- CUSIP
- 97717Y550
- Issuer
- WisdomTree
- Inception Date
- Dec 16, 2021
- Category
- Commodities, Gold, Precious Metals
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $142M
Highlights
- Avg. Volume (1M)
- 32K
- Avg. Volume Value (1M)
- $2.31M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
GDMN Performance Chart
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) is down 22.6% since the beginning of the year. GDMN is currently trading at $72 per share.
Loading charts...
Compare this symbol against anything
Returns By Period
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has returned -22.58% so far this year and 46.98% over the past 12 months.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
- 1D
- -3.90%
- 1M
- -5.95%
- 6M
- -33.98%
- YTD
- -22.58%
- 1Y
- 46.98%
- 3Y*
- 52.64%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 30.74%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
GDMN Monthly Returns History
Based on dividend-adjusted daily data since Dec 16, 2021, GDMN's average daily return is +0.15%, while the average monthly return is +3.10%. At this rate, an investment would double in approximately 1.9 years.
Historically, 54% of months were positive and 46% 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 53% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 17.28% | 28.33% | -27.72% | -5.25% | -0.80% | -23.86% | -0.54% | -22.58% | |||||
| 2025 | 19.65% | -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% |
| 2023 | 15.67% | -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% |
| 2021 | 6.93% | 6.93% |
Benchmark Metrics
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund has an annualized alpha of 34.58%, beta of 0.78, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since December 16, 2021.
- This ETF captured 150.35% of S&P 500 Index gains but only 68.48% of its losses - a favorable profile for investors.
- R2 of 0.08 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
- 34.58%
- Beta
- 0.78
- R²
- 0.08
- Upside Capture
- 150.35%
- Downside Capture
- 68.48%
Expense Ratio
GDMN has an expense ratio of 0.45%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GDMN ranks 33 for risk / return — above 33% of ETFs peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GDMN | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 2.00 | -0.98 |
| Martin ratioReturn relative to average drawdown | 2.14 | 8.49 | -6.36 |
Dividends
Dividend History
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund provided a 3.49% dividend yield over the last twelve months, with an annual payout of $2.51 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $2.51 | $2.51 | $2.69 | $1.84 | $0.33 |
Dividend yield | 3.49% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $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.
Loading charts...
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 49.17%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-52.82%Sep 2022 | 5mo 10d | 1y 9mo | 2y 2moApr 2022 - Jul 2024 | Bear market2022 |
-52.02%Jul 2026 | 5mo 22d | — | 6mo 5dJan 2026 - now | — |
-25.12%Dec 2024 | 1mo 27d | 1mo 23d | 3mo 20dOct 2024 - Feb 2025 | — |
-23.67%Nov 2025 | 18d | 1mo 7d | 1mo 25dOct 2025 - Dec 2025 | — |
-18.18%May 2025 | 22d | 19d | 1mo 11dApr 2025 - Jun 2025 | 2025 selloff2025 |
Drawdown Indicators
| GDMN | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.82% | -56.78% | +3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -52.02% | -9.10% | -42.92% |
Max Drawdown (3Y)Largest decline over 3 years | -52.02% | -18.90% | -33.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -49.17% | -1.58% | -47.59% |
Average DrawdownAverage peak-to-trough decline | -19.83% | -10.70% | -9.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.76% | 2.14% | +22.62% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with GDMN
Add WisdomTree Efficient Gold Plus Gold Miners Strategy Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with GDMN