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
Expense Ratio
GDE has an expense ratio of 0.20%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) returned 19.84% year-to-date (YTD) and 39.44% over the past 12 months.
GDE
19.84%
9.03%
21.07%
39.44%
N/A
N/A
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.92% | -0.30% | 2.86% | 3.56% | 4.56% | 19.84% | |||||||
| 2024 | -0.56% | 4.45% | 10.91% | -1.30% | 5.16% | 3.25% | 5.10% | 3.41% | 5.43% | 3.02% | 2.66% | -3.23% | 44.80% |
| 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
With an overall rank of 93, GDE is among the top 7% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
WisdomTree Efficient Gold Plus Equity Strategy Fund provided a 5.95% dividend yield over the last twelve months, with an annual payout of $2.65 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $2.65 | $2.65 | $0.61 | $0.17 |
Dividend yield | 5.95% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 0.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.01% | Mar 31, 2022 | 137 | Oct 14, 2022 | 284 | Dec 1, 2023 | 421 |
| -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 |
| -7.89% | Dec 12, 2024 | 5 | Dec 18, 2024 | 21 | Jan 22, 2025 | 26 |
| -7.3% | Oct 31, 2024 | 12 | Nov 15, 2024 | 17 | Dec 11, 2024 | 29 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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