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Beacon

GDTWisdomTree Efficient TIPS Plus Gold Fund

DiversifierNewRanked #123 of 281 in this goal

Seeks total return.

By WisdomTree · Launched 2026

Annual Cost

0.20%

#967 of 6,040 · low cost

Fund Size

$12M

#4,888 of 6,040 · small

Return (1Y)

N/A

Track Record

8 months

#5,095 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$8,730-12.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 58.5% of fundmoderately concentrated

Dreyfus Treasury Obligations Cash Management
8.5%
COMMODITIES EXCHANGE CENTERGCJ6
7.1%
United States Treasury Notes
5.7%
United States Treasury Notes
5.7%
United States Treasury Notes
5.6%
United States Treasury Notes
5.4%
United States Treasury Notes
5.2%
United States Treasury Notes
5.1%
United States Treasury Notes
5.1%
United States Treasury Notes
4.9%

Asset allocation

Other
101.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-24.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks total return.
Strategy
Actively manages a portfolio composed of inflation-protected U.S. Treasury Bonds (TIPS) and U.S.-listed gold futures contracts using a model-based approach. Aims for approximately equal exposure to TIPS and gold, rebalancing quarterly to maintain this allocation.
Inception date
January 20, 2026
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-18