May 14, 2025 | 21 | Jun 13, 2025 | 38 |
| -5.66% | Apr 2, 2025 | 3 | Apr 7, 2025 | 3 | Apr 10, 2025 | 6 |
| -5.62% | May 20, 2024 | 13 | Jun 7, 2024 | 25 | Jul 16, 2024 | 38 |
| -4.92% | Dec 26, 2025 | 3 | Dec 31, 2025 | 7 | Jan 12, 2026 | 10 |
| -4.90% | Jul 22, 2025 | 6 | Jul 30, 2025 | 22 | Aug 29, 2025 | 28 |
| -4.87% | Jun 13, 2025 | 9 | Jun 27, 2025 | 16 | Jul 22, 2025 | 25 |
| -4.38% | Apr 16, 2024 | 10 | Apr 30, 2024 | 13 | May 17, 2024 | 23 |
| -4.24% | Jul 16, 2024 | 7 | Jul 25, 2024 | 12 | Aug 12, 2024 | 19 |
| -4.15% | Mar 7, 2011 | 26 | Apr 12, 2011 | 4 | Apr 18, 2011 | 30 |
| -3.84% | May 11, 2010 | 2 | May 13, 2010 | 1 | May 14, 2010 | 3 |
| -3.68% | May 3, 2010 | 1 | May 4, 2010 | 2 | May 6, 2010 | 3 |
| -3.41% | Feb 24, 2025 | 4 | Feb 28, 2025 | 9 | Mar 13, 2025 | 13 |
| -3.19% | Mar 5, 2010 | 8 | Mar 17, 2010 | 12 | Apr 5, 2010 | 20 |
| -2.75% | Aug 10, 2011 | 2 | Aug 12, 2011 | 2 | Aug 16, 2011 | 4 |
| -2.74% | Apr 21, 2010 | 3 | Apr 26, 2010 | 1 | Apr 27, 2010 | 4 |
| -2.40% | Jul 14, 2011 | 5 | Jul 21, 2011 | 9 | Aug 3, 2011 | 14 |
| -2.24% | Apr 12, 2010 | 1 | Apr 13, 2010 | 2 | Apr 15, 2010 | 3 |
| -2.17% | Apr 21, 2011 | 2 | Apr 26, 2011 | 1 | Apr 27, 2011 | 3 |
| -2.12% | Sep 26, 2024 | 9 | Oct 9, 2024 | 5 | Oct 16, 2024 | 14 |