WisdomTree Aluminium (ALUM.L)
ALUM.L is a passive ETF by WisdomTree tracking the investment results of the Bloomberg Aluminum. ALUM.L launched on Sep 22, 2006 and has a 0.49% expense ratio.
ETF Info
| ISIN | GB00B15KXN58 |
|---|---|
| WKN | A0KRKP |
| Issuer | WisdomTree |
| Inception Date | Sep 22, 2006 |
| Category | Metals |
| Index Tracked | Bloomberg Aluminum |
| Domicile | Jersey |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Asset Class Size | Small-Cap |
Asset Class Style | Growth |
Expense Ratio
ALUM.L features an expense ratio of 0.49%, falling within the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: ALUM.L vs. ^GSPC, ALUM.L vs. TQQQ
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Aluminium, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Aluminium had a return of -5.46% year-to-date (YTD) and 0.50% in the last 12 months. Over the past 10 years, WisdomTree Aluminium had an annualized return of -2.01%, while the S&P 500 had an annualized return of 10.91%, indicating that WisdomTree Aluminium did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -5.46% | 16.48% |
| 1 month | -9.32% | 1.67% |
| 6 months | 1.07% | 14.21% |
| 1 year | 0.50% | 21.98% |
| 5 years (annualized) | 1.27% | 13.13% |
| 10 years (annualized) | -2.01% | 10.91% |
Monthly Returns
The table below presents the monthly returns of ALUM.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.20% | -2.50% | 4.64% | 10.84% | 2.35% | -5.61% | -5.46% | ||||||
| 2023 | 9.36% | -10.70% | 1.64% | -2.93% | -4.25% | -4.95% | 5.47% | -3.34% | 6.58% | -4.38% | -2.76% | 7.82% | -4.48% |
| 2022 | 7.08% | 11.69% | 3.24% | -12.98% | -9.17% | -12.18% | 2.31% | -5.55% | -8.06% | 2.57% | 10.84% | -2.88% | -15.92% |
| 2021 | -0.68% | 8.68% | 2.02% | 7.89% | 3.09% | 1.41% | 2.93% | 4.64% | 4.91% | -4.99% | -3.61% | 7.46% | 38.11% |
| 2020 | -5.91% | -2.78% | -10.55% | -3.11% | 3.16% | 4.03% | 5.20% | 4.26% | -2.19% | 4.79% | 9.98% | -3.08% | 1.95% |
| 2019 | 4.75% | -0.84% | 0.35% | -7.34% | -0.02% | 0.14% | -1.04% | -3.39% | -0.60% | 1.59% | 0.54% | 3.22% | -3.12% |
| 2018 | -2.69% | -3.57% | -6.62% | 13.18% | 2.94% | -6.44% | -3.41% | 2.89% | -2.48% | -5.16% | -0.21% | -6.75% | -18.30% |
| 2017 | 7.05% | 4.79% | 2.64% | -3.40% | 0.49% | -0.82% | -0.18% | 10.39% | -0.22% | 1.35% | -5.28% | 10.39% | 29.16% |
| 2016 | 0.24% | 3.05% | -4.95% | 10.66% | -7.60% | 6.18% | -1.39% | -1.26% | 3.01% | 3.47% | -0.43% | -2.03% | 7.92% |
| 2015 | -0.33% | -3.33% | -0.39% | 5.99% | -10.21% | -3.60% | -4.07% | -2.26% | -2.62% | -7.15% | -1.68% | 4.41% | -23.37% |
| 2014 | -7.00% | 1.84% | 1.10% | -0.06% | 2.21% | 2.69% | 5.14% | 4.04% | -6.45% | 2.56% | -0.91% | -8.48% | -4.40% |
| 2013 | 1.75% | -5.83% | -4.78% | -2.73% | 0.35% | -7.46% | -0.22% | 0.28% | 1.30% | -0.10% | -6.69% | 2.14% | -20.47% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ALUM.L is 11, indicating that it is in the bottom 11% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Aluminium (ALUM.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Aluminium. 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 Aluminium was 77.63%, occurring on May 15, 2020. The portfolio has not yet recovered.
The current WisdomTree Aluminium drawdown is 69.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.63% | Jul 15, 2008 | 2861 | May 15, 2020 | — | — | — |
| -21.11% | May 15, 2007 | 122 | Jan 22, 2008 | 24 | Feb 27, 2008 | 146 |
| -13.35% | Mar 7, 2008 | 10 | Mar 20, 2008 | 71 | Jul 7, 2008 | 81 |
| -10.17% | Oct 30, 2006 | 7 | Nov 20, 2006 | 4 | Dec 14, 2006 | 11 |
| -9.2% | Dec 29, 2006 | 3 | Jan 8, 2007 | 10 | Feb 15, 2007 | 13 |
Volatility
Volatility Chart
The current WisdomTree Aluminium volatility is 4.30%, 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.