Performance analysis of GDE (WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND)
Annual Return
Over the past 3 years, GDE has had an average annual return of +40.23%, outperforming the benchmark SPY, which returned +19.63% annual.
Since Mar 17, 2022, GDE has had an average annual return of +26.32%, outperforming the benchmark SPY, which returned +14.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.84% | +73.79% | +44.75% | +33.88% | -18.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.73% | +5.68% | -13.55% | +7.47% | +2.81% | -12.09% | +1.71% | +0.84% | |||||
| 2025 | +7.92% | -0.31% | +2.87% | +3.56% | +6.02% | +4.64% | +1.44% | +6.40% | +12.79% | +5.23% | +4.53% | +2.07% | +73.79% |
| 2024 | -0.56% | +4.44% | +10.92% | -1.30% | +5.16% | +3.26% | +5.10% | +3.41% | +5.43% | +2.99% | +2.66% | -3.23% | +44.75% |
| 2023 | +10.35% | -6.21% | +10.79% | +1.68% | -0.73% | +2.95% | +5.09% | -3.50% | -8.90% | +4.75% | +10.91% | +4.67% | +33.88% |
| 2022 | +4.21% | -11.71% | -7.18% | -5.55% | +6.47% | -6.22% | -10.53% | +5.44% | +10.23% | -2.90% | -18.68% |
Drawdown analysis of GDE (WISDOMTREE EFFICIENT GOLD PLUS EQUITY STRATEGY FUND)
The maximum drawdown for the GDE was -32.00%, occurring on Oct 14, 2022. Recovery took 284 trading sessions.
The current GDE drawdown is -18.41%.
Since Mar 17, 2022 GDE has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.00% | Mar 30, 2022 | 137 | Oct 14, 2022 | 284 | Dec 1, 2023 | 421 |
| -22.66% | Jan 28, 2026 | 40 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -16.45% | Feb 13, 2025 | 37 | Apr 8, 2025 | 11 | Apr 24, 2025 | 48 |
| -10.73% | Jul 16, 2024 | 16 | Aug 7, 2024 | 10 | Aug 21, 2024 | 26 |
| -8.96% | Oct 20, 2025 | 11 | Nov 4, 2025 | 32 | Dec 19, 2025 | 43 |
| -7.89% | Dec 11, 2024 | 5 | Dec 18, 2024 | 21 | Jan 22, 2025 | 26 |
| -7.30% | Oct 30, 2024 | 12 | Nov 15, 2024 | 17 | Dec 11, 2024 | 29 |
| -5.98% | Apr 11, 2024 | 13 | Apr 30, 2024 | 11 | May 15, 2024 | 24 |
| -5.94% | Aug 27, 2024 | 7 | Sep 6, 2024 | 5 | Sep 13, 2024 | 12 |
| -5.62% | Dec 26, 2025 | 3 | Dec 31, 2025 | 7 | Jan 12, 2026 | 10 |
| -5.25% | May 21, 2024 | 7 | May 31, 2024 | 23 | Jul 5, 2024 | 30 |
| -4.78% | Feb 9, 2024 | 2 | Feb 13, 2024 | 12 | Mar 1, 2024 | 14 |
| -4.40% | Jul 22, 2025 | 6 | Jul 30, 2025 | 7 | Aug 8, 2025 | 13 |
| -4.08% | Dec 27, 2023 | 13 | Jan 17, 2024 | 8 | Jan 29, 2024 | 21 |
| -3.85% | Aug 8, 2025 | 9 | Aug 21, 2025 | 5 | Aug 28, 2025 | 14 |
| -3.70% | Oct 8, 2025 | 2 | Oct 10, 2025 | 2 | Oct 14, 2025 | 4 |
| -3.48% | Dec 1, 2023 | 6 | Dec 11, 2023 | 2 | Dec 13, 2023 | 8 |
| -2.80% | Aug 21, 2024 | 1 | Aug 22, 2024 | 3 | Aug 27, 2024 | 4 |
| -2.65% | Apr 28, 2025 | 3 | May 1, 2025 | 2 | May 5, 2025 | 5 |
| -2.62% | Jan 24, 2025 | 1 | Jan 27, 2025 | 3 | Jan 30, 2025 | 4 |
| -2.46% | Jun 13, 2025 | 4 | Jun 20, 2025 | 7 | Jul 1, 2025 | 11 |
| -2.44% | May 6, 2025 | 3 | May 9, 2025 | 6 | May 19, 2025 | 9 |
| -2.02% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.70% | May 20, 2025 | 2 | May 22, 2025 | 6 | Jun 2, 2025 | 8 |
| -1.69% | Sep 22, 2025 | 3 | Sep 25, 2025 | 2 | Sep 29, 2025 | 5 |