- CUSIP
- 97717Y2871
- Issuer
- WisdomTree
- Inception Date
- Jan 22, 2026
- Category
- Tactical Allocation
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Assets Under Management
- $11M
Share Price Chart
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Performance
GDT Performance Chart
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Returns By Period
WisdomTree Efficient TIPS Plus Gold Fund
- 1D
- -0.81%
- 1M
- -7.11%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
GDT Monthly Returns History
Based on dividend-adjusted daily data since Jan 22, 2026, GDT's average daily return is -0.11%, while the average monthly return is -2.09%.
Historically, 17% of months were positive and 83% were negative. The best month was Feb 2026 with a return of +8.6%, while the worst month was Mar 2026 at -10.3%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 4 months.
On a daily basis, GDT closed higher 50% of trading days. The best single day was Feb 3, 2026 with a return of +5.7%, while the worst single day was Jan 30, 2026 at -10.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.48% | 8.64% | -10.31% | -0.73% | -1.63% | -8.02% | -12.91% |
Benchmark Metrics
WisdomTree Efficient TIPS Plus Gold Fund has an annualized alpha of -39.23%, beta of 1.03, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 22, 2026.
- This ETF participated in 136.57% of S&P 500 Index downside but only -12.20% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.20 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
- -39.23%
- Beta
- 1.03
- R²
- 0.20
- Upside Capture
- -12.20%
- Downside Capture
- 136.57%
Expense Ratio
GDT has an expense ratio of 0.30%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) 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.
| GDT | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.78 | — |
| Martin ratioReturn relative to average drawdown | — | 12.44 | — |
Dividends
Dividend History
WisdomTree Efficient TIPS Plus Gold Fund provided a 1.88% dividend yield over the last twelve months, with an annual payout of $0.66 per share.
| Period | TTM |
|---|---|
| Dividend | $0.66 |
Dividend yield | 1.88% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Efficient TIPS Plus Gold 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 | $0.04 | $0.24 | $0.39 | $0.00 | $0.66 |
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 TIPS Plus Gold 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 TIPS Plus Gold Fund was 22.61%, occurring on Jun 10, 2026. The portfolio has not yet recovered.
The current WisdomTree Efficient TIPS Plus Gold Fund drawdown is 21.23%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -22.61%Jun 2026 | 4mo 11d | — | 4mo 24dJan 2026 - now |
Drawdown Indicators
| GDT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.61% | -56.78% | +34.17% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
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 | -21.23% | -1.80% | -19.43% |
Average DrawdownAverage peak-to-trough decline | -10.92% | -10.71% | -0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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