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Long-term compoundingRecurring

Gold ETF, 10 Years of Recurring Investing

What if you had invested about $150 per month in a gold ETF (GLD) starting in 2016, from an inflation-hedge perspective?

#GLD#gold#10 years#recurring#inflation hedge

What does this scenario show?

Investment period · Jul 2016 – Jul 2026 (10 years)

Investment method · Recurring investment of about $150 per month

Target asset · Gold ETF (GLD)

10-year performance of an inflation-hedge asset (estimate)

Key results

Values verified by the operator against past data.

Total invested

Sum of principal contributed during the investment period

$18k
Ending value

Valuation at the end date

$33k
Cumulative return
+88%
Annualized return (XIRR)

Personal return that reflects your investment timing

7.2% / yr (estimate)

Risk & recovery metrics

These are the declines you actually had to endure during long-term investing. We do not hide this part.

Maximum drawdown (MDD)

-18.9%

Largest decline from the peak

Longest loss duration

20 months

Longest continuous stretch below principal

Recovery period

24 months

Time to regain the previous peak

What if you had stopped partway?

Gold has a lower return than stocks but a smaller maximum drawdown, so it serves as a volatility cushion. Its price rose sharply during the 2020–2022 inflation period. Figures are estimates and may differ from actual calculation results.

If you stop investing during a decline, you lose both the chance to lower your average purchase price and the gains from the subsequent rebound. That said, there is no guarantee this result repeats for every asset and every period.

Data sources and limitations

  • Based on adjusted close (dividends and splits reflected); FX effect not reflected. Figures are estimates.
  • Based on adjusted close (dividends and splits reflected); unless otherwise noted, the exchange rate (FX effect) is not reflected.
  • Trading fees and taxes are not reflected. Your actual after-tax return is lower than this.
  • This is a result based on past data and does not guarantee future returns.

📋 Results are based on historical data; past returns do not guarantee future returns.

📋 This service is provided for educational purposes to help you understand investing, not as investment advice.