USDU vs. GOLD

Last updated Aug 6, 2026

USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund) is Currency fund actively managed by WisdomTree, while GOLD (Barrick Mining Corporation) is a stock. Their -0.42 correlation means they have often moved in opposite directions in the past.

Performance

USDU vs. GOLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Barrick Mining Corporation (GOLD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, USDU achieves a 2.33% return, which is significantly lower than GOLD's 28.34% return.

USDU

• 1D: -0.23%
• 1M: -1.16%
• 6M: 2.76%
• YTD: 2.33%
• 1Y: 4.04%
• 3Y*: 4.78%
• 5Y*: 5.10%
• 10Y*: 2.73%
• ALL TIME*: 3.18%

GOLD

• 1D: 1.50%
• 1M: -1.63%
• 6M: -15.12%
• YTD: 28.34%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
GOLD Barrick Mining Corporation	$14.71M	$15.51M	$18.70M
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund	$18.11M	$11.75M	$10.24M

USDU vs. GOLD - Yearly Performance Comparison

	2026 (YTD)	2025
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund	2.33%	-0.81%
GOLD Barrick Mining Corporation	28.34%	13.01%

Correlation

The correlation between USDU and GOLD is -0.42, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 2, 2025	-0.42

Return for Risk

USDU vs. GOLD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

USDU

USDU Risk / Return Rank: 28
USDU Sharpe Ratio Rank: 28
USDU Sortino Ratio Rank: 26
USDU Omega Ratio Rank: 26
USDU Calmar Ratio Rank: 30
USDU Martin Ratio Rank: 32

GOLD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

USDU vs. GOLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and Barrick Mining Corporation (GOLD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.

	USDU	GOLD	Difference
Sharpe ratio: Return per unit of total volatility	0.74	—	—
Sortino ratio: Return per unit of downside risk	1.12	—	—
Omega ratio: Gain probability vs. loss probability	1.14	—	—
Calmar ratio: Return relative to maximum drawdown	1.11	—	—
Martin ratio: Return relative to average drawdown	3.27	—	—

Drawdowns

USDU vs. GOLD - Drawdown Comparison

The maximum USDU drawdown since its inception was -14.54%, smaller than the maximum GOLD drawdown of -40.93%. Use the drawdown chart below to compare losses from any high point for USDU and GOLD.

Drawdown Indicators

	USDU	GOLD	Difference
Max Drawdown Largest peak-to-trough decline	-14.54%	-40.93%	+26.39%
Max Drawdown (1Y) Largest decline over 1 year	-3.64%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-7.73%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-9.28%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-14.54%	—	—
Current Drawdown Current decline from peak	-1.84%	-31.87%	+30.03%
Average Drawdown Average peak-to-trough decline	-4.67%	-21.69%	+17.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.24%	—	—

Volatility

Volatility by Period

	USDU	GOLD	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.33%	—	—
Volatility (6M) Calculated over the trailing 6-month period	4.07%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	5.46%	55.15%	-49.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.61%	55.15%	-48.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.41%	55.15%	-47.74%

Dividends

USDU vs. GOLD - Dividend Comparison

USDU's dividend yield for the trailing twelve months is around 3.74%, more than GOLD's 0.92% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GOLD Barrick Mining Corporation	0.92%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund	3.74%	3.83%	3.97%	6.99%	7.83%	0.00%	0.69%	3.06%	0.88%	0.00%	0.00%	6.48%

Frequently Asked Questions

Can I hold both USDU and GOLD in my portfolio?

USDU and GOLD have a correlation of -0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.