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WisdomTree Industrial Metals (AIGI.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINGB00B15KYG56
WKNA0KRLD
IssuerWisdomTree
Inception DateSep 22, 2006
CategoryMetals
Index TrackedBloomberg Industrial Metals
DomicileJersey
Distribution PolicyAccumulating
Asset ClassCommodity

Asset Class Size

Small-Cap

Asset Class Style

Blend

Expense Ratio

The WisdomTree Industrial Metals has a high expense ratio of 0.49%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.49%

Share Price Chart


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Compare to other instruments

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WisdomTree Industrial Metals

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree Industrial Metals, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
13.93%
15.51%
AIGI.L (WisdomTree Industrial Metals)
Benchmark (^GSPC)

S&P 500

Returns By Period

WisdomTree Industrial Metals had a return of 7.72% year-to-date (YTD) and -0.64% in the last 12 months. Over the past 10 years, WisdomTree Industrial Metals had an annualized return of 1.67%, while the S&P 500 had an annualized return of 10.50%, indicating that WisdomTree Industrial Metals did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.72%5.90%
1 month5.83%-1.28%
6 months13.94%15.51%
1 year-0.64%21.68%
5 years (annualized)5.61%11.74%
10 years (annualized)1.67%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.82%-0.62%1.60%
20231.38%-4.11%0.11%3.85%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AIGI.L is 17, indicating that it is in the bottom 17% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of AIGI.L is 1717
WisdomTree Industrial Metals(AIGI.L)
The Sharpe Ratio Rank of AIGI.L is 1717Sharpe Ratio Rank
The Sortino Ratio Rank of AIGI.L is 1717Sortino Ratio Rank
The Omega Ratio Rank of AIGI.L is 1616Omega Ratio Rank
The Calmar Ratio Rank of AIGI.L is 1717Calmar Ratio Rank
The Martin Ratio Rank of AIGI.L is 1717Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree Industrial Metals (AIGI.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AIGI.L
Sharpe ratio
The chart of Sharpe ratio for AIGI.L, currently valued at -0.04, compared to the broader market0.002.004.00-0.04
Sortino ratio
The chart of Sortino ratio for AIGI.L, currently valued at 0.06, compared to the broader market-2.000.002.004.006.008.0010.000.06
Omega ratio
The chart of Omega ratio for AIGI.L, currently valued at 1.01, compared to the broader market1.001.502.002.501.01
Calmar ratio
The chart of Calmar ratio for AIGI.L, currently valued at -0.01, compared to the broader market0.002.004.006.008.0010.0012.00-0.01
Martin ratio
The chart of Martin ratio for AIGI.L, currently valued at -0.06, compared to the broader market0.0020.0040.0060.0080.00-0.06
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market0.002.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market0.0020.0040.0060.0080.007.62

Sharpe Ratio

The current WisdomTree Industrial Metals Sharpe ratio is -0.04. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.04
1.89
AIGI.L (WisdomTree Industrial Metals)
Benchmark (^GSPC)

Dividends

Dividend History


WisdomTree Industrial Metals doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2024FebruaryMarchApril
-43.08%
-3.86%
AIGI.L (WisdomTree Industrial Metals)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Industrial Metals. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree Industrial Metals was 69.67%, occurring on Jan 12, 2016. The portfolio has not yet recovered.

The current WisdomTree Industrial Metals drawdown is 43.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.67%May 9, 20072120Jan 12, 2016
-14.73%Dec 5, 200634Feb 8, 200725Mar 30, 200759
-8.04%Nov 8, 20065Nov 20, 20066Dec 4, 200611
-4.39%Oct 23, 20063Oct 25, 20067Nov 6, 200610
-3.14%Apr 25, 20073Apr 27, 20074May 3, 20077

Volatility

Volatility Chart

The current WisdomTree Industrial Metals volatility is 4.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%NovemberDecember2024FebruaryMarchApril
4.66%
3.39%
AIGI.L (WisdomTree Industrial Metals)
Benchmark (^GSPC)