WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND
Symbol: GDE
Exchange: BATS
Sector: Technology
Category: Multi-Asset Overlay
Inception date: 15/03/2022
Latest date: 15/10/2026
Current price: $64.44
Expense ratio: 0.20%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-1.22%
Ann. -83.22% (Sharpe / Sortino numerator)
Volatility
43.18%
Sharpe ratio
-2.011
VaR 95%
-4.31%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
3.65%
Ann. 9.33% (Sharpe / Sortino numerator)
Volatility
42.84%
Sharpe ratio
0.133
VaR 95%
-4.24%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
-5.44%
Ann. 31.37% (Sharpe / Sortino numerator)
Volatility
35.91%
Sharpe ratio
0.772
VaR 95%
-4.18%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
9.06%
Ann. 59.33% (Sharpe / Sortino numerator)
Volatility
32.29%
Sharpe ratio
1.725
VaR 95%
-3.29%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
81.23%
Ann. 48.56% (Sharpe / Sortino numerator)
Volatility
27.33%
Sharpe ratio
1.644
VaR 95%
-2.62%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
201.39%
Ann. 44.58% (Sharpe / Sortino numerator)
Volatility
24.39%
Sharpe ratio
1.679
VaR 95%
-2.35%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 15/10/2025 - 15/10/2026.
Average daily return
0.055%
Best day
5.901%
Worst day
-9.097%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $64.09 | $64.56 | $63.73 | $64.44 | 186,600 |
| 14/10/2026 | $63.83 | $63.87 | $62.94 | $63.37 | 170,900 |
| 13/10/2026 | $64.96 | $65.21 | $64.53 | $64.94 | 147,200 |
| 12/10/2026 | $64.77 | $65.12 | $64.66 | $64.71 | 115,400 |
| 09/10/2026 | $64.83 | $65.41 | $64.81 | $65.12 | 264,900 |
| 08/10/2026 | $64.00 | $64.39 | $63.61 | $64.00 | 172,700 |
| 07/10/2026 | $63.80 | $64.31 | $63.56 | $63.76 | 151,500 |
| 06/10/2026 | $64.57 | $65.28 | $64.57 | $65.13 | 137,700 |
| 05/10/2026 | $63.77 | $64.45 | $63.76 | $64.38 | 125,800 |
| 02/10/2026 | $64.45 | $64.80 | $63.59 | $64.10 | 49,000 |