WisdomTree Efficient Gold Plus Equity… (GDE) Performance
GDE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.8% since Dec 31, 2025
- 1 year
- +4.6% total return
- 3 years
- +42.5% a year
- Since first price
- +24.2% a year since 2022
GDE trailing returns vs SPY, QQQ, AGG
| Period | GDE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −7.0% | −7.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.9% | +0.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −9.6% | −9.6% | +7.8% | +8.4% | −1.5% |
| YTD | −0.8% | −0.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.6% | 0.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +189.2%+42.5%/yr | +152.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionMar 17, 2022 | +171.6%+24.2%/yr | +134.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: GDE vs SPY
From Mar 17, 2022: GDE grew to $27,159, SPY to $18,358.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
GDE returns by calendar year
3 of 3 full years positive. Best 2025 (+73.8%), worst 2023 (+33.9%). 2026 is year to date.
GDE annual returns table
| Year | GDE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −0.8% | −22.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +73.8% | −16.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +44.8% | −10.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +33.9% | −15.3% | +26.2% | +54.9% | +5.7% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
GDE largest drawdowns
Now 19.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 30, 2022 | −32.0% | Oct 14, 2022 | Dec 1, 2023 | 7 months | 1.7 years |
| Jan 28, 2026 | −22.7% | Mar 26, 2026 | not yet | 57 days | 9 months so far |
| Feb 13, 2025 | −16.5% | Apr 8, 2025 | Apr 24, 2025 | 54 days | 2 months |
| Jul 16, 2024 | −10.7% | Aug 7, 2024 | Aug 21, 2024 | 22 days | 36 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
GDE risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +46.8% | +24.9% |
| Volatility (annualized) | 19.8% | 22.7% |
| Sharpe ratio | 1.85 | 0.93 |
| Sortino ratio | 3.15 | 1.45 |
| Best month | +12.8% | +12.8% |
| Worst month | −13.6% | −13.6% |
| Best 12 months | +90.7% | +90.7% |
| Worst 12 months | +16.1% | −10.5% |
| Positive months | 81% | 69% |
| Beta vs S&P 500 | 0.88 | — |
| Correlation with S&P 500 | 0.55 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
GDE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 44 | −10.5% | +39.4% | +90.7% | 98% |
| 3-year (a year) | 20 | +18.7% | +44.8% | +56.6% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
GDE performance overview
WisdomTree Efficient Gold Plus Equity… (GDE) returned +4.6% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +24.2% a year, turning $10,000 into about $27,159. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −32.0%, from Mar 30, 2022 to Oct 14, 2022, and it took 1.1 years to get back to the old high. GDE finished 3 of its 3 full calendar years with a gain; the best year was 2025 (+73.8%) and the worst 2023 (+33.9%). Volatility has been 22.7% a year.
Related: GDE chart, GDE holdings, GDE dividends, GDE valuation. See the GDE overview for the latest quote and fund facts.
GDE performance FAQ
What is the GDE return over the past year?
GDE returned +4.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.0%.
How much would $10,000 invested in GDE be worth?
$10,000 invested in GDE at its first recorded close on March 17, 2022 would be worth about $27,159 on October 23, 2026 with distributions reinvested.
What was the worst year for GDE?
The worst calendar year was 2023, with a total return of +33.9%. The best was 2025 at +73.8%.
What is the biggest drawdown of GDE?
The largest peak-to-trough decline was −32.0% between March 30, 2022 and October 14, 2022. It recovered to the old high on December 1, 2023, 1.1 years after the bottom.
How volatile is GDE?
Over the past 3 years GDE had an annualized volatility of 19.8% and a Sharpe ratio of 1.85 (excess return over 1–3 month T-bills per unit of risk).