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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.
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Returns By Period
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has returned 2.08% so far this year and 60.26% over the past 12 months.
WisdomTree Efficient Gold Plus Equity Strategy Fund
- 1D
- 5.90%
- 1M
- -13.55%
- YTD
- 2.08%
- 6M
- 14.59%
- 1Y
- 60.26%
- 3Y*
- 44.20%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 17, 2022, GDE's average daily return is +0.12%, while the average monthly return is +2.31%. At this rate, your investment would double in approximately 2.5 years.
Historically, 69% of months were positive and 31% were negative. The best month was Sep 2025 with a return of +12.8%, while the worst month was Mar 2026 at -13.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.
On a daily basis, GDE closed higher 58% 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% | 2.08% | |||||||||
| 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 | 4.21% | -11.71% | -7.18% | -5.55% | 6.48% | -6.23% | -10.52% | 5.44% | 10.23% | -2.89% | -18.67% |
Benchmark Metrics
WisdomTree Efficient Gold Plus Equity Strategy Fund has an annualized alpha of 18.96%, beta of 1.04, and R² of 0.47 versus S&P 500 Index. Calculated based on daily prices since March 18, 2022.
- This ETF captured 157.91% of S&P 500 Index gains but only 81.68% 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
- 18.96%
- Beta
- 1.04
- R²
- 0.47
- Upside Capture
- 157.91%
- Downside Capture
- 81.68%
Expense Ratio
GDE has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
GDE ranks 87 for risk / return — in the top 87% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
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 a chosen benchmark (S&P 500 Index).
| GDE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 0.90 | +0.98 |
Sortino ratioReturn per unit of downside risk | 2.40 | 1.39 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.21 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 1.40 | +1.39 |
Martin ratioReturn relative to average drawdown | 10.98 | 6.61 | +4.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore GDE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
WisdomTree Efficient Gold Plus Equity Strategy Fund provided a 4.23% 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 | 4.23% | 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 | |||||||||
| 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 17.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.01% | Mar 31, 2022 | 137 | Oct 14, 2022 | 284 | Dec 1, 2023 | 421 |
| -22.66% | Jan 29, 2026 | 40 | Mar 26, 2026 | — | — | — |
| -16.45% | Feb 14, 2025 | 37 | Apr 8, 2025 | 11 | Apr 24, 2025 | 48 |
| -10.73% | Jul 17, 2024 | 16 | Aug 7, 2024 | 10 | Aug 21, 2024 | 26 |
| -8.98% | Oct 21, 2025 | 11 | Nov 4, 2025 | 32 | Dec 19, 2025 | 43 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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