- ISIN
- US97717Y5684
- CUSIP
- 97717Y568
- Issuer
- WisdomTree
- Inception Date
- Mar 15, 2022
- Region
- North America (U.S.)
- Category
- Gold, Precious Metals
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $526M
Share Price Chart
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Performance
GDE Performance Chart
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is down 2.8% since the beginning of the year. GDE is currently trading at $60 per share.
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Returns By Period
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has returned -2.79% so far this year and 34.15% over the past 12 months.
WisdomTree Efficient Gold Plus Equity Strategy Fund
- 1D
- 0.60%
- 1M
- -12.14%
- YTD
- -2.79%
- 6M
- -7.27%
- 1Y
- 34.15%
- 3Y*
- 40.85%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.01%
- 1M
- -2.15%
- YTD
- 7.48%
- 6M
- 6.14%
- 1Y
- 20.77%
- 3Y*
- 19.34%
- 5Y*
- 11.44%
- 10Y*
- 13.91%
GDE Monthly Returns History
Based on dividend-adjusted daily data since Mar 17, 2022, GDE's average daily return is +0.12%, while the average monthly return is +2.36%. At this rate, an investment would double in approximately 2.5 years.
Historically, 69% of months were positive and 31% were negative. The best month was Mar 2022 with a return of +17.1%, while the worst month was Jun 2026 at -13.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.
On a daily basis, GDE closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +12.9%, while the worst single day was Jan 30, 2026 at -9.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.73% | 5.68% | -13.55% | 7.47% | 2.81% | -13.81% | -2.79% | ||||||
| 2025 | 7.92% | -0.30% | 2.87% | 3.56% | 6.02% | 4.64% | 1.44% | 6.40% | 12.79% | 5.20% | 4.54% | 2.08% | 73.76% |
| 2024 | -0.56% | 4.45% | 10.91% | -1.30% | 5.17% | 3.25% | 5.10% | 3.41% | 5.43% | 3.02% | 2.66% | -3.23% | 44.79% |
| 2023 | 10.34% | -6.20% | 10.78% | 1.69% | -0.73% | 2.95% | 5.08% | -3.49% | -8.91% | 4.73% | 10.91% | 4.68% | 33.85% |
| 2022 | 17.13% | -11.71% | -7.18% | -5.55% | 6.48% | -6.23% | -10.52% | 5.44% | 10.23% | -2.89% | -8.58% |
Benchmark Metrics
WisdomTree Efficient Gold Plus Equity Strategy Fund has an annualized alpha of 15.66%, beta of 1.08, and R2 of 0.47 versus S&P 500 Index. Calculated based on daily prices since March 17, 2022.
- This ETF captured 157.52% of S&P 500 Index gains but only 95.63% of its losses - a favorable profile for investors.
- R2 of 0.47 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 15.66%
- Beta
- 1.08
- R²
- 0.47
- Upside Capture
- 157.52%
- Downside Capture
- 95.63%
Expense Ratio
GDE has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
GDE ranks 33 for risk / return — below 33% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GDE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.29 | -0.78 |
| Martin ratioReturn relative to average drawdown | 4.10 | 10.09 | -5.99 |
Dividends
Dividend History
WisdomTree Efficient Gold Plus Equity Strategy Fund provided a 4.44% dividend yield over the last twelve months, with an annual payout of $2.66 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $2.66 | $2.66 | $2.65 | $0.61 | $0.17 |
Dividend yield | 4.44% | 4.32% | 7.14% | 2.22% | 0.81% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Efficient Gold Plus Equity Strategy Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.52 | $0.00 | $0.14 | $2.66 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.53 | $0.00 | $0.12 | $2.65 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.09 | $0.61 |
| 2022 | $0.09 | $0.00 | $0.08 | $0.17 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Efficient Gold Plus Equity Strategy Fund. 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 Efficient Gold Plus Equity Strategy Fund was 32.01%, occurring on Oct 14, 2022. Recovery took 284 trading sessions.
The current WisdomTree Efficient Gold Plus Equity Strategy Fund drawdown is 21.35%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -32.01%Oct 2022 | 6mo 17d | 1y 1mo | 1y 8moMar 2022 - Dec 2023 |
2026 bear market2026 | -22.66%Mar 2026 | 1mo 26d | — | 4mo 28dJan 2026 - now |
2025 selloff2025 | -16.45%Apr 2025 | 1mo 23d | 16d | 2mo 9dFeb 2025 - Apr 2025 |
2024 correction2024 | -10.73%Aug 2024 | 21d | 14d | 1mo 5dJul 2024 - Aug 2024 |
2025 pullback2025 | -8.98%Nov 2025 | 14d | 1mo 15d | 1mo 29dOct 2025 - Dec 2025 |
Drawdown Indicators
| GDE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.01% | -56.78% | +24.77% |
Max Drawdown (1Y)Largest decline over 1 year | -22.66% | -9.10% | -13.56% |
Max Drawdown (3Y)Largest decline over 3 years | -22.66% | -18.90% | -3.76% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -21.35% | -3.32% | -18.03% |
Average DrawdownAverage peak-to-trough decline | -8.00% | -10.71% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.34% | 2.06% | +6.28% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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