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REDDIT

Gold as part of an overall portfolio

T
Apr 13, 2025 · 13:04

I've seen a few posts asking about gold, so here is some data about it that one might want to consider.

|Metric|Years (1-1972-3/2025)|LMBA Gold Index|S&P 500|
|:-|:-|:-|:-|
|Average|53 3/12|8.34% +/- 21.26%|10.88% +/- 16.59%|
|Rolling 12-Month Average|628|10.22%|12.28%|
|Up Markets|502|9.50%|18.58%|
|Down Markets|126|13.07%|\-12.81%|
|Return to Risk Ratio||0.39|0.66|
|Return to Inflation Ratio||0.31|0.50|
|Sharpe Ratio||0.28|0.47|
|Sortino Ratio||0.49|0.66|
|Best 12 Months||179.86%|61.18%|
|Worst 12 Months||\-37.78%|\-43.32%|

I think one wants to take all of these into account when they make a decision about gold. Me? My data shows that it enhances the overall return of one's portfolio.