GDEWisdomTree Efficient Gold Plus Equity Strategy Fund

Grow my money#495 of 2944 for Grow my money

Seeks total return.

WisdomTree · Since 2022 (4 years)

Annual Cost

0.20%

#872 out of 5,332 ETFs

Fund Size

$577M

#1327 out of 5,332 ETFs

Dividend Yield

4.26%

Track Record

4 years

#2725 out of 5,332 ETFs

Performance

1 Year

+66.7%

3 Years

+47.9%

5 Years

N/A

What's inside

Asset class

alternative

Region

north america

Strategy

active selection

Asset allocation

Stocks

95.7%

Other

4.3%

Top holdings

NVIDIA CorpNVDA7.0%

Apple IncAAPL6.4%

Alphabet Inc Class AGOOGL6.0%

Microsoft CorpMSFT4.6%

Amazon.com IncAMZN3.4%

Meta Platforms Inc Class AMETA2.5%

Broadcom IncAVGO2.2%

Tesla IncTSLA1.9%

Berkshire Hathaway Inc Class BBRK-B1.7%

Risk profile

Volatility (1Y)

28.3%

High

Max drawdown

-32.0%

Worst peak-to-trough loss

Sharpe (3Y)

1.57

Excellent risk-adjusted returns

Sortino (3Y)

2.30

Good downside protection

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