PortfoliosLab logo
WisdomTree Efficient Gold Plus Gold Miners Strateg...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

CUSIP

97717Y550

Inception Date

Dec 16, 2021

Category

Commodities, Gold

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

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


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:
GDMN vs. IAU
Popular comparisons:

Performance

Performance Chart


Loading data...

Returns By Period

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) returned 53.74% year-to-date (YTD) and 58.80% over the past 12 months.


GDMN

YTD

53.74%

1M

-14.37%

6M

52.57%

1Y

58.80%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

1.30%

1M

12.94%

6M

1.49%

1Y

12.48%

5Y*

15.82%

10Y*

10.87%

*Annualized

Monthly Returns

The table below presents the monthly returns of GDMN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202519.65%-0.36%28.08%10.61%-8.97%53.74%
2024-9.87%-5.48%25.76%5.80%6.06%-3.71%14.57%3.89%6.90%5.63%-9.22%-9.21%28.23%
202315.67%-17.47%22.95%4.10%-9.16%-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%-2.40%25.92%2.76%-14.62%
20215.11%5.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, GDMN is among the top 12% 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.


The Risk-Adjusted Performance Rank of GDMN is 8888
Overall Rank
The Sharpe Ratio Rank of GDMN is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of GDMN is 8787
Sortino Ratio Rank
The Omega Ratio Rank of GDMN is 8484
Omega Ratio Rank
The Calmar Ratio Rank of GDMN is 9595
Calmar Ratio Rank
The Martin Ratio Rank of GDMN is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund Sharpe ratios as of May 17, 2025 (values are recalculated daily):

  • 1-Year: 1.27
  • All Time: 0.53

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of WisdomTree Efficient Gold Plus Gold Miners Strategy Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

WisdomTree Efficient Gold Plus Gold Miners Strategy Fund provided a 6.14% dividend yield over the last twelve months, with an annual payout of $2.69 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.00$2.50202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$2.69$2.69$1.84$0.33

Dividend yield

6.14%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
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$2.58$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.


Loading data...

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 16.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.82%Apr 19, 2022111Sep 26, 2022452Jul 16, 2024563
-25.12%Oct 23, 202441Dec 19, 202433Feb 10, 202574
-18.18%Apr 22, 202517May 14, 2025
-13.83%Apr 3, 20253Apr 7, 20253Apr 10, 20256
-12.17%Jul 17, 202416Aug 7, 20248Aug 19, 202424

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...