WisdomTree Gold (BULP.L)
BULP.L is a passive ETF by WisdomTree tracking the investment results of the Gold. BULP.L launched on Sep 22, 2006 and has a 0.49% expense ratio.
ETF Info
| ISIN | GB00B15KXX56 |
|---|---|
| WKN | A0KRKW |
| Issuer | WisdomTree |
| Inception Date | Sep 22, 2006 |
| Category | Precious Metals |
| Leveraged | 1x |
| Index Tracked | Gold |
| Domicile | Jersey |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Expense Ratio
BULP.L features an expense ratio of 0.49%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BULP.L vs. SLVR.DE, BULP.L vs. GBTC
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree Gold, 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 Gold had a return of 23.39% year-to-date (YTD) and 25.46% in the last 12 months. Over the past 10 years, WisdomTree Gold had an annualized return of 8.26%, while the S&P 500 had an annualized return of 11.43%, indicating that WisdomTree Gold did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.39% | 25.82% |
| 1 month | -0.20% | 3.20% |
| 6 months | 8.31% | 14.94% |
| 1 year | 25.46% | 35.92% |
| 5 years (annualized) | 9.69% | 14.22% |
| 10 years (annualized) | 8.26% | 11.43% |
Monthly Returns
The table below presents the monthly returns of BULP.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 | -0.78% | 0.25% | 8.37% | 4.47% | -0.37% | 0.45% | 2.08% | 0.97% | 2.88% | 7.80% | 23.39% | ||
| 2023 | 3.45% | -3.85% | 5.75% | -1.34% | 0.41% | -5.43% | 1.38% | -0.13% | -0.40% | 7.29% | -1.95% | 0.55% | 5.12% |
| 2022 | -0.53% | 6.22% | 3.10% | 3.13% | -4.07% | 1.68% | -2.64% | 1.68% | 1.53% | -5.25% | 3.07% | 2.60% | 10.36% |
| 2021 | -2.31% | -9.45% | -0.10% | 3.42% | 4.18% | -4.38% | 2.42% | -0.05% | -0.82% | -0.53% | 3.16% | -0.05% | -5.18% |
| 2020 | 4.12% | 3.04% | 4.76% | 4.26% | 3.20% | 2.65% | 2.50% | -2.41% | -0.61% | -1.47% | -8.44% | 3.98% | 15.76% |
| 2019 | -0.04% | -1.80% | 0.39% | -1.00% | 4.45% | 7.66% | 5.09% | 7.28% | -4.90% | -2.42% | -3.38% | 1.79% | 12.89% |
| 2018 | -1.82% | 1.04% | -1.57% | 1.07% | 2.52% | -3.39% | -1.86% | -0.90% | -1.37% | 4.24% | 0.09% | 4.96% | 2.70% |
| 2017 | 2.22% | 4.73% | -1.80% | -1.71% | 0.09% | -2.76% | 0.44% | 6.17% | -6.51% | -0.31% | -1.25% | 1.38% | 0.05% |
| 2016 | 10.17% | 12.38% | -3.17% | 2.96% | -5.89% | 19.01% | 1.97% | -2.18% | 1.73% | 2.55% | -10.15% | 0.15% | 29.46% |
| 2015 | 10.06% | -7.17% | 1.44% | -4.18% | 1.35% | -4.44% | -6.14% | 5.31% | -0.38% | 0.23% | -4.57% | 1.17% | -8.35% |
| 2014 | 3.77% | 4.80% | -2.40% | -1.03% | -3.08% | 3.74% | -1.25% | 1.86% | -4.05% | -2.51% | 3.28% | 1.91% | 4.59% |
| 2013 | 2.77% | -1.58% | 0.99% | -10.14% | -3.23% | -13.16% | 7.69% | 5.11% | -9.43% | 0.11% | -7.22% | -5.19% | -30.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BULP.L is 62, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Gold (BULP.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. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Gold. 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 Gold was 44.90%, occurring on Aug 5, 2015. Recovery took 1172 trading sessions.
The current WisdomTree Gold drawdown is 5.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.9% | Sep 7, 2011 | 987 | Aug 5, 2015 | 1172 | Mar 24, 2020 | 2159 |
| -23.68% | Aug 7, 2020 | 148 | Mar 8, 2021 | 755 | Mar 7, 2024 | 903 |
| -20.42% | Feb 23, 2009 | 62 | Jul 10, 2009 | 63 | Nov 26, 2009 | 125 |
| -17.83% | Mar 18, 2008 | 51 | Sep 11, 2008 | 8 | Oct 8, 2008 | 59 |
| -16.78% | Oct 15, 2008 | 4 | Oct 24, 2008 | 7 | Nov 24, 2008 | 11 |
Volatility
Volatility Chart
The current WisdomTree Gold volatility is 3.94%, 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.