SGOL vs JMBS
Comparison between abrdn Physical Gold Shares ETF (SGOL, ETF) and JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF).
5-Year PerformanceSGOL has outperformed JMBS, delivering a return of +16.9% compared to +0.7%
SGOL vs JMBS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SGOL vs JMBS - Historical Returns
Returns include dividend reinvestment.
SGOL vs JMBS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SGOL | JMBS |
|---|---|---|
| 2026 | -8.24% | +0.82% |
| 2025 | +61.80% | +8.67% |
| 2024 | +27.29% | +2.14% |
| 2023 | +12.16% | +5.34% |
| 2022 | +0.98% | -11.28% |
| 2021 | -6.05% | -0.50% |
| 2020 | +24.27% | +5.74% |
| 2019 | +18.07% | +6.91% |
| 2018 | -3.08% | +1.53% |
| 2017 | +12.01% | N/A |
| 2016 | +6.54% | N/A |
| 2015 | -11.03% | N/A |
| 2014 | -3.67% | N/A |
| 2013 | -28.85% | N/A |
| 2012 | +3.87% | N/A |
| 2011 | +10.17% | N/A |
| 2010 | +26.32% | N/A |
| 2009 | +10.54% | N/A |
SGOL vs JMBS Drawdown Comparison
The maximum drawdown for SGOL was -45.51%, occurring on Dec 17, 2015. Recovery took 2247 trading sessions.
The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.
The current SGOL drawdown is -26.32%. The current JMBS drawdown is -1.58%.
| Rank | SGOL | JMBS |
|---|---|---|
| #1 | -45.51% Aug 22, 2011 - Jul 28, 2020 | -16.68% Aug 3, 2021 - Sep 5, 2025 |
| #2 | -26.32% Jan 29, 2026 - Jul 16, 2026 | -4.28% Mar 9, 2020 - May 1, 2020 |
| #3 | -21.56% Aug 6, 2020 - Dec 27, 2023 | -3.06% Feb 27, 2026 - May 19, 2026 |
| #4 | -12.65% Dec 2, 2009 - May 11, 2010 | -1.46% Sep 13, 2018 - Dec 4, 2018 |
| #5 | -10.06% Oct 20, 2025 - Dec 22, 2025 | -0.97% Feb 3, 2021 - Aug 2, 2021 |
| #6 | -8.11% Oct 30, 2024 - Jan 30, 2025 | -0.93% Oct 28, 2025 - Nov 25, 2025 |
| #7 | -8.07% Dec 6, 2010 - Mar 1, 2011 | -0.78% Sep 15, 2025 - Oct 10, 2025 |
| #8 | -7.61% Jun 18, 2010 - Sep 14, 2010 | -0.68% Nov 26, 2025 - Dec 18, 2025 |
| #9 | -7.13% Apr 21, 2025 - Jun 13, 2025 | -0.67% Jun 11, 2020 - Aug 4, 2020 |
| #10 | -5.85% Apr 29, 2011 - Jul 12, 2011 | -0.65% Jan 14, 2026 - Feb 5, 2026 |
| #11 | -5.69% May 20, 2024 - Jul 16, 2024 | -0.58% Mar 27, 2019 - May 7, 2019 |
| #12 | -5.33% Nov 8, 2010 - Dec 3, 2010 | -0.53% Sep 4, 2019 - Oct 2, 2019 |
| #13 | -5.13% May 12, 2010 - Jun 17, 2010 | -0.49% Jan 4, 2019 - Jan 31, 2019 |
| #14 | -4.89% Dec 26, 2025 - Jan 12, 2026 | -0.48% Dec 30, 2025 - Jan 9, 2026 |
| #15 | -4.80% Mar 31, 2025 - Apr 10, 2025 | -0.44% Oct 7, 2019 - Nov 5, 2019 |
Correlation
Correlation between SGOL and JMBS is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
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