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
| ISIN | US97717Y5684 |
|---|---|
| Issuer | WisdomTree |
| Inception Date | Mar 15, 2022 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
GDE has an expense ratio of 0.20%, which is considered low compared to other funds.
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: GDE vs. BDGS, GDE vs. EAOA, GDE vs. SPLG, GDE vs. SPUC, GDE vs. FCQTX, GDE vs. GLD, GDE vs. VOO, GDE vs. SPMO, GDE vs. VWRA.L, GDE vs. SMH
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 49.25% year-to-date (YTD) and 70.02% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 49.25% | 25.70% |
| 1 month | 5.34% | 3.51% |
| 6 months | 23.50% | 14.80% |
| 1 year | 70.02% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
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% | 49.25% | ||
| 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of GDE is 91, placing it in the top 9% 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 6.82% 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 | 6.82% | 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 1.41%.
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 |
| -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 |
| -5.25% | May 22, 2024 | 7 | May 31, 2024 | 23 | Jul 5, 2024 | 30 |
Volatility
Volatility Chart
The current WisdomTree Efficient Gold Plus Equity Strategy Fund volatility is 5.55%, 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.