WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND
Symbol: GDE
Exchange: BATS
Sector: Technology
Category: Multi-Asset Overlay
Inception date: 15/03/2022
Latest date: 03/06/2026
Current price: $67.66
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
1.88%
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
-3.75%
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
11.87%
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
53.13%
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
129.27%
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
214.00%
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: 03/06/2025 - 03/06/2026.
Average daily return
0.186%
Best day
5.901%
Worst day
-9.097%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $68.00 | $68.30 | $67.50 | $67.66 | 122,800 |
| 02/06/2026 | $68.59 | $69.14 | $68.45 | $68.58 | 173,600 |
| 01/06/2026 | $68.23 | $68.95 | $68.00 | $68.53 | 292,400 |
| 29/05/2026 | $68.76 | $70.00 | $68.76 | $69.50 | 77,100 |
| 28/05/2026 | $67.02 | $68.91 | $67.00 | $68.60 | 108,700 |
| 27/05/2026 | $66.65 | $67.71 | $66.65 | $67.43 | 76,800 |
| 26/05/2026 | $68.25 | $68.73 | $67.79 | $68.18 | 189,400 |
| 22/05/2026 | $68.27 | $68.50 | $67.66 | $68.15 | 161,300 |
| 21/05/2026 | $67.44 | $68.57 | $67.19 | $68.33 | 113,800 |
| 20/05/2026 | $67.32 | $68.48 | $66.77 | $68.48 | 95,600 |