$10,000 invested in this ASX large-cap share two years ago is now worth $29,506

Wow.

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Key points

  • Evolution Mining shares have surged 195% in two years, outpacing other large-cap ASX 200 gold miners as the gold price surpassed US$4,300 per ounce last month.
  • A $10,000 investment in Evolution Mining two years ago would now be worth over $29,506, reflecting a 202% total return with significant capital gains and dividends.
  • Central banks' increased gold purchases have driven the gold price boom, with forecasts suggesting potential further increases to US$4,900 to US$5,000 per ounce by 2026.

Evolution Mining Ltd (ASX: EVN) shares are $10.86, up 1.9% on Tuesday, while the S&P/ASX 200 Index (ASX: XJO) is up 0.2%.

This company has been one of the biggest beneficiaries of the soaring gold price over the past two years.

There are just three large-cap (market capitalisations above $10 billion) gold miners on the ASX, and Evolution is the outperformer.

The share price of Evolution Mining, which is the second-biggest ASX gold share, has risen by 195% since November 2023.

This compares to a 112% rise for the market's largest gold mining company, Northern Star Resources Ltd (ASX: NST).

Shares in Newmont Corporation CDI (ASX: NEM), the third biggest gold miner, are up 142% over the past two years.

Gold price boom puts a rocket under ASX large-cap share

Central banks have been purchasing the safe-haven asset in an effort to diversify their reserves beyond the US dollar.

This has propelled the gold price higher than ever, with investors snapping up ASX gold stocks and gold ETFs to capitalise on the trend.

The gold price set a new record above US$4,300 per ounce last month.

The sky-high gold price has become household news, prompting many Aussies to sell their gold jewellery or buy gold bars from dealers.

Goldman Sachs tips the gold price to go to US$4,900 per ounce by the end of 2026.

French bank Societe Generale SA is slightly more ambitious, predicting US$5,000 per ounce by the end of next year.

Let's calculate the total return of a $10,000 investment in Evolution Mining shares two years ago.

Total investment return on $10,000

On 10 November 2023, Evolution Mining shares closed at $3.68 apiece.

If you had put $10,000 into this ASX large cap then, it would have bought you 2,717 shares (for $9,998.56).

There's been capital growth of $7.18 per share since then, which equates to … hold on to your hats … $19,508 in dollar terms!

Evolution Mining also paid four 100% fully franked dividends over the two years, totalling 27 cents per share.

That equates to just over $733 in dividend income for the two years.

Your capital gain of $19,508 plus your dividends of $733 represent a total return of 202% over 24 months.

That means your investment has tripled in value, and your Evolution Mining shares are now worth just over $29,506.

Bet you're pretty chuffed about that!

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Goldman Sachs Group. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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