All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

PHYS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

PHYS real return snapshot: after CPI-U inflation, PHYS returned −3.34% over the past year and −8.28% YTD, with dividends reinvested. Since Feb. 26, 2010, PHYS is up +111.22% in real purchasing-power return, or +4.60%/yr, and is currently −25.75% below its real total-return high on Jan. 29, 2026.

Data ending Tue Oct. 13, 2026

Growth of $10,000

Fri 2010-02-26💬 to Tue 2026-10-13 Overall
Return 		Exponential
Trendline
PHYS × 		+111.22%
+4.60%/yr 		+1.95%/yr
R2=0.144
Sprott Physical Gold Trust Mutual Fund

Growth of $10,000 Summary

Fri 2010-02-26💬 to Tue 2026-10-13 Start
Value 		End
Value
PHYS × 		$10,000.00
2010-02-26 		$21,121.78
2026-10-13

This Year’s Performance

through 2026-10-13

  YTD YoY
PHYS × 		−8.28% −3.34%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
PHYS × 		−25.75%
on 2026-10-13
from 2026-01-29 peak 		−50.47%
on 2015-12-17
from 2011-08-22 peak

Rolling Returns

Period ending Tue 2026-10-13 1 yr 2 yr 3 yr 5 yr 10 yr
PHYS × 		−3.34% +42.83%
+19.51%/yr 		+92.77%
+24.45%/yr 		+82.97%
+12.84%/yr 		+116.24%
+8.02%/yr

Annual Returns

Year PHYS
2026 (YTD) −8.28%
2025 +59.68%
2024 +22.89%
2023 +9.32%
2022 −7.77%
2021 −11.09%
2020 +22.23%
2019 +15.50%
2018 −4.47%
2017 +10.45%
2016 +5.38%
2015 −11.29%
2014 −2.64%
2013 −30.95%
2012 +1.22%
2011 +8.52%
2010 +27.34%