WisdomTree Physical Precious Metals (PHPP.L)
PHPP.L is a passive ETF by WisdomTree tracking the investment results of the Precious Metals Basket. PHPP.L launched on Apr 24, 2007 and has a 0.44% expense ratio.
ETF Info
| ISIN | JE00B1VS3W29 |
|---|---|
| WKN | A0N6XL |
| Issuer | WisdomTree |
| Inception Date | Apr 24, 2007 |
| Category | Precious Metals |
| Index Tracked | Precious Metals Basket |
| Domicile | Jersey |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Expense Ratio
The WisdomTree Physical Precious Metals has a high expense ratio of 0.44%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: PHPP.L vs. XDEQ.L
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree Physical Precious Metals, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Physical Precious Metals had a return of 9.67% year-to-date (YTD) and 2.50% in the last 12 months. Over the past 10 years, WisdomTree Physical Precious Metals had an annualized return of 6.56%, while the S&P 500 had an annualized return of 10.52%, indicating that WisdomTree Physical Precious Metals did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.67% | 6.92% |
| 1 month | 7.20% | -2.83% |
| 6 months | 8.90% | 23.86% |
| 1 year | 2.50% | 23.33% |
| 5 years (annualized) | 7.86% | 11.66% |
| 10 years (annualized) | 6.56% | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.05% | -1.25% | 8.35% | |||||||||
| 2023 | -0.49% | 3.04% | -2.49% | 0.81% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
WisdomTree Physical Precious Metals(PHPP.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Physical Precious Metals (PHPP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Physical Precious Metals. 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 Precious Metals was 49.43%, occurring on Dec 3, 2015. Recovery took 1036 trading sessions.
The current WisdomTree Physical Precious Metals drawdown is 13.80%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.43% | Sep 6, 2011 | 1075 | Dec 3, 2015 | 1036 | Jan 10, 2020 | 2111 |
| -35.57% | Mar 5, 2008 | 108 | Oct 27, 2008 | 87 | Oct 7, 2009 | 195 |
| -26.89% | Mar 9, 2022 | 486 | Feb 13, 2024 | — | — | — |
| -21.4% | Aug 11, 2020 | 340 | Dec 15, 2021 | 53 | Mar 4, 2022 | 393 |
| -21.39% | Feb 28, 2020 | 12 | Mar 16, 2020 | 87 | Jul 21, 2020 | 99 |
Volatility
Volatility Chart
The current WisdomTree Physical Precious Metals volatility is 5.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.