WisdomTree Physical Swiss Gold (SGBX.L)
SGBX.L is a passive ETF by WisdomTree tracking the investment results of the Gold. SGBX.L launched on Dec 16, 2009 and has a 0.15% expense ratio.
ETF Info
| ISIN | JE00B588CD74 |
|---|---|
| WKN | A1DCTK |
| Issuer | WisdomTree |
| Inception Date | Dec 16, 2009 |
| Category | Precious Metals |
| Index Tracked | Gold |
| Domicile | Jersey |
| Distribution Policy | Accumulating |
| Asset Class | Commodity |
Expense Ratio
The WisdomTree Physical Swiss Gold features an expense ratio of 0.15%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree Physical Swiss Gold, 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 Swiss Gold had a return of 15.78% year-to-date (YTD) and 18.06% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.78% | 6.92% |
| 1 month | 8.25% | -2.83% |
| 6 months | 15.24% | 23.86% |
| 1 year | 18.06% | 23.33% |
| 5 years (annualized) | 13.35% | 11.66% |
| 10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.57% | 0.31% | 8.40% | |||||||||
| 2023 | -0.82% | 7.99% | -1.79% | 0.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
WisdomTree Physical Swiss Gold(SGBX.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Physical Swiss Gold (SGBX.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 Swiss Gold. 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 Swiss Gold was 22.29%, occurring on Mar 8, 2021. Recovery took 252 trading sessions.
The current WisdomTree Physical Swiss Gold drawdown is 2.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.29% | Aug 7, 2020 | 148 | Mar 8, 2021 | 252 | Mar 8, 2022 | 400 |
| -13.57% | Sep 4, 2019 | 74 | Dec 16, 2019 | 47 | Feb 24, 2020 | 121 |
| -12.82% | Sep 5, 2017 | 277 | Oct 10, 2018 | 161 | Jun 3, 2019 | 438 |
| -9.99% | Mar 9, 2022 | 161 | Oct 28, 2022 | 95 | Mar 15, 2023 | 256 |
| -9% | May 5, 2023 | 75 | Aug 21, 2023 | 43 | Oct 20, 2023 | 118 |
Volatility
Volatility Chart
The current WisdomTree Physical Swiss Gold volatility is 5.21%, 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.