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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in WisdomTree Physical Gold UCITS ETC, 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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Different Benchmark Currency
PHAU.AS is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.
Returns By Period
WisdomTree Physical Gold UCITS ETC (PHAU.AS) has returned 8.89% so far this year and 38.07% over the past 12 months. Looking at the last ten years, PHAU.AS has achieved an annualized return of 13.69%, outperforming the S&P 500 Index benchmark, which averaged 11.99% per year.
WisdomTree Physical Gold UCITS ETC
- 1D
- 1.10%
- 1M
- -9.69%
- YTD
- 8.89%
- 6M
- 22.08%
- 1Y
- 38.07%
- 3Y*
- 29.50%
- 5Y*
- 21.73%
- 10Y*
- 13.69%
Benchmark (S&P 500 Index)
- 1D
- 2.02%
- 1M
- -2.96%
- YTD
- -3.12%
- 6M
- -0.95%
- 1Y
- 8.84%
- 3Y*
- 14.21%
- 5Y*
- 10.59%
- 10Y*
- 11.99%
Monthly Returns
Based on dividend-adjusted daily data since May 14, 2007, PHAU.AS's average daily return is +0.05%, while the average monthly return is +1.00%. At this rate, your investment would double in approximately 5.8 years.
Historically, 57% of months were positive and 43% were negative. The best month was Jan 2009 with a return of +15.3%, while the worst month was Jun 2013 at -13.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PHAU.AS closed higher 53% of trading days. The best single day was Sep 18, 2008 with a return of +8.6%, while the worst single day was Oct 13, 2008 at -8.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 14.18% | 5.60% | -9.69% | 8.89% | |||||||||
| 2025 | 7.39% | 1.40% | 5.40% | 1.05% | -0.79% | -3.39% | 2.92% | 2.14% | 11.08% | 5.59% | 4.97% | 1.15% | 45.53% |
| 2024 | 1.19% | 0.05% | 8.66% | 4.54% | -0.10% | 1.09% | 2.84% | 1.25% | 4.22% | 6.95% | -0.20% | -0.36% | 34.03% |
| 2023 | 4.21% | -3.05% | 5.81% | -1.06% | 2.64% | -5.09% | 1.70% | 0.13% | -2.08% | 7.46% | -0.88% | -0.10% | 9.32% |
| 2022 | -0.28% | 5.58% | 3.49% | 3.28% | -5.19% | 0.67% | 0.07% | -1.23% | -0.18% | -2.97% | 2.55% | 0.11% | 5.55% |
| 2021 | -0.89% | -7.03% | 1.99% | 1.08% | 6.10% | -4.47% | 3.13% | -0.32% | -0.88% | 1.24% | 2.28% | 2.00% | 3.63% |
Benchmark Metrics
WisdomTree Physical Gold UCITS ETC has an annualized alpha of 12.33%, beta of 0.00, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 25, 2007.
- This ETF captured 16.17% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -44.02%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.00 may look defensive, but with R² of 0.00 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 0.00 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
- 12.33%
- Beta
- 0.00
- R²
- 0.00
- Upside Capture
- 16.17%
- Downside Capture
- -44.02%
Expense Ratio
PHAU.AS has an expense ratio of 0.39%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PHAU.AS ranks 81 for risk / return — in the top 81% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree Physical Gold UCITS ETC (PHAU.AS) and compare them to a chosen benchmark (S&P 500 Index).
| PHAU.AS | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 0.43 | +1.17 |
Sortino ratioReturn per unit of downside risk | 2.06 | 0.73 | +1.33 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.11 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 0.67 | +1.82 |
Martin ratioReturn relative to average drawdown | 9.58 | 2.80 | +6.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore PHAU.AS risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 Physical Gold UCITS ETC. 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 Physical Gold UCITS ETC was 37.19%, occurring on Dec 31, 2013. Recovery took 1550 trading sessions.
The current WisdomTree Physical Gold UCITS ETC drawdown is 11.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.19% | Oct 1, 2012 | 319 | Dec 31, 2013 | 1550 | Jan 24, 2020 | 1869 |
| -18.45% | Aug 7, 2020 | 150 | Mar 8, 2021 | 256 | Mar 3, 2022 | 406 |
| -18.18% | Feb 23, 2009 | 31 | Apr 6, 2009 | 168 | Dec 1, 2009 | 199 |
| -18.03% | Mar 4, 2008 | 114 | Sep 11, 2008 | 19 | Oct 8, 2008 | 133 |
| -17.08% | Oct 9, 2008 | 9 | Oct 23, 2008 | 57 | Jan 23, 2009 | 66 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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