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WisdomTree Efficient Gold Plus Gold Miners Strateg...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
97717Y550
Inception Date
Dec 16, 2021
Category
Commodities, Gold
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
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 Gold Miners 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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S&P 500 Index

Returns By Period

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has returned 8.77% so far this year and 140.14% over the past 12 months.


WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

1D
9.38%
1M
-27.72%
YTD
8.77%
6M
31.63%
1Y
140.14%
3Y*
65.41%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 16, 2021, GDMN's average daily return is +0.19%, while the average monthly return is +3.89%. At this rate, your investment would double in approximately 1.5 years.

Historically, 58% of months were positive and 42% were negative. The best month was Sep 2025 with a return of +28.5%, while the worst month was Mar 2026 at -27.7%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 7 months.

On a daily basis, GDMN closed higher 54% 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 -20.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202617.28%28.33%-27.72%8.77%
202519.65%-0.36%28.08%10.61%1.89%2.73%-3.34%26.91%28.46%-3.13%19.48%4.55%237.09%
2024-9.87%-5.48%25.77%5.79%6.06%-3.71%14.57%3.88%6.90%5.63%-9.22%-9.21%28.23%
202315.67%-17.48%22.95%4.09%-9.15%-4.74%4.81%-7.17%-12.38%11.09%11.41%1.28%12.97%
2022-6.97%17.03%10.54%-9.78%-11.38%-13.89%-6.64%-11.02%-1.80%-2.39%25.92%2.76%-14.62%
20215.11%5.11%

Benchmark Metrics

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund has an annualized alpha of 51.37%, beta of 0.68, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since December 17, 2021.

  • This ETF captured 180.95% of S&P 500 Index gains but only 35.04% of its losses — a favorable profile for investors.
  • Beta of 0.68 may look defensive, but with R² of 0.06 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.06 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
51.37%
Beta
0.68
0.06
Upside Capture
180.95%
Downside Capture
35.04%

Expense Ratio

GDMN has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GDMN ranks 90 for risk / return — in the top 90% 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.


GDMN Risk / Return Rank: 9090
Overall Rank
GDMN Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
GDMN Sortino Ratio Rank: 8585
Sortino Ratio Rank
GDMN Omega Ratio Rank: 8686
Omega Ratio Rank
GDMN Calmar Ratio Rank: 9494
Calmar Ratio Rank
GDMN Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) and compare them to a chosen benchmark (S&P 500 Index).


GDMNBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.20

0.90

+1.31

Sortino ratio

Return per unit of downside risk

2.34

1.39

+0.95

Omega ratio

Gain probability vs. loss probability

1.35

1.21

+0.14

Calmar ratio

Return relative to maximum drawdown

3.69

1.40

+2.29

Martin ratio

Return relative to average drawdown

12.63

6.61

+6.02

Explore GDMN 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 Gold Miners Strategy Fund provided a 2.48% dividend yield over the last twelve months, with an annual payout of $2.51 per share.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.00$2.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$2.51$2.51$2.69$1.84$0.33

Dividend yield

2.48%2.70%9.44%7.69%1.44%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree Efficient Gold Plus Gold Miners Strategy Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$2.29$0.00$0.23$2.51
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.58$0.00$0.12$2.69
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.68$0.00$0.16$1.84
2022$0.19$0.00$0.14$0.33

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 Gold Miners 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 Gold Miners Strategy Fund was 52.82%, occurring on Sep 26, 2022. Recovery took 452 trading sessions.

The current WisdomTree Efficient Gold Plus Gold Miners Strategy Fund drawdown is 28.60%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.82%Apr 19, 2022111Sep 26, 2022452Jul 16, 2024563
-39.03%Jan 29, 202636Mar 20, 2026
-25.12%Oct 23, 202441Dec 19, 202433Feb 10, 202574
-23.67%Oct 17, 202513Nov 4, 202526Dec 11, 202539
-18.18%Apr 22, 202517May 14, 202512Jun 2, 202529

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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