TWN vs SGDM

Comparison between Taiwan Fund Inc (TWN, ETF) and Sprott Gold Miners ETF (SGDM, ETF).

5-Year PerformanceTWN has outperformed SGDM, delivering a return of +34.9% compared to +20.4%

TWN vs SGDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TWN(ETF)	SGDM(ETF)
Net Assets	$671M	$671M
Expense Ratio	N/A	0.46%
Max Drawdown	71.62%	55.72%
Sharpe Ratio	3.56	1.01
5Y Beta	0.88	0.73
5Y Dividends CAGR	13.36%	36.06%

Net Assets

Winner

TWN

$671M

SGDM

$671M

Expense Ratio

TWN

N/A

SGDM

0.46%

Max Drawdown

TWN

71.62%

Winner

SGDM

55.72%

Sharpe Ratio

Winner

TWN

3.56

SGDM

1.01

5Y Beta

TWN

0.88

Winner

SGDM

0.73

5Y Dividends CAGR

TWN

13.36%

Winner

SGDM

36.06%

TWN vs SGDM - Historical Returns

Returns include dividend reinvestment.

Period	TWN	SGDM
1 month	+11.08%	-5.73%
3 months	+54.79%	-7.02%
6 months	+95.23%	-2.25%
1 year	+162.09%	+50.00%
5 years(CAGR)	+34.94%	+20.40%
10 years(CAGR)	+29.94%	+11.94%
Max(CAGR)	+11.35%	+9.85%

Winner

TWN

+11.08%

SGDM

-5.73%

Winner

TWN

+54.79%

SGDM

-7.02%

Winner

TWN

+95.23%

SGDM

-2.25%

Winner

TWN

+162.09%

SGDM

+50.00%

5Y(CAGR)

Winner

TWN

+34.94%

SGDM

+20.40%

10Y(CAGR)

Winner

TWN

+29.94%

SGDM

+11.94%

Max(CAGR)

Winner

TWN

+11.35%

SGDM

+9.85%

TWN vs SGDM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TWN	SGDM
2026	+84.84%	-1.80%
2025	+54.22%	+143.79%
2024	+35.45%	+13.52%
2023	+51.64%	-0.50%
2022	-40.37%	-6.19%
2021	+55.56%	-15.07%
2020	+36.34%	+22.67%
2019	+48.10%	+43.46%
2018	-19.52%	-17.44%
2017	+32.76%	+5.85%
2016	+11.50%	+44.55%
2015	-8.90%	-28.18%
2014	-0.30%	-27.98%
2013	+16.46%	N/A
2012	+12.23%	N/A
2011	-23.34%	N/A
2010	+31.46%	N/A
2009	+52.57%	N/A
2008	-45.73%	N/A
2007	+12.03%	N/A
2006	+19.43%	N/A
2005	+14.40%	N/A
2004	+7.28%	N/A
2003	+30.77%	N/A
2002	-26.97%	N/A
2001	+10.64%	N/A
2000	-49.79%	N/A
1999	+13.98%	N/A

TWN vs SGDM Drawdown Comparison

The maximum drawdown for TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 2057 trading sessions.

The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.

The current TWN drawdown is -0.69%. The current SGDM drawdown is -28.60%.

Rank	TWN	SGDM
#1	-71.07% Feb 8, 2000 - Apr 16, 2008	-54.96% Aug 13, 2014 - Jun 29, 2016
#2	-64.47% Apr 16, 2008 - May 8, 2014	-49.68% Aug 5, 2020 - Mar 17, 2025
#3	-51.72% Jan 3, 2022 - Feb 12, 2024	-49.17% Aug 2, 2016 - Apr 23, 2020
#4	-36.26% Jan 17, 2020 - Jul 2, 2020	-35.96% Mar 2, 2026 - Jun 10, 2026
#5	-29.83% Jan 6, 2025 - Jun 9, 2025	-18.55% Oct 16, 2025 - Dec 11, 2025
#6	-27.91% Jan 25, 2018 - Oct 17, 2019	-17.99% Jan 28, 2026 - Feb 24, 2026
#7	-27.43% May 11, 2015 - Mar 29, 2017	-14.10% May 19, 2020 - Jul 7, 2020
#8	-17.72% Jul 10, 2024 - Oct 22, 2024	-11.60% Apr 16, 2025 - Jun 2, 2025
#9	-15.08% Jul 3, 2014 - May 11, 2015	-9.39% Jul 11, 2016 - Aug 1, 2016
#10	-13.79% May 7, 2021 - Jun 1, 2021	-8.43% Apr 3, 2025 - Apr 10, 2025
#11	-12.57% Jul 14, 2021 - Nov 9, 2021	-6.92% Dec 26, 2025 - Jan 9, 2026
#12	-9.61% Mar 7, 2024 - Jun 12, 2024	-6.60% Jun 13, 2025 - Jul 22, 2025
#13	-9.29% Jun 1, 2026 - Jun 5, 2026	-5.40% Jul 22, 2025 - Aug 5, 2025
#14	-9.09% Oct 29, 2025 - Dec 9, 2025	-5.14% Jul 8, 2020 - Jul 17, 2020
#15	-9.07% May 6, 2026 - May 26, 2026	-4.63% Jul 28, 2014 - Aug 12, 2014

Correlation

Correlation between TWN and SGDM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2025)

TWN vs SGDM dividend yield comparison.

Year	TWN	SGDM
2025	11.62%	1.04%
2024	19.14%	1.04%
2023	1.26%	1.39%
2022	0.00%	1.42%
2021	7.78%	1.33%
2020	12.91%	0.30%
2019	8.26%	0.25%
2018	11.27%	0.50%
2017	3.16%	0.58%
2016	0.00%	0.02%
2015	0.00%	1.47%
2014	16.11%	0.26%
2011	3.87%	0.00%
2010	0.42%	0.00%
2009	0.49%	0.00%
2008	1.86%	0.00%
2007	18.04%	0.00%
2005	0.35%	0.00%
2004	0.23%	0.00%
2000	1.96%	0.00%