WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND
Symbol: GDE
Exchange: BATS
Sector: Technology
Category: Multi-Asset Overlay
Inception date: 15/03/2022
Latest date: 20/07/2026
Current price: $60.82
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
-3.92%
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
-11.92%
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
-8.22%
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
29.61%
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
93.31%
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
167.65%
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: 21/07/2025 - 20/07/2026.
Average daily return
0.123%
Best day
5.901%
Worst day
-9.097%
Days with data
250
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 20/07/2026 | $60.57 | $61.19 | $60.50 | $60.82 | 100,200 |
| 17/07/2026 | $60.43 | $61.10 | $60.00 | $60.94 | 55,600 |
| 16/07/2026 | $61.69 | $61.78 | $60.58 | $60.73 | 152,500 |
| 15/07/2026 | $61.87 | $62.45 | $61.50 | $62.17 | 110,900 |
| 14/07/2026 | $61.97 | $62.54 | $61.74 | $62.06 | 135,300 |
| 13/07/2026 | $62.49 | $62.49 | $60.88 | $60.93 | 102,200 |
| 10/07/2026 | $62.22 | $62.95 | $62.17 | $62.91 | 52,900 |
| 09/07/2026 | $62.40 | $63.20 | $62.40 | $62.84 | 163,900 |
| 08/07/2026 | $61.63 | $62.13 | $60.75 | $62.00 | 180,500 |
| 07/07/2026 | $63.56 | $63.56 | $62.22 | $62.64 | 234,000 |