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WisdomTree Strategic Metals and Rare Earths Miners...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE000KHX9DX6
Inception Date
Apr 3, 2024
Leveraged
1x (No leverage)
Index Tracked
WisdomTree Strategic Metals and Rare Earths Miners Index
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc, 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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S&P 500 Index

Different Benchmark Currency

WREE.L is traded in GBp, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to GBp using the latest available exchange rates.

Returns By Period

WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc (WREE.L) has returned 10.18% so far this year and 112.91% over the past 12 months.


WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc

1D
2.64%
1M
-15.73%
YTD
10.18%
6M
30.59%
1Y
112.91%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.61%
1M
-3.22%
YTD
-2.82%
6M
-0.72%
1Y
13.66%
3Y*
14.01%
5Y*
11.18%
10Y*
12.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 10, 2024, WREE.L's average daily return is +0.15%, while the average monthly return is +3.24%. At this rate, your investment would double in approximately 1.8 years.

Historically, 63% of months were positive and 38% were negative. The best month was Sep 2025 with a return of +17.0%, while the worst month was Mar 2026 at -15.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, WREE.L closed higher 54% of trading days. The best single day was Oct 13, 2025 with a return of +7.5%, while the worst single day was Mar 3, 2026 at -7.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202614.82%13.87%-15.73%10.18%
20256.31%-0.46%-2.04%-3.88%5.60%11.50%8.75%13.19%17.03%5.42%6.18%5.89%100.33%
2024-0.45%1.12%-9.62%-3.13%-4.66%12.01%3.49%1.91%-9.43%-10.09%

Benchmark Metrics

WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc has an annualized alpha of 40.68%, beta of 0.36, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since April 11, 2024.

  • This ETF captured 175.25% of S&P 500 Index gains but only 8.29% of its losses — a favorable profile for investors.
  • Beta of 0.36 may look defensive, but with R² of 0.04 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 0.04 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
40.68%
Beta
0.36
0.04
Upside Capture
175.25%
Downside Capture
8.29%

Expense Ratio

WREE.L has an expense ratio of 0.50%, placing it in the medium range.


Return for Risk

Risk / Return Rank

WREE.L ranks 97 for risk / return — in the top 97% 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.


WREE.L Risk / Return Rank: 9797
Overall Rank
WREE.L Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
WREE.L Sortino Ratio Rank: 9797
Sortino Ratio Rank
WREE.L Omega Ratio Rank: 9595
Omega Ratio Rank
WREE.L Calmar Ratio Rank: 9797
Calmar Ratio Rank
WREE.L Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc (WREE.L) and compare them to a chosen benchmark (S&P 500 Index).


WREE.LBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

3.22

0.73

+2.49

Sortino ratio

Return per unit of downside risk

3.54

1.14

+2.40

Omega ratio

Gain probability vs. loss probability

1.49

1.18

+0.31

Calmar ratio

Return relative to maximum drawdown

4.80

1.24

+3.57

Martin ratio

Return relative to average drawdown

18.17

4.87

+13.30

Explore WREE.L risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc doesn't pay dividends

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 Strategic Metals and Rare Earths Miners UCITS ETF USD Acc. 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 Strategic Metals and Rare Earths Miners UCITS ETF USD Acc was 27.50%, occurring on Sep 10, 2024. Recovery took 204 trading sessions.

The current WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc drawdown is 15.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.5%May 21, 202479Sep 10, 2024204Jul 2, 2025283
-23.01%Mar 2, 202615Mar 20, 2026
-12.58%Oct 14, 20257Oct 22, 202542Dec 19, 202549
-12.11%Jan 27, 20268Feb 5, 202614Feb 25, 202622
-6.22%Jul 25, 20256Aug 1, 20255Aug 8, 202511

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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