WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE)
GDE is an actively managed ETF by WisdomTree. GDE launched on Mar 15, 2022 and has a 0.20% expense ratio.
ETF Info
US97717Y5684
Mar 15, 2022
North America (U.S.)
1x
No Index (Active)
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Efficient Gold Plus Equity Strategy Fund, 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 Efficient Gold Plus Equity Strategy Fund had a return of 51.31% year-to-date (YTD) and 63.68% in the last 12 months.
GDE
51.31%
2.47%
24.71%
63.68%
N/A
N/A
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of GDE, 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 | -0.56% | 4.45% | 10.91% | -1.30% | 5.16% | 3.25% | 5.10% | 3.41% | 5.43% | 3.02% | 51.31% | ||
| 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 | 4.21% | -11.71% | -7.18% | -5.55% | 6.48% | -6.22% | -10.52% | 5.44% | 10.23% | -2.89% | -18.67% |
Expense Ratio
GDE has an expense ratio of 0.20%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of GDE is 89, placing it in the top 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 Efficient Gold Plus Equity Strategy Fund (GDE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Efficient Gold Plus Equity Strategy Fund provided a 6.73% dividend yield over the last twelve months, with an annual payout of $2.62 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $2.62 | $0.61 | $0.17 |
Dividend yield | 6.73% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.53 | $0.00 | $2.53 | |
| 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.
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 0.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.01% | Mar 31, 2022 | 137 | Oct 14, 2022 | 284 | Dec 1, 2023 | 421 |
| -10.73% | Jul 17, 2024 | 16 | Aug 7, 2024 | 10 | Aug 21, 2024 | 26 |
| -7.3% | Oct 31, 2024 | 12 | Nov 15, 2024 | — | — | — |
| -5.98% | Apr 12, 2024 | 13 | Apr 30, 2024 | 11 | May 15, 2024 | 24 |
| -5.94% | Aug 28, 2024 | 7 | Sep 6, 2024 | 5 | Sep 13, 2024 | 12 |
Volatility
Volatility Chart
The current WisdomTree Efficient Gold Plus Equity Strategy Fund volatility is 7.06%, 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.